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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AI
576
Auour Investments
Massachusetts
$324K -$4.11M -40,922 -93%
MWA
577
Madson Wealth Advisors
California
$323K +$323K +3,211 New
BB
578
Burford Brothers
Texas
$322K +$321K +3,197 New
EFG
579
Ethos Financial Group
Pennsylvania
$320K – – –
KFGK
580
Keystone Financial Group (Kentucky)
Kentucky
$318K -$98.1K -976 -24%
COCM
581
Charter Oak Capital Management
New Hampshire
$317K – – –
JFA
582
JNBA Financial Advisors
Minnesota
$317K – – –
ZWA
583
Zinnia Wealth Advisory
Florida
$317K -$45.4K -452 -13%
SAW
584
Signal Advisors Wealth
Michigan
$315K +$315K +3,129 New
CAAS
585
Capital Asset Advisory Services
Michigan
$313K +$68.7K +683 +28%
XF
586
XML Financial
Maryland
$311K -$70.4K -700 -18%
BBNB
587
Baker Boyer National Bank
Washington
$311K – – –
TIAM2
588
Tru Independence Asset Management 2
Oregon
$311K – – –
KWM
589
Kingsview Wealth Management
Oregon
$308K +$308K +3,066 New
Bank of New York Mellon
590
Bank of New York Mellon
New York
$308K -$905 -9 -0.3%
TWM
591
TopTier Wealth Management
Wisconsin
$308K +$201 +2 +0.1%
LWM
592
Lionsbridge Wealth Management
Florida
$307K -$361K -3,590 -54%
MG
593
Mather Group
Illinois
$303K +$8.95K +89 +3%
GFG
594
Grantvest Financial Group
New Jersey
$303K +$24.9K +248 +9%
NFTC
595
North Forty Two & Co
Oregon
$301K – – –
AFO
596
Arrowroot Family Office
California
$300K -$26.8K -267 -8%
AIA
597
Accelerate Investment Advisors
California
$298K +$3.12K +31 +1%
BWA
598
BlueChip Wealth Advisors
Georgia
$296K -$507K -5,044 -63%
DWA
599
Delos Wealth Advisors
Texas
$295K +$295K +2,938 New
ACA
600
Ascension Capital Advisors
Texas
$293K – – –