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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT

Name Holding Trade Value Shares
Change 		Change in
Stake
CAAS
601
Capital Asset Advisory Services
Michigan
$244K +$244K +2,430 New
UAG
602
United Advisor Group
Ohio
$243K +$7.33K +73 +3%
MI
603
Motiv8 Investments
Florida
$243K +$244K +2,426 New
SF
604
Symphony Financial
Texas
$237K +$236K +2,350 New
IIC
605
Ironwood Investment Counsel
Arizona
$235K +$236K +2,345 New
LWM
606
LongView Wealth Management
Georgia
$235K +$1.51K +15 +0.6%
GVAG
607
Great Valley Advisor Group
Delaware
$232K -$42.8K -426 -16%
BCA
608
Bay Colony Advisors
Massachusetts
$232K +$402 +4 +0.2%
CAL
609
Capital Analysts LLC
Pennsylvania
$230K +$119K +1,185 +107%
AWA
610
Argos Wealth Advisors
California
$230K +$230K +2,290 New
IC
611
IEQ Capital
California
$227K +$402 +4 +0.2%
BWP
612
Baldwin Wealth Partners
Massachusetts
$227K -$10K -100 -4%
AC
613
Apella Capital
Connecticut
$227K – – –
BFA
614
Beacon Financial Advisory
Ohio
$227K +$16.8K +167 +8%
LLWM
615
Life Line Wealth Management
California
$224K +$2.51K +25 +1%
BSB
616
Bangor Savings Bank
Maine
$224K +$224K +2,231 New
AL
617
ADE LLC
Maryland
$223K – – –
1WM
618
1900 Wealth Management
Texas
$219K +$1K +10 +0.5%
MWM
619
Mission Wealth Management
California
$218K -$338K -3,368 -61%
LFS
620
Legacy Financial Strategies
Kansas
$218K -$100 -1 -0%
IAS
621
Insigneo Advisory Services
Florida
$216K +$216K +2,154 New
CHAM
622
Clear Harbor Asset Management
Connecticut
$216K -$226K -2,253 -51%
TAM
623
Titleist Asset Management
Texas
$212K +$2.21K +22 +1%
OBWG
624
Onyx Bridge Wealth Group
New York
$212K +$9.95K +99 +5%
FPWM
625
Five Pine Wealth Management
Idaho
$212K -$10.1K -101 -5%
23 24
25
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