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Hartford Total Return Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFM
1
Hartford Funds Management
Pennsylvania
$463M +$25.6M +757,553 +6%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$334M +$41.6M +1,231,316 +14%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$91M +$8.76M +259,189 +11%
Bank of America
4
Bank of America
North Carolina
$70.7M +$3.85M +113,789 +6%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$54.1M +$36.7M +1,084,955 +210%
EPW
6
Evolve Private Wealth
California
$51.1M +$3.12M +92,428 +7%
LPL Financial
7
LPL Financial
California
$48.7M +$7.42M +219,519 +18%
MCIA
8
Mountain Capital Investment Advisors
Colorado
$44.6M +$2.95M +87,428 +7%
UBS Group
9
UBS Group
Switzerland
$40.8M +$258K +7,646 +0.6%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$38M -$122K -3,624 -0.3%
HWM
11
HB Wealth Management
Georgia
$36.4M -$4.47M -132,197 -11%
Raymond James Financial
12
Raymond James Financial
Florida
$35.2M -$1.06M -31,419 -3%
HFS
13
Howard Financial Services
Texas
$34.3M +$953K +28,214 +3%
BFG
14
Berger Financial Group
Minnesota
$33M +$2.93M +86,608 +10%
FFA
15
Fragasso Financial Advisors
Pennsylvania
$31.9M +$1.02M +30,232 +3%
CAAM
16
Cornerstone Advisors Asset Management
Pennsylvania
$31.8M -$2.07M -61,198 -6%
HighTower Advisors
17
HighTower Advisors
Illinois
$30.6M -$2.59M -76,672 -8%
Jones Financial Companies
18
Jones Financial Companies
Missouri
$28.9M +$3.41M +100,948 +13%
CFP
19
Catalyst Financial Partners
Massachusetts
$25.3M +$1.32M +38,991 +5%
NPT
20
National Philanthropic Trust
Pennsylvania
$24.4M -$2.63M -77,961 -10%
SWM
21
Spire Wealth Management
Virginia
$24.1M -$29.3K -868 -0.1%
GPWA
22
Great Point Wealth Advisors
Massachusetts
$23.2M +$1.08M +32,031 +5%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$21.4M +$337K +9,962 +2%
BC
24
Brio Consultants
California
$17.8M +$36.3K +1,073 +0.2%
AWM
25
Atticus Wealth Management
Florida
$17.1M +$1.12M +33,006 +7%