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Hartford Schroders Tax-Aware Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
26
Financial Advocates Investment Management
Washington
$690K -$716K -38,217 -52%
AWS
27
Atria Wealth Solutions
New York
$601K +$67.1K +3,582 +13%
Stifel Financial
28
Stifel Financial
Missouri
$512K +$75.3K +4,023 +18%
HI
29
Harbour Investments
Wisconsin
$495K +$55K +2,934 +13%
JSW
30
Journey Strategic Wealth
New Jersey
$413K +$392K +20,920 New
TFM
31
Trademark Financial Management
Minnesota
$340K +$323K +17,230 New
PAG
32
Private Advisor Group
New Jersey
$294K -$11K -585 -4%
UWM
33
USAdvisors Wealth Management
Minnesota
$288K +$274K +14,610 New
BWM
34
Birchcreek Wealth Management
Ohio
$252K +$13.7K +731 +6%
MML Investors Services
35
MML Investors Services
Massachusetts
$222K -$84.4K -4,505 -29%
BFEC
36
Benjamin F. Edwards & Company
Missouri
$144K +$30K +1,600 +28%
SPIA
37
Steward Partners Investment Advisory
New York
$128K +$45.2K +2,415 +59%
PTC
38
Private Trust Company
Ohio
$116K -$37.5K -2,000 -25%
Jones Financial Companies
39
Jones Financial Companies
Missouri
$89.9K +$85.3K +4,552 New
WIM
40
Westside Investment Management
California
$39.5K
TLA
41
Tanglewood Legacy Advisors
Texas
$25.2K
UBS Group
42
UBS Group
Switzerland
$8.54K +$8.09K +432 New
Morgan Stanley
43
Morgan Stanley
New York
$20 -$24.1K -1,287 -100%
RJT
44
Raymond James Trust
Florida
-$468K -25,602 Closed
GS
45
GTS Securities
Florida
-$293K -16,023 Closed
JP Morgan Chase
46
JP Morgan Chase
New York
-$272K -14,913 Closed
WWMSC
47
Wagner Wealth Management (South Carolina)
South Carolina
-$98.1K -5,370 Closed