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Hartford Schroders Tax-Aware Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWN
26
Independent Wealth Network
Iowa
$1.37M +$26.5K +1,356 +2%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1.05M +$355K +18,190 +51%
LS
28
Leelyn Smith
Illinois
$858K +$116K +5,949 +16%
CFGS
29
Concourse Financial Group Securities
Alabama
$750K -$5.75K -294 -0.8%
FAIM
30
Financial Advocates Investment Management
Washington
$721K +$36.9K +1,890 +5%
Stifel Financial
31
Stifel Financial
Missouri
$613K +$106K +5,403 +21%
Atria Wealth Solutions
32
Atria Wealth Solutions
New York
$593K -$2.27K -116 -0.4%
Harbour Investments
33
Harbour Investments
Wisconsin
$585K +$94.3K +4,823 +19%
Journey Strategic Wealth
34
Journey Strategic Wealth
New Jersey
$566K +$156K +8,000 +38%
Private Advisor Group
35
Private Advisor Group
New Jersey
$487K +$195K +9,989 +67%
Raymond James Trust
36
Raymond James Trust
Florida
$441K +$440K +22,523 New
UWM
37
USAdvisors Wealth Management
Minnesota
$399K +$116K +5,924 +41%
Flow Traders U.S.
38
Flow Traders U.S.
New York
$355K +$355K +18,140 New
CWA
39
CJM Wealth Advisers
Virginia
$351K +$350K +17,907 New
TFM
40
Trademark Financial Management
Minnesota
$349K +$11.2K +572 +3%
PG
41
Prostatis Group
Maryland
$335K +$334K +17,100 New
EverSource Wealth Advisors
42
EverSource Wealth Advisors
Alabama
$316K +$324K +16,556 New
WMA
43
West Michigan Advisors
Michigan
$262K +$261K +13,379 New
BWM
44
Birchcreek Wealth Management
Ohio
$250K – – –
Davenport & Co
45
Davenport & Co
Virginia
$232K +$231K +11,844 New
MML Investors Services
46
MML Investors Services
Massachusetts
$226K +$6.1K +312 +3%
Kestra Advisory Services
47
Kestra Advisory Services
Texas
$197K +$196K +10,038 New
Benjamin F. Edwards & Company
48
Benjamin F. Edwards & Company
Missouri
$172K +$29.3K +1,500 +21%
PTC
49
Private Trust Company
Ohio
$135K +$20K +1,023 +17%
Steward Partners Investment Advisory
50
Steward Partners Investment Advisory
New York
$107K -$19.8K -1,014 -16%