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Hartford Schroders Tax-Aware Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Davenport & Co
26
Davenport & Co
Virginia
$589K +$160K +8,340 +37%
LS
27
Leelyn Smith
Illinois
$560K +$15.4K +798 +3%
Journey Strategic Wealth
28
Journey Strategic Wealth
New Jersey
$554K +$539 +28 +0.1%
WMA
29
West Michigan Advisors
Michigan
$546K -$4.48K -233 -0.8%
AWA
30
Amplius Wealth Advisors
Pennsylvania
$544K -$165K -8,584 -23%
Jane Street
31
Jane Street
New York
$523K -$2.03M -105,680 -79%
LWA
32
LifeGoal Wealth Advisors
New York
$497K -$876K -45,516 -64%
Harbour Investments
33
Harbour Investments
Wisconsin
$470K +$20K +1,042 +4%
UWM
34
USAdvisors Wealth Management
Minnesota
$441K +$20.9K +1,087 +5%
KFSN
35
Keystone Financial Services (Nebraska)
Nebraska
$423K +$28.3K +1,470 +7%
&Partners
36
&Partners
Tennessee
$422K -$291K -15,150 -41%
Flow Traders U.S.
37
Flow Traders U.S.
New York
$397K -$799K -41,534 -67%
AWA
38
Arete Wealth Advisors
Illinois
$383K +$82.7K +4,300 +27%
HighTower Advisors
39
HighTower Advisors
Illinois
$342K +$346K +17,999 New
OWA
40
Opal Wealth Advisors
New York
$341K +$6.73K +350 +2%
FA
41
Fermata Advisors
California
$221K – – –
MSFS
42
Main Street Financial Solutions
Pennsylvania
$211K -$10.8M -562,472 -98%
Steward Partners Investment Advisory
43
Steward Partners Investment Advisory
New York
$126K +$8.52K +443 +7%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$115K +$116K +6,038 New
PF
45
PlanVest Financial
Maryland
$69.7K +$70.6K +3,668 New
Morgan Stanley
46
Morgan Stanley
New York
$58.4K +$57.1K +2,966 +2,746%
WIM
47
Westside Investment Management
California
$38K – – –
Axxcess Wealth Management
48
Axxcess Wealth Management
California
– -$4.68M -244,475 Closed
Citadel Advisors
49
Citadel Advisors
Florida
– -$758K -39,602 Closed
AQR Capital Management
50
AQR Capital Management
Connecticut
– -$256K -13,354 Closed