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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MWA
576
Madson Wealth Advisors
California
$323K +$323K +3,211 New
BB
577
Burford Brothers
Texas
$322K +$321K +3,197 New
EFG
578
Ethos Financial Group
Pennsylvania
$320K
KFGK
579
Keystone Financial Group (Kentucky)
Kentucky
$318K -$98.1K -976 -24%
COCM
580
Charter Oak Capital Management
New Hampshire
$317K
JFA
581
JNBA Financial Advisors
Minnesota
$317K
ZWA
582
Zinnia Wealth Advisory
Florida
$317K -$45.4K -452 -13%
SAW
583
Signal Advisors Wealth
Michigan
$315K +$315K +3,129 New
CAAS
584
Capital Asset Advisory Services
Michigan
$313K +$68.7K +683 +28%
XF
585
XML Financial
Maryland
$311K -$70.4K -700 -18%
BBNB
586
Baker Boyer National Bank
Washington
$311K
TIAM2
587
Tru Independence Asset Management 2
Oregon
$311K
KWM
588
Kingsview Wealth Management
Oregon
$308K +$308K +3,066 New
Bank of New York Mellon
589
Bank of New York Mellon
New York
$308K -$905 -9 -0.3%
TWM
590
TopTier Wealth Management
Wisconsin
$308K +$201 +2 +0.1%
LWM
591
Lionsbridge Wealth Management
Florida
$307K -$361K -3,590 -54%
MG
592
Mather Group
Illinois
$303K +$8.95K +89 +3%
GFG
593
Grantvest Financial Group
New Jersey
$303K +$24.9K +248 +9%
NFTC
594
North Forty Two & Co
Oregon
$301K
AFO
595
Arrowroot Family Office
California
$300K -$26.8K -267 -8%
AIA
596
Accelerate Investment Advisors
California
$298K +$3.12K +31 +1%
BWA
597
BlueChip Wealth Advisors
Georgia
$296K -$507K -5,044 -63%
DWA
598
Delos Wealth Advisors
Texas
$295K +$295K +2,938 New
ACA
599
Ascension Capital Advisors
Texas
$293K
HWM
600
Howard Wealth Management
Connecticut
$289K +$19.4K +193 +7%