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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
651
Cape Investment Advisory
Georgia
$110K +$111K +1,101 New
CFG
652
Clayton Financial Group
Missouri
$98.9K +$99.1K +986 New
NL
653
NVWM LLC
Pennsylvania
$92.3K – – –
IAIM
654
International Assets Investment Management
Florida
$87.8K +$87.9K +875 New
MWA
655
Medallion Wealth Advisors
Connecticut
$83K +$80.4K +800 +2,963%
KFG
656
Kingdom Financial Group
Arizona
$81.3K -$1M -9,955 -92%
PWMG
657
Prestige Wealth Management Group
New Jersey
$80.6K -$72.2K -719 -47%
CI
658
CX Institutional
Indiana
$74K -$325K -3,237 -81%
BAM
659
Bellevue Asset Management
Washington
$73.7K – – –
QA
660
Quattro Advisors
Pennsylvania
$71.9K +$71.9K +716 New
AP
661
Aspect Partners
Virginia
$70.2K – – –
LWMI
662
Legacy Wealth Management (Idaho)
Idaho
$66.4K +$38.6K +384 +138%
WTA
663
Washington Trust Advisors
Massachusetts
$66.1K -$32.3K -321 -33%
MPWT
664
MassMutual Private Wealth & Trust
Connecticut
$66.1K +$66.2K +659 New
CT
665
Colonial Trust
South Carolina
$64.7K – – –
MWM
666
Mascoma Wealth Management
New Hampshire
$62K – – –
WWMSC
667
Wagner Wealth Management (South Carolina)
South Carolina
$60.1K -$201 -2 -0.3%
CTWM
668
Cherry Tree Wealth Management
Minnesota
$60.1K +$60.2K +599 New
RFA
669
Register Financial Advisors
Georgia
$59.7K +$100 +1 +0.2%
LFG
670
Larson Financial Group
Missouri
$56.9K -$147K -1,463 -72%
PA
671
Parallel Advisors
California
$56.3K +$16.7K +166 +42%
LAM
672
Lummis Asset Management
Texas
$54.3K – – –
CAM
673
Clarity Asset Management
Iowa
$54K +$603 +6 +1%
SAM
674
Smartleaf Asset Management
Massachusetts
$53.2K -$22.5K -224 -30%
SWM
675
SHP Wealth Management
Massachusetts
$50K +$50K +498 New