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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%
P
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%
HI
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%
OMC
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
EH
42
Equitable Holdings
New York
$211K +$210K +10,994 New
SPIA
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
IWC
48
Integrated Wealth Concepts
Massachusetts
$23.3K +$23.3K +1,216 New
IAA
49
Independent Advisor Alliance
North Carolina
-$895K -47,088 Closed
FTUS
50
Flow Traders U.S.
New York
-$397K -20,921 Closed