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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
126
Lionsbridge Wealth Management
Florida
$5.08M -$2.65M -26,665 -34%
CPIG
127
Chicago Partners Investment Group
Illinois
$5.03M +$4.66K +47 +0.1%
SWM
128
Spire Wealth Management
Virginia
$4.92M +$2.99M +30,143 +155%
CFAM
129
Center For Asset Management
Florida
$4.9M +$4.89M +49,333 New
CAPTRUST Financial Advisors
130
CAPTRUST Financial Advisors
North Carolina
$4.87M +$1.41M +14,195 +41%
TB
131
Treynor Bancshares
Iowa
$4.81M +$38.4K +387 +0.8%
FAIM
132
Financial Advocates Investment Management
Washington
$4.73M +$2.32M +23,387 +97%
Millennium Management
133
Millennium Management
New York
$4.58M +$1.28M +12,890 +39%
AWS
134
Atria Wealth Solutions
New York
$4.55M -$12.7M -127,993 -74%
SRC
135
Sage Rhino Capital
California
$4.48M +$400K +4,035 +10%
CAL
136
Capital Advisors Ltd
Ohio
$4.47M -$373K -3,756 -8%
AG
137
Advocate Group
Minnesota
$4.44M -$203K -2,041 -4%
KAS
138
Kestra Advisory Services
Texas
$4.37M -$16.9M -170,600 -79%
Cetera Investment Advisers
139
Cetera Investment Advisers
Illinois
$4.35M -$18M -181,029 -81%
AWMS
140
Advocacy Wealth Management Services
Georgia
$4.23M +$780K +7,864 +23%
Lido Advisors
141
Lido Advisors
California
$4.23M +$2.7M +27,213 +177%
WP
142
WealthPLAN Partners
Nebraska
$4.21M +$531K +5,348 +14%
Baird Financial Group
143
Baird Financial Group
Wisconsin
$4.13M +$572K +5,764 +16%
ES
144
ETF Store
Kansas
$4.11M -$150K -1,515 -4%
FWM
145
Focused Wealth Management
New York
$4.04M -$783K -7,892 -16%
LJAC
146
L.J. Altfest & Co
New York
$3.98M -$472K -4,758 -11%
SFP
147
Shepherd Financial Partners
Massachusetts
$3.98M +$2.28M +23,014 +135%
AIFAIM
148
American Institute for Advanced Investment Management
Arizona
$3.96M -$457K -4,602 -10%
CSA
149
Cottage Street Advisors
Massachusetts
$3.96M +$3.96M +39,887 New
FHC
150
First Heartland Consultants
Missouri
$3.94M +$1.51M +15,230 +62%