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Hartford Schroders Tax-Aware Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
26
Patriot Financial Group Insurance Agency
Massachusetts
$590K -$643K -33,601 -52%
LS
27
Leelyn Smith
Illinois
$551K -$13.7K -716 -2%
AWA
28
Arete Wealth Advisors
Illinois
$507K +$120K +6,269 +31%
&Partners
29
&Partners
Tennessee
$496K +$69.6K +3,636 +16%
LWA
30
LifeGoal Wealth Advisors
New York
$487K -$12.6K -657 -3%
UWM
31
USAdvisors Wealth Management
Minnesota
$481K +$33.8K +1,765 +8%
Harbour Investments
32
Harbour Investments
Wisconsin
$475K +$804 +42 +0.2%
WMA
33
West Michigan Advisors
Michigan
$464K -$86.7K -4,529 -16%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$364K -$611K -31,938 -63%
OWA
35
Opal Wealth Advisors
New York
$356K +$12.1K +633 +4%
KFSN
36
Keystone Financial Services (Nebraska)
Nebraska
$338K -$89.5K -4,677 -21%
Old Mission Capital
37
Old Mission Capital
Illinois
$328K +$327K +17,112 New
HighTower Advisors
38
HighTower Advisors
Illinois
$303K -$41.7K -2,182 -12%
AWA
39
Amplius Wealth Advisors
Pennsylvania
$260K -$288K -15,027 -53%
MML Investors Services
40
MML Investors Services
Massachusetts
$246K +$246K +12,832 New
FA
41
Fermata Advisors
California
$223K – – –
Equitable Holdings
42
Equitable Holdings
New York
$211K +$210K +10,994 New
Steward Partners Investment Advisory
43
Steward Partners Investment Advisory
New York
$138K +$11.1K +578 +9%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$116K – – –
PF
45
PlanVest Financial
Maryland
$70.4K – – –
Morgan Stanley
46
Morgan Stanley
New York
$59.1K +$115 +6 +0.2%
WIM
47
Westside Investment Management
California
$38.4K – – –
Independent Advisor Alliance
48
Independent Advisor Alliance
North Carolina
– -$895K -47,088 Closed
Flow Traders U.S.
49
Flow Traders U.S.
New York
– -$397K -20,921 Closed
MSFS
50
Main Street Financial Solutions
Pennsylvania
– -$211K -11,103 Closed