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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
751
BigSur Wealth Management
Florida
-$665K -6,600 Closed
JSW
752
Journey Strategic Wealth
New Jersey
-$453K -4,500 Closed
EAM
753
Empirical Asset Management
Massachusetts
-$423K -4,200 Closed
LWA
754
LifeGoal Wealth Advisors
New York
-$412K -4,091 Closed
SW
755
Simplicity Wealth
New Jersey
-$377K -3,745 Closed
LI
756
LifeWealth Investments
Florida
-$366K -3,637 Closed
PJWM
757
Philip James Wealth Mangement
Georgia
-$349K -3,463 Closed
HH
758
Hilltop Holdings
Texas
-$320K -3,183 Closed
WAM
759
Weatherly Asset Management
California
-$314K -3,116 Closed
USCWA
760
U.S. Capital Wealth Advisors
Texas
-$277K -2,754 Closed
VFA
761
Valeo Financial Advisors
Indiana
-$260K -2,584 Closed
HT
762
Heritage Trust
Oklahoma
-$257K -2,550 Closed
ACM
763
Advisors Capital Management
New Jersey
-$244K -2,426 Closed
FCBT
764
First Citizens Bank & Trust
North Carolina
-$244K -2,422 Closed
PFG
765
Premier Financial Group
California
-$242K -2,400 Closed
GWSG
766
GPS Wealth Strategies Group
Colorado
-$239K -2,378 Closed
BP
767
BBR Partners
New York
-$232K -2,304 Closed
SFP
768
Shepherd Financial Partners
Massachusetts
-$221K -2,194 Closed
FWP
769
Firethorn Wealth Partners
Georgia
-$213K -2,113 Closed
GWM
770
Gibbs Wealth Management
Georgia
-$210K -2,087 Closed
EA
771
Everpar Advisors
Oklahoma
-$201K -1,994 Closed
AF
772
Alerus Financial
North Dakota
-$137K -1,359 Closed
NFSG
773
Newbridge Financial Services Group
Florida
-$96.2K -955 Closed
Bessemer Group
774
Bessemer Group
New Jersey
-$84K -830 Closed
VC
775
Vestor Capital
Illinois
-$80K -799 Closed