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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
NF
151
NavPoint Financial
Minnesota
$5.13M +$2.21M +21,992 +76%
HHGA
152
Halbert Hargrove Global Advisors
California
$5.1M -$192K -1,911 -4%
UCI
153
Uncommon Cents Investing
Wisconsin
$5.1M +$70.7K +705 +1%
WIM
154
Westside Investment Management
California
$5.08M -$273K -2,719 -5%
CFA
155
Cahill Financial Advisors
Minnesota
$5.01M +$1.85M +18,492 +59%
OA
156
Oceanside Advisors
South Carolina
$4.99M +$477K +4,754 +11%
Corient Private Wealth
157
Corient Private Wealth
Florida
$4.97M -$321K -3,203 -6%
MIFH
158
Migdal Insurance & Financial Holdings
Israel
$4.93M +$134K +1,332 +3%
Bank of Montreal
159
Bank of Montreal
Ontario, Canada
$4.84M +$443K +4,415 +10%
TA
160
TFB Advisors
Kansas
$4.75M -$119K -1,186 -2%
MCA
161
Magnolia Capital Advisors
Mississippi
$4.69M -$20.8M -206,965 -82%
WIA
162
World Investment Advisors
California
$4.66M -$4.32M -43,096 -48%
SPC
163
Sigma Planning Corp
Michigan
$4.62M +$164K +1,632 +4%
AFG
164
Atomi Financial Group
New York
$4.58M +$113K +1,127 +3%
IFG
165
Independent Financial Group
California
$4.55M +$23.7K +236 +0.5%
SIA
166
Strategic Investment Advisors
Michigan
$4.51M -$72.5K -723 -2%
GWM
167
Geneos Wealth Management
Colorado
$4.5M -$3.64M -36,263 -45%
CAWM
168
Capital Advisors Wealth Management
Washington
$4.43M +$689K +6,870 +18%
CL
169
CIM LLC
New York
$4.38M -$86.7K -864 -2%
KFAA
170
Klaas Financial Asset Advisors
Illinois
$4.28M -$314K -3,130 -7%
RH
171
RFG Holdings
Texas
$4.19M +$3.25M +32,392 +351%
KAS
172
Kestra Advisory Services
Texas
$4.18M +$656K +6,540 +19%
SW
173
SkyOak Wealth
Michigan
$4.17M -$58.6K -584 -1%
LCWP
174
Legacy Capital Wealth Partners
Arkansas
$4.17M -$432K -4,304 -9%
CMAI
175
Capital Management Associates Inc
Minnesota
$4.14M -$4.23M -42,146 -51%