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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
51
Howland Capital Management
Massachusetts
$27.4M -$5.56M -55,018 -17%
UCFA
52
United Capital Financial Advisors
Texas
$27.3M -$4.04M -40,019 -13%
IA
53
IFP Advisors
Florida
$26.1M +$16.8M +166,156 +183%
CAL
54
Capital Analysts LLC
Pennsylvania
$26M -$37.2K -368 -0.1%
JP Morgan Chase
55
JP Morgan Chase
New York
$25.8M -$92K -911 -0.4%
WT
56
Whittier Trust
California
$25.2M -$9.76M -96,610 -28%
AO
57
Advisor OS
Illinois
$25M -$21M -207,774 -45%
PGFC
58
Peapack-Gladstone Financial Corp
New Jersey
$24.8M +$10.7M +105,713 +75%
NFC
59
Northeast Financial Consultants
Connecticut
$24.7M -$454K -4,495 -2%
MSA
60
Mason Street Advisors
Wisconsin
$24.6M
EWM
61
Evermay Wealth Management
Virginia
$24.3M -$675K -6,685 -3%
TNBTD
62
Trustmark National Bank Trust Department
Mississippi
$22.3M -$162K -1,605 -0.7%
DWM
63
Destination Wealth Management
California
$21.8M +$2.18M +21,560 +11%
RVPG
64
Relative Value Partners Group
$21.7M -$22.5M -222,889 -51%
CF
65
Centaurus Financial
California
$20.3M +$1.58M +15,637 +8%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$18.2M +$5.17M +51,244 +39%
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$17.9M +$5.71M +56,533 +46%
RC
68
Rovin Capital
Arizona
$17.8M +$4.96M +49,101 +38%
JWBC
69
John W. Brooker & Co
California
$16.8M -$1.62M -16,027 -9%
WA
70
Waverly Advisors
Alabama
$16.8M -$446K -4,414 -3%
OC
71
Oppenheimer & Co
New York
$16.6M +$8.1M +80,177 +93%
PA
72
Procyon Advisors
Connecticut
$16.5M +$2.15M +21,247 +15%
MML Investors Services
73
MML Investors Services
Massachusetts
$15.9M +$6.29M +62,251 +65%
FMWA
74
Forvis Mazars Wealth Advisors
Missouri
$15.8M +$2.99M +29,652 +23%
AP
75
Americana Partners
Texas
$15.1M -$1.49M -14,746 -9%