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HFSI

Hartford Strategic Income ETF
HFSI

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
51
Arkadios Wealth Advisors
Georgia
$716K -$38.3K -1,088 -5%
HP
52
Holistic Planning
Texas
$649K +$93K +2,641 +17%
CWAI
53
Core Wealth Advisors (Indiana)
Indiana
$633K -$2.34M -66,566 -79%
SPW
54
Surience Private Wealth
Washington
$632K +$176 +5 +0%
EWP
55
Evergreen Wealth Partners
Montana
$612K +$612K +17,393 New
FHA
56
Flagship Harbor Advisors
Massachusetts
$592K +$593K +16,835 New
MGWM
57
Marks Group Wealth Management
Minnesota
$572K -$258K -7,316 -31%
HI
58
Harbour Investments
Wisconsin
$556K +$81.2K +2,307 +17%
CIAS
59
Capital Investment Advisory Services
North Carolina
$554K +$285K +8,094 +106%
CIA
60
Concurrent Investment Advisors
Florida
$489K +$129K +3,676 +36%
CA
61
CWC Advisors
Oregon
$401K +$402K +11,408 New
VT
62
Vise Technologies
New York
$384K +$384K +10,920 New
MF
63
Meridian Financial
Massachusetts
$333K -$17K -484 -5%
BFWM
64
Bright Futures Wealth Management
New York
$330K +$13.1K +371 +4%
SG
65
StoneX Group
New York
$314K +$314K +8,919 New
CWS
66
Cypress Wealth Services
California
$309K +$4.26K +121 +1%
CPWL
67
Coquina Private Wealth LLC
Florida
$294K +$14.2K +404 +5%
CAM
68
Cozad Asset Management
Illinois
$280K +$280K +7,962 New
AWM
69
Axxcess Wealth Management
California
$246K +$246K +6,983 New
SFGM
70
Stonebridge Financial Group (Missouri)
Missouri
$244K +$3.38K +96 +1%
SF
71
Summit Financial
New Jersey
$240K -$3.93M -111,531 -94%
ALC
72
Alexander Labrunerie & Co
Missouri
$231K – – –
BPFA
73
Barnes Pettey Financial Advisors
Mississippi
$201K +$202K +5,726 New
WETS
74
Wealth Enhancement Trust Services
South Dakota
$192K +$28.2K +801 +17%
CAL
75
Capital Analysts LLC
Pennsylvania
$183K – – –
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