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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
KCM
176
Kanawha Capital Management
Virginia
$4.61M +$149K +1,460 +3%
CW
177
CreativeOne Wealth
Kansas
$4.61M -$934K -9,159 -16%
AIFAIM
178
American Institute for Advanced Investment Management
Arizona
$4.6M +$417K +4,090 +10%
CIC
179
Cutler Investment Counsel
Oregon
$4.53M -$152K -1,490 -3%
SFA
180
Souders Financial Advisors
Ohio
$4.42M -$64.2K -630 -1%
AP
181
Advisors Preferred
Maryland
$4.38M -$2.12M -20,820 -33%
NA
182
Nottingham Advisors
New York
$4.35M +$1.53M +15,000 +54%
BW
183
Bison Wealth
Georgia
$4.33M -$72.6K -712 -2%
SW
184
SkyOak Wealth
Michigan
$4.3M -$468K -4,592 -10%
TWM
185
Titus Wealth Management
California
$4.3M -$40.4K -396 -0.9%
HPM
186
Hudson Portfolio Management
New York
$4.28M -$838K -8,218 -16%
BIA
187
Barry Investment Advisors
Massachusetts
$4.18M +$566K +5,548 +16%
C
188
Certuity
Florida
$4.18M +$889K +8,720 +27%
WP
189
WealthPLAN Partners
Nebraska
$4.17M -$274K -2,685 -6%
WPIC
190
White Pine Investment Company
Michigan
$4.16M +$364K +3,572 +10%
SG
191
Somerset Group
Minnesota
$4.16M -$50K -490 -1%
MA
192
Modus Advisors
Minnesota
$4.16M -$37.2K -365 -0.9%
SF
193
Synovus Financial
Georgia
$4.13M -$434K -4,254 -10%
AWMF
194
Arbor Wealth Management (Florida)
Florida
$4.12M -$658K -6,453 -14%
FFA
195
First Foundation Advisors
California
$4.1M +$81K +794 +2%
GF
196
Gries Financial
Ohio
$4.09M +$4.09M +40,146 New
HF
197
HRT Financial
New York
$4.07M +$4.07M +39,944 New
AWMS
198
Advocacy Wealth Management Services
Georgia
$4.03M -$21.2K -208 -0.5%
Bank of Montreal
199
Bank of Montreal
Ontario, Canada
$3.98M -$13.2M -129,374 -77%
SCM
200
Southport Capital Management
Tennessee
$3.95M +$418K +4,100 +12%