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Hartford Schroders Tax-Aware Bond ETF
HTAB

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Consolidated Planning Corp
1
Consolidated Planning Corp
Georgia
USD 41.2 M +USD 2.47 M +128,975 +6%
Bank of New York Mellon
2
Bank of New York Mellon
New York
USD 40 M -USD 1.92 M -100,547 -5%
Bank of America
3
Bank of America
North Carolina
USD 18.1 M +USD 137 k +7,155 +0.8%
LPL Financial
4
LPL Financial
California
USD 17.8 M -USD 4.35 M -227,155 -20%
Raymond James Financial
5
Raymond James Financial
Florida
USD 17.7 M +USD 406 k +21,235 +2%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
USD 14.4 M -USD 342 k -17,897 -2%
Jones Financial Companies
7
Jones Financial Companies
Missouri
USD 12.9 M +USD 84.6 k +4,421 +0.7%
Wealthspire Advisors (New York)
8
Wealthspire Advisors (New York)
New York
USD 10.3 M -USD 41.9 k -2,189 -0.4%
YWS
9
Yarger Wealth Strategies
Ohio
USD 9.17 M +USD 46.4 k +2,426 +0.5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
USD 6.2 M +USD 582 k +30,426 +10%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
USD 6.13 M +USD 183 k +9,578 +3%
Truist Financial
12
Truist Financial
North Carolina
USD 6.04 M +USD 1.19 M +61,971 +24%
Axxcess Wealth Management
13
Axxcess Wealth Management
California
USD 5.08 M +USD 5.06 M +264,611 Nuevas
Capital Asset Advisory Services
14
Capital Asset Advisory Services
Michigan
USD 4.74 M +USD 135 k +7,072 +3%
WAP
15
Wealthcare Advisory Partners
Pennsylvania
USD 3.58 M -USD 399 k -20,874 -10%
Jane Street
16
Jane Street
New York
USD 3.43 M +USD 2.89 M +151,106 +549%
Osaic Holdings
17
Osaic Holdings
Arizona
USD 3.13 M +USD 32.3 k +1,689 +1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
USD 2.19 M -USD 108 k -5,623 -5%
Kestra Advisory Services
19
Kestra Advisory Services
Texas
USD 1.89 M +USD 88.1 k +4,605 +5%
EW
20
Element Wealth
Mississippi
USD 1.83 M -USD 21.8 k -1,142 -1%
IAG Wealth Partners
21
IAG Wealth Partners
Wisconsin
USD 1.65 M -USD 529 k -27,628 -24%
Natixis Advisors
22
Natixis Advisors
Massachusetts
USD 1.27 M +USD 513 k +26,834 +68%
Stifel Financial
23
Stifel Financial
Missouri
USD 796 k -USD 5.15 k -269 -0.6%
Stonebridge Financial Group (Pennsylvania)
24
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
USD 616 k – – –
Davenport & Co
25
Davenport & Co
Virginia
USD 598 k +USD 3.25 k +170 +0.5%
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