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Hartford Municipal Opportunities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$52.1M +$1.6M +41,971 +3%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$22.6M +$925K +24,264 +4%
AAS
3
Avantax Advisory Services
Texas
$19.1M +$173K +4,528 +0.9%
Bank of America
4
Bank of America
North Carolina
$19.1M +$5.78M +151,708 +44%
LWMT
5
Legacy Wealth Management (Tennessee)
Tennessee
$15.4M +$779K +20,454 +5%
LPL Financial
6
LPL Financial
California
$14.2M -$731K -19,180 -5%
LC
7
Legacy CG
Texas
$13.9M +$1.06M +27,755 +8%
GA
8
Goldstein Advisors
Wisconsin
$13.4M +$574K +15,056 +4%
GC
9
Gratus Capital
Georgia
$10.6M +$563K +14,783 +6%
EFL
10
ERn Financial LLC
Wisconsin
$7.99M -$65.3K -1,714 -0.8%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$6.32M +$1.36M +35,706 +28%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$5.95M +$233K +6,105 +4%
RJA
13
Raymond James & Associates
Florida
$4.97M +$191K +5,010 +4%
CWA
14
Consilio Wealth Advisors
Washington
$4.82M +$305K +7,994 +7%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$3.94M +$253K +6,636 +7%
WJA
16
Willis Johnson & Associates
Texas
$3.89M +$12.2K +320 +0.3%
AWA
17
Amplius Wealth Advisors
Pennsylvania
$3.88M +$22.3K +585 +0.6%
MWP
18
Madison Wealth Partners
Wisconsin
$3.65M -$1.07M -28,102 -23%
FPIS
19
Financial Planning & Information Services
Wisconsin
$2.83M +$904K +23,716 +47%
SG
20
Strid Group
Pennsylvania
$2.71M +$199K +5,220 +8%
SC
21
Sepio Capital
Utah
$2.62M +$445K +11,676 +20%
WAP
22
Wealthcare Advisory Partners
Pennsylvania
$2.31M +$470K +12,324 +26%
Mariner
23
Mariner
Kansas
$2.18M -$235K -6,154 -10%
BWP
24
Bernardo Wealth Planning
Pennsylvania
$2.08M +$54.9K +1,440 +3%
KIG
25
Kowal Investment Group
Wisconsin
$2.08M +$1.66M +43,490 +397%