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PCMM

BondBloxx Private Credit CLO ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$26.2M -$13.2M -266,536 -34%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$11.8M +$1.96M +39,451 +20%
CCA
3
Carrera Capital Advisors
Michigan
$9.34M -$2.42M -48,711 -21%
P
4
&Partners
Tennessee
$5.82M -$2.48M -50,022 -30%
NW
5
NewEdge Wealth
Pennsylvania
$4.63M -$183K -3,682 -4%
MML Investors Services
6
MML Investors Services
Massachusetts
$4.21M +$1.68M +33,837 +67%
IPW
7
Impact Partnership Wealth
Georgia
$3.97M +$1.17M +23,695 +42%
FIA
8
Foundations Investment Advisors
Arizona
$3.92M +$282K +5,697 +8%
Stifel Financial
9
Stifel Financial
Missouri
$3.79M +$300K +6,041 +9%
WWM
10
WT Wealth Management
Arizona
$3.54M -$699K -14,094 -17%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$3.28M +$3.27M +66,013 New
AFG
12
Atomi Financial Group
New York
$3.23M -$124K -2,495 -4%
MFS
13
Mattson Financial Services
Michigan
$3.07M -$1.17M -23,515 -27%
BW
14
Balance Wealth
Ohio
$3M +$66.5K +1,341 +2%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$2.72M +$1.07M +21,533 +65%
IA
16
Inspire Advisors
Idaho
$2.62M +$204K +4,109 +8%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$2.45M +$1.37M +27,613 +128%
SAW
18
Signal Advisors Wealth
Michigan
$2.29M -$27.9K -563 -1%
LRWM
19
Lord & Richards Wealth Management
Colorado
$2.26M -$56.4K -1,138 -2%
Citadel Advisors
20
Citadel Advisors
Florida
$2.17M +$983K +19,815 +84%
MI
21
Markowski Investments
Florida
$2.04M +$2.03M +40,974 New
CFM
22
Compass Financial Management
Florida
$2.01M +$2.01M +40,446 New
LPL Financial
23
LPL Financial
California
$1.86M +$1.85M +37,271 New
BFA
24
Brown Financial Advisors
Ohio
$1.82M -$803K -16,186 -31%
CIAS
25
Capital Investment Advisory Services
North Carolina
$1.73M +$125K +2,526 +8%