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Hartford Schroders Tax-Aware Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFL
26
ERn Financial LLC
Wisconsin
$1.97M -$6.23M -317,416 -76%
PFGIA
27
Patriot Financial Group Insurance Agency
Massachusetts
$1.52M -$1.17M -59,874 -43%
FAIM
28
Financial Advocates Investment Management
Washington
$1.29M +$48.7K +2,482 +4%
Sanctuary Advisors
29
Sanctuary Advisors
Indiana
$1.08M – – –
CFGS
30
Concourse Financial Group Securities
Alabama
$1.02M +$130K +6,630 +14%
Journey Strategic Wealth
31
Journey Strategic Wealth
New Jersey
$782K +$55.8K +2,843 +8%
Citadel Advisors
32
Citadel Advisors
Florida
$778K +$789K +40,200 New
LS
33
Leelyn Smith
Illinois
$762K +$8.28K +422 +1%
Kestra Advisory Services
34
Kestra Advisory Services
Texas
$728K +$163K +8,309 +28%
OWA
35
Opal Wealth Advisors
New York
$720K +$350K +17,822 +92%
EverSource Wealth Advisors
36
EverSource Wealth Advisors
Alabama
$656K +$173K +8,822 +35%
Harbour Investments
37
Harbour Investments
Wisconsin
$651K -$2.51K -128 -0.4%
&Partners
38
&Partners
Tennessee
$648K -$2.55K -130 -0.4%
AWA
39
Arete Wealth Advisors
Illinois
$640K -$30.5K -1,554 -4%
SFGP
40
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$634K +$642K +32,737 New
Stifel Financial
41
Stifel Financial
Missouri
$634K -$8.55K -436 -1%
Private Advisor Group
42
Private Advisor Group
New Jersey
$577K +$83.6K +4,260 +17%
Atria Wealth Solutions
43
Atria Wealth Solutions
New York
$569K -$5.81K -296 -1%
PG
44
Prostatis Group
Maryland
$525K +$98.1K +5,000 +23%
UWM
45
USAdvisors Wealth Management
Minnesota
$503K +$82.7K +4,216 +19%
Davenport & Co
46
Davenport & Co
Virginia
$502K +$41.8K +2,130 +9%
WMA
47
West Michigan Advisors
Michigan
$446K -$67.2K -3,423 -13%
FA
48
Fermata Advisors
California
$424K +$429K +21,881 New
PTC
49
Private Trust Company
Ohio
$270K +$19.8K +1,010 +8%
KFSN
50
Keystone Financial Services (Nebraska)
Nebraska
$245K +$248K +12,654 New