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Hartford Schroders Tax-Aware Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
26
LifeGoal Wealth Advisors
New York
$1.58M -$262K -13,988 -14%
KAS
27
Kestra Advisory Services
Texas
$1.51M +$337K +17,989 +29%
EFL
28
ERn Financial LLC
Wisconsin
$1.5M -$330K -17,600 -18%
FAIM
29
Financial Advocates Investment Management
Washington
$948K +$951K +50,679 New
JSW
30
Journey Strategic Wealth
New Jersey
$939K +$228K +12,159 +32%
SA
31
Sanctuary Advisors
Indiana
$786K -$250K -13,350 -24%
LS
32
Leelyn Smith
Illinois
$720K -$54.1K -2,882 -7%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$711K +$466K +24,832 +189%
PAG
34
Private Advisor Group
New Jersey
$705K +$35.7K +1,902 +5%
PFGIA
35
Patriot Financial Group Insurance Agency
Massachusetts
$698K -$379K -20,214 -35%
P
36
&Partners
Tennessee
$684K +$172K +9,168 +33%
SFGP
37
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$613K
AWS
38
Atria Wealth Solutions
New York
$573K +$12.5K +668 +2%
UWM
39
USAdvisors Wealth Management
Minnesota
$539K +$19.5K +1,040 +4%
AWA
40
Arete Wealth Advisors
Illinois
$485K +$117K +6,244 +32%
DC
41
Davenport & Co
Virginia
$450K +$3.66K +195 +0.8%
HI
42
Harbour Investments
Wisconsin
$434K -$215K -11,446 -33%
WMA
43
West Michigan Advisors
Michigan
$418K +$18.9K +1,010 +5%
KFSN
44
Keystone Financial Services (Nebraska)
Nebraska
$350K +$80.7K +4,304 +30%
Citadel Advisors
45
Citadel Advisors
Florida
$341K -$33.1K -1,763 -9%
OWA
46
Opal Wealth Advisors
New York
$313K -$395K -21,073 -56%
PG
47
Prostatis Group
Maryland
$271K -$86.3K -4,600 -24%
HighTower Advisors
48
HighTower Advisors
Illinois
$244K
MML Investors Services
49
MML Investors Services
Massachusetts
$232K +$1.82K +97 +0.8%
FA
50
Fermata Advisors
California
$218K -$192K -10,250 -47%