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BondBloxx IR+M Tax Aware Short Duration ETF
TAXX

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
EP Wealth Advisors
1
EP Wealth Advisors
California
US$ 79,6 mi +US$ 1,97 mi +39.001 +3%
Tanager Wealth Management
2
Tanager Wealth Management
United Kingdom
US$ 11,9 mi +US$ 227 mil +4.485 +2%
One Capital Management
3
One Capital Management
California
US$ 10,7 mi – – –
DWA
4
Delos Wealth Advisors
Texas
US$ 8,06 mi +US$ 1,28 mi +25.366 +19%
BWM
5
BCGM Wealth Management
Indiana
US$ 5,71 mi +US$ 232 mil +4.583 +4%
MML Investors Services
6
MML Investors Services
Massachusetts
US$ 5,02 mi +US$ 2,89 mi +57.016 +136%
IRM
7
Income Research & Management
Massachusetts
US$ 4,92 mi -US$ 152 mil -3.000 -3%
AssetMark Inc
8
AssetMark Inc
California
US$ 4,37 mi +US$ 328 mil +6.474 +8%
Integrated Wealth Concepts
9
Integrated Wealth Concepts
Massachusetts
US$ 4,02 mi +US$ 1,22 mi +24.098 +44%
Cornerstone Advisors Asset Management
10
Cornerstone Advisors Asset Management
Pennsylvania
US$ 4 mi – – –
AE Wealth Management
11
AE Wealth Management
Kansas
US$ 3,76 mi +US$ 1,22 mi +24.150 +48%
Laurel Oak Wealth Management
12
Laurel Oak Wealth Management
New Jersey
US$ 2,52 mi +US$ 2,01 mi +39.673 +398%
Lake Street Private Wealth
13
Lake Street Private Wealth
Illinois
US$ 2,45 mi +US$ 264 mil +5.207 +12%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
US$ 2,4 mi -US$ 39,7 mil -784 -2%
BW
15
Balance Wealth
Ohio
US$ 2,4 mi -US$ 258 mil -5.094 -10%
SM
16
Sweeney & Michel
California
US$ 1,9 mi +US$ 1,9 mi +37.571 Nova
Stifel Financial
17
Stifel Financial
Missouri
US$ 1,85 mi -US$ 39,5 mil -780 -2%
Nemes Rush Group
18
Nemes Rush Group
Michigan
US$ 1,62 mi +US$ 42,3 mil +836 +3%
Mayflower Financial Advisors
19
Mayflower Financial Advisors
Massachusetts
US$ 1,45 mi +US$ 1,45 mi +28.604 Nova
CGN Advisors
20
CGN Advisors
Kansas
US$ 1,4 mi +US$ 80,8 mil +1.595 +6%
LPL Financial
21
LPL Financial
California
US$ 1,32 mi +US$ 1,32 mi +25.974 Nova
Goldman Sachs
22
Goldman Sachs
New York
US$ 1,25 mi +US$ 1,24 mi +24.576 Nova
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
US$ 1,24 mi +US$ 119 mil +2.351 +11%
Farther Finance Advisors
24
Farther Finance Advisors
California
US$ 1,18 mi +US$ 759 mil +15.000 +180%
Victory Financial Group
25
Victory Financial Group
Texas
US$ 1,16 mi -US$ 431 mil -8.521 -27%
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