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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
576
LongView Wealth Management
Georgia
$234K +$1.21K +12 +0.5%
BCA
577
Bay Colony Advisors
Massachusetts
$232K +$231K +2,304 New
BP
578
BBR Partners
New York
$232K +$231K +2,304 New
WH
579
Wallace Hart
Kentucky
$232K +$231K +2,300 New
WF
580
WinCap Financial
Massachusetts
$231K +$230K +2,290 New
IC
581
IEQ Capital
California
$228K +$227K +2,261 New
AC
582
Apella Capital
Connecticut
$227K – – –
PWM
583
Prosperity Wealth Management
California
$227K +$226K +2,250 New
HWM
584
Howard Wealth Management
Connecticut
$225K +$22K +219 +11%
AL
585
ADE LLC
Maryland
$224K – – –
WGC
586
Watts Gwilliam & Co
Arizona
$223K – – –
LLWM
587
Life Line Wealth Management
California
$222K +$2.51K +25 +1%
SFP
588
Shepherd Financial Partners
Massachusetts
$221K -$90.4K -900 -29%
LFS
589
Legacy Financial Strategies
Kansas
$219K +$218K +2,172 New
1WM
590
1900 Wealth Management
Texas
$219K +$1.1K +11 +0.5%
MA
591
Mezzasalma Advisors
New Jersey
$218K +$2.51K +25 +1%
SNWA
592
Siligmueller & Norvid Wealth Advisors
Illinois
$214K +$213K +2,124 New
FWP
593
Firethorn Wealth Partners
Georgia
$213K +$212K +2,113 New
TAM
594
Titleist Asset Management
Texas
$211K +$10.2K +102 +5%
SA
595
Stewardship Advisors
Pennsylvania
$211K -$38.7K -385 -16%
BFA
596
Beacon Financial Advisory
Ohio
$211K +$210K +2,091 New
GWM
597
Gibbs Wealth Management
Georgia
$210K -$10.2K -102 -5%
LNWWM
598
Laird Norton Wetherby Wealth Management
California
$208K +$1.1K +11 +0.5%
Fisher Asset Management
599
Fisher Asset Management
Washington
$208K +$207K +2,064 New
BW
600
BIP Wealth
Georgia
$206K – – –