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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
651
Security Financial Services
Indiana
$200K +$200K +1,990 New
CAL
652
Capital Analysts LLC
Pennsylvania
$195K -$35.8K -356 -16%
TCM
653
Tradewinds Capital Management
Washington
$191K
KPP
654
Kings Path Partners
Texas
$180K +$34.5K +343 +24%
HIA
655
Harbor Investment Advisory
Maryland
$178K
GWM
656
Gilpin Wealth Management
Colorado
$169K
FW
657
Fairway Wealth
Ohio
$168K +$167K +1,666 New
AT
658
Avalon Trust
New Mexico
$165K
BCWM
659
Bartlett & Co Wealth Management
Ohio
$156K
PCFFS
660
Pacific Center for Financial Services
California
$144K
IAIM
661
International Assets Investment Management
Florida
$140K +$52.1K +518 +59%
HCM
662
Hollencrest Capital Management
California
$138K -$185K -1,839 -57%
SOS
663
Silver Oak Securities
Tennessee
$138K -$20.1K -200 -13%
1L
664
10Elms LLP
Oklahoma
$128K +$128K +1,275 New
CA
665
Crewe Advisors
Utah
$128K -$131K -1,306 -51%
AF
666
Alerus Financial
North Dakota
$128K +$128K +1,270 New
MPCG
667
Matrix Private Capital Group
New York
$127K
SIM
668
Synergy Investment Management
Florida
$101K +$100K +999 New
SWM
669
SHP Wealth Management
Massachusetts
$100K +$50.1K +498 +100%
NL
670
NVWM LLC
Pennsylvania
$92.5K
MWA
671
Medallion Wealth Advisors
Connecticut
$83.2K
PWMG
672
Prestige Wealth Management Group
New Jersey
$80.5K
ZBNA
673
Zions Bancorporation, National Association
Utah
$77.1K +$77.1K +767 New
LAS
674
Lloyd Advisory Services
Georgia
$75.8K -$447K -4,447 -86%
KFG
675
Kingdom Financial Group
Arizona
$75.8K -$5.63K -56 -7%