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Hartford Total Return Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFM
1
Hartford Funds Management
Pennsylvania
$462M -$31M -921,358 -6%
HWM
2
HB Wealth Management
Georgia
$66.1M +$65.6M +1,951,956 New
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$62.8M -$2.81M -83,459 -4%
Bank of America
4
Bank of America
North Carolina
$57.2M -$2.12M -62,921 -4%
HighTower Advisors
5
HighTower Advisors
Illinois
$57.1M +$56.3M +1,674,607 +15,924%
Raymond James Financial
6
Raymond James Financial
Florida
$49.2M +$15M +445,455 +44%
UBS Group
7
UBS Group
Switzerland
$49M +$716K +21,307 +1%
LPL Financial
8
LPL Financial
California
$41.9M -$1.76M -52,441 -4%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$33.5M +$2.26M +67,211 +7%
MCIA
10
Mountain Capital Investment Advisors
Colorado
$33.1M -$507K -15,064 -2%
CAAM
11
Cornerstone Advisors Asset Management
Pennsylvania
$30M -$444K -13,215 -1%
FFA
12
Fragasso Financial Advisors
Pennsylvania
$29.8M +$1.05M +31,129 +4%
HFS
13
Howard Financial Services
Texas
$29.4M -$520K -15,455 -2%
PCM
14
Park Capital Management
Wisconsin
$29.1M -$1.89M -56,294 -6%
WWA
15
WCG Wealth Advisors
Nevada
$27.6M -$5.31M -157,944 -16%
BFG
16
Berger Financial Group
Minnesota
$26.7M +$4.58M +136,076 +21%
SWM
17
Spire Wealth Management
Virginia
$26.1M +$382K +11,361 +1%
NW
18
NewEdge Wealth
Pennsylvania
$25.1M +$600K +17,831 +2%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$22.3M -$810K -24,078 -4%
MFGM
20
Marshall Financial Group (Maryland)
Maryland
$21.4M -$283K -8,424 -1%
GPWA
21
Great Point Wealth Advisors
Massachusetts
$18M +$3.9M +115,848 +28%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$17.8M -$7.39M -219,897 -29%
B
23
Bensler
Washington
$17.7M -$1.85M -55,015 -10%
CFP
24
Catalyst Financial Partners
Massachusetts
$17.6M +$8.31M +247,107 +91%
Jones Financial Companies
25
Jones Financial Companies
Missouri
$16.5M +$4.09M +121,687 +33%