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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WT
176
Whittier Trust
California
$5.47M -$261K -2,599 -5%
AWMS
177
Advocacy Wealth Management Services
Georgia
$5.44M +$269K +2,672 +5%
SIA
178
Strategic Investment Advisors
Michigan
$5.42M +$742K +7,385 +16%
CAWM
179
Capital Advisors Wealth Management
Washington
$5.41M +$244K +2,424 +5%
FFA
180
Farther Finance Advisors
California
$5.36M +$2.15M +21,434 +67%
MIFH
181
Migdal Insurance & Financial Holdings
Israel
$5.34M -$64K -637 -1%
MFG
182
Merit Financial Group
Georgia
$5.28M -$386K -3,842 -7%
WIA
183
World Investment Advisors
California
$5.25M -$2.31K -23 -0%
STA
184
Smith Thornton Advisors
Alabama
$5.21M +$429K +4,266 +9%
AWMI
185
Aegis Wealth Management (Iowa)
Iowa
$5.2M -$131K -1,299 -2%
CMAI
186
Capital Management Associates Inc
Minnesota
$5.17M +$888K +8,829 +21%
SWP
187
Stone Wealth Partners
Louisiana
$5.15M +$28.4K +283 +0.6%
PFGIA
188
Patriot Financial Group Insurance Agency
Massachusetts
$5.14M +$5.14M +51,140 New
AFG
189
ABLE Financial Group
Arizona
$5.13M +$1.95M +19,378 +61%
GWP
190
Gateway Wealth Partners
Wisconsin
$5.06M +$5.06M +50,357 New
IFG
191
Independent Financial Group
California
$5.05M +$47K +468 +0.9%
JAA
192
Joel Adams & Associates
North Carolina
$4.99M +$2.22M +22,038 +80%
WIM
193
WealthPlan Investment Management
Nebraska
$4.89M -$9.43M -93,808 -66%
JCM
194
Jacobi Capital Management
Pennsylvania
$4.88M +$2.45M +24,418 +101%
SL
195
Sentinus LLC
Illinois
$4.82M +$204K +2,026 +4%
CFG
196
Cornerstone Financial Group
Nebraska
$4.78M +$240K +2,391 +5%
SW
197
SkyOak Wealth
Michigan
$4.77M +$242K +2,405 +5%
VWA
198
VSM Wealth Advisory
Maryland
$4.72M +$234K +2,326 +5%
CP
199
Camelot Portfolios
Ohio
$4.71M -$774K -7,699 -14%
VFA
200
Values First Advisors
Tennessee
$4.71M +$108K +1,072 +2%