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BondBloxx IR+M Tax Aware Short Duration ETF
TAXX

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
EP Wealth Advisors
1
EP Wealth Advisors
California
USD 79.6 M +USD 1.97 M +39,001 +3%
Tanager Wealth Management
2
Tanager Wealth Management
United Kingdom
USD 11.9 M +USD 227 k +4,485 +2%
One Capital Management
3
One Capital Management
California
USD 10.7 M – – –
DWA
4
Delos Wealth Advisors
Texas
USD 8.06 M +USD 1.28 M +25,366 +19%
BWM
5
BCGM Wealth Management
Indiana
USD 5.71 M +USD 232 k +4,583 +4%
MML Investors Services
6
MML Investors Services
Massachusetts
USD 5.02 M +USD 2.89 M +57,016 +136%
IRM
7
Income Research & Management
Massachusetts
USD 4.92 M -USD 152 k -3,000 -3%
AssetMark Inc
8
AssetMark Inc
California
USD 4.37 M +USD 328 k +6,474 +8%
Integrated Wealth Concepts
9
Integrated Wealth Concepts
Massachusetts
USD 4.02 M +USD 1.22 M +24,098 +44%
Cornerstone Advisors Asset Management
10
Cornerstone Advisors Asset Management
Pennsylvania
USD 4 M – – –
AE Wealth Management
11
AE Wealth Management
Kansas
USD 3.76 M +USD 1.22 M +24,150 +48%
Laurel Oak Wealth Management
12
Laurel Oak Wealth Management
New Jersey
USD 2.52 M +USD 2.01 M +39,673 +398%
Lake Street Private Wealth
13
Lake Street Private Wealth
Illinois
USD 2.45 M +USD 264 k +5,207 +12%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
USD 2.4 M -USD 39.7 k -784 -2%
BW
15
Balance Wealth
Ohio
USD 2.4 M -USD 258 k -5,094 -10%
SM
16
Sweeney & Michel
California
USD 1.9 M +USD 1.9 M +37,571 Nuevas
Stifel Financial
17
Stifel Financial
Missouri
USD 1.85 M -USD 39.5 k -780 -2%
Nemes Rush Group
18
Nemes Rush Group
Michigan
USD 1.62 M +USD 42.3 k +836 +3%
Mayflower Financial Advisors
19
Mayflower Financial Advisors
Massachusetts
USD 1.45 M +USD 1.45 M +28,604 Nuevas
CGN Advisors
20
CGN Advisors
Kansas
USD 1.4 M +USD 80.8 k +1,595 +6%
LPL Financial
21
LPL Financial
California
USD 1.32 M +USD 1.32 M +25,974 Nuevas
Goldman Sachs
22
Goldman Sachs
New York
USD 1.25 M +USD 1.24 M +24,576 Nuevas
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
USD 1.24 M +USD 119 k +2,351 +11%
Farther Finance Advisors
24
Farther Finance Advisors
California
USD 1.18 M +USD 759 k +15,000 +180%
Victory Financial Group
25
Victory Financial Group
Texas
USD 1.16 M -USD 431 k -8,521 -27%
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