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HFSI

Hartford Strategic Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFM
1
Hartford Funds Management
Pennsylvania
$55.9M -$3.45M -97,875 -6%
MWM
2
Modern Wealth Management
Kansas
$18.4M +$6.47M +183,549 +55%
CWM
3
Centric Wealth Management
Illinois
$13.2M +$443K +12,557 +4%
Osaic Holdings
4
Osaic Holdings
Arizona
$10.1M +$9.22M +261,466 +1,067%
Stifel Financial
5
Stifel Financial
Missouri
$7.88M +$7.82M +221,670 New
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$6.73M +$326K +9,242 +5%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$5.17M -$8.02M -227,600 -61%
SF
8
Summit Financial
New Jersey
$4.63M +$4.59M +130,259 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$4.63M +$4.59M +130,156 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$2.56M +$2.54M +72,072 New
SA
11
Sonoma Allocations
California
$2.32M +$2.28M +64,764 New
SB
12
Strategic Blueprint
Georgia
$2.02M +$236K +6,694 +13%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2M +$658K +18,650 +49%
SA
14
Sanctuary Advisors
Indiana
$1.88M +$353K +10,017 +23%
JP Morgan Chase
15
JP Morgan Chase
New York
$1.74M +$309K +8,773 +22%
Mariner
16
Mariner
Kansas
$731K -$2.75K -78 -0.4%
Citadel Advisors
17
Citadel Advisors
Florida
$731K +$725K +20,555 New
KA
18
Kovack Advisors
Florida
$377K +$373K +10,590 New
Raymond James Financial
19
Raymond James Financial
Florida
$366K +$362K +10,281 New
AWA
20
Arkadios Wealth Advisors
Georgia
$290K +$288K +8,167 New
AWM
21
Axxcess Wealth Management
California
$248K +$246K +6,983 New
ALC
22
Alexander Labrunerie & Co
Missouri
$234K +$232K +6,574 New
BCG
23
Breakwater Capital Group
New Jersey
$222K +$220K +6,232 New
GWM
24
Geneos Wealth Management
Colorado
$78.4K +$77.7K +2,204 New
BWL
25
Bogart Wealth LLC
Virginia
$19.8K +$19.7K +558 New