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Hartford Schroders Tax-Aware Bond ETF
HTAB

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Patriot Financial Group Insurance Agency
26
Patriot Financial Group Insurance Agency
Massachusetts
USD 590 k -USD 643 k -33,601 -52%
Leelyn Smith
27
Leelyn Smith
Illinois
USD 551 k -USD 13.7 k -716 -2%
Arete Wealth Advisors
28
Arete Wealth Advisors
Illinois
USD 507 k +USD 120 k +6,269 +31%
&Partners
29
&Partners
Tennessee
USD 496 k +USD 69.6 k +3,636 +16%
LifeGoal Wealth Advisors
30
LifeGoal Wealth Advisors
New York
USD 487 k -USD 12.6 k -657 -3%
USAdvisors Wealth Management
31
USAdvisors Wealth Management
Minnesota
USD 481 k +USD 33.8 k +1,765 +8%
Harbour Investments
32
Harbour Investments
Wisconsin
USD 475 k +USD 804 +42 +0.2%
West Michigan Advisors
33
West Michigan Advisors
Michigan
USD 464 k -USD 86.6 k -4,529 -16%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
USD 364 k -USD 611 k -31,938 -63%
Opal Wealth Advisors
35
Opal Wealth Advisors
New York
USD 356 k +USD 12.1 k +633 +4%
Keystone Financial Services (Nebraska)
36
Keystone Financial Services (Nebraska)
Nebraska
USD 338 k -USD 89.5 k -4,677 -21%
Old Mission Capital
37
Old Mission Capital
Illinois
USD 328 k +USD 327 k +17,112 Nuevas
HighTower Advisors
38
HighTower Advisors
Illinois
USD 303 k -USD 41.7 k -2,182 -12%
Amplius Wealth Advisors
39
Amplius Wealth Advisors
Pennsylvania
USD 260 k -USD 288 k -15,027 -53%
MML Investors Services
40
MML Investors Services
Massachusetts
USD 246 k +USD 246 k +12,832 Nuevas
Fermata Advisors
41
Fermata Advisors
California
USD 223 k – – –
Equitable Holdings
42
Equitable Holdings
New York
USD 211 k +USD 210 k +10,994 Nuevas
Steward Partners Investment Advisory
43
Steward Partners Investment Advisory
New York
USD 138 k +USD 11.1 k +578 +9%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
USD 116 k – – –
PlanVest Financial
45
PlanVest Financial
Maryland
USD 70.4 k – – –
Morgan Stanley
46
Morgan Stanley
New York
USD 59.1 k +USD 115 +6 +0.2%
Westside Investment Management
47
Westside Investment Management
California
USD 38.4 k – – –
Independent Advisor Alliance
48
Independent Advisor Alliance
North Carolina
– -USD 895 k -47,088 Cerradas
Flow Traders U.S.
49
Flow Traders U.S.
New York
– -USD 397 k -20,921 Cerradas
Main Street Financial Solutions
50
Main Street Financial Solutions
Pennsylvania
– -USD 211 k -11,103 Cerradas
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