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PCMM

BondBloxx Private Credit CLO ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LSPW
26
Lake Street Private Wealth
Illinois
$744K +$30.4K +602 +4%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$711K +$712K +14,111 New
IWN
28
Independent Wealth Network
Iowa
$603K +$604K +11,960 New
SIM
29
Stratos Investment Management
Ohio
$547K +$548K +10,857 New
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$538K +$25.1K +497 +5%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$507K +$508K +10,072 New
BCA
32
Bay Colony Advisors
Massachusetts
$451K +$64.9K +1,287 +17%
WCG
33
Weaver Consulting Group
California
$413K +$414K +8,200 New
HCA
34
Heck Capital Advisors
Wisconsin
$216K +$606 +12 +0.3%
SPIA
35
Steward Partners Investment Advisory
New York
$173K +$174K +3,443 New
CBT
36
Crews Bank & Trust
Florida
$40.3K +$40.4K +800 New
PWA
37
Physician Wealth Advisors
Utah
$20.2K +$20.2K +400 New
PA
38
Pineridge Advisors
Missouri
$17.6K
CAIM
39
Catherine Avery Investment Management
Florida
$14.9K +$14.9K +295 New
Raymond James Financial
40
Raymond James Financial
Florida
$3.02K +$3.03K +60 New
GRP
41
Global Retirement Partners
California
$2.32K +$2.32K +46 New
Morgan Stanley
42
Morgan Stanley
New York
$1.71K +$1.72K +34 New
UBS Group
43
UBS Group
Switzerland
$1.01K +$807 +16 +400%
Jane Street
44
Jane Street
New York
-$392K -7,709 Closed
JP Morgan Chase
45
JP Morgan Chase
New York
-$102K -2,000 Closed
SIS
46
Sound Income Strategies
Florida
-$20K -393 Closed