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PCMM

BondBloxx Private Credit CLO ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$365K -$142K -2,834 -28%
KPWS
52
Kestra Private Wealth Services
Texas
$325K +$331K +6,612 New
TPWM
53
Twelve Points Wealth Management
Massachusetts
$311K +$317K +6,329 New
HF
54
HRT Financial
New York
$303K +$308K +6,165 New
HCA
55
Heck Capital Advisors
Wisconsin
$302K +$11.9K +238 +4%
FPAS
56
Focus Partners Advisor Solutions
Missouri
$248K +$252K +5,043 New
BMWS
57
Brady Martz Wealth Solutions
North Dakota
$245K +$250K +4,989 New
WPA
58
Wealth Preservation Advisors
Tennessee
$225K +$159K +3,176 +228%
AWM
59
Avaii Wealth Management
Wisconsin
$225K -$31.9K -638 -12%
EFG
60
Elm3 Financial Group
Georgia
$203K +$206K +4,120 New
HI
61
Harbour Investments
Wisconsin
$202K -$34.8K -696 -14%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$82K +$20K +399 +31%
BC
63
Bulwark Capital
Florida
$73.8K -$481K -9,616 -86%
AWM
64
AE Wealth Management
Kansas
$48.4K +$49.2K +984 New
NRG
65
Nemes Rush Group
Michigan
$43.9K +$44.7K +893 New
CBT
66
Crews Bank & Trust
Florida
$39.3K
UBS Group
67
UBS Group
Switzerland
$28.2K +$28.7K +573 New
PWA
68
Physician Wealth Advisors
Utah
$26.1K -$1K -20 -4%
Osaic Holdings
69
Osaic Holdings
Arizona
$5.16K
Morgan Stanley
70
Morgan Stanley
New York
$1.79K +$50 +1 +3%
NCM
71
Northland Capital Management
Minnesota
-$4.56M -90,889 Closed
Thrivent Financial for Lutherans
72
Thrivent Financial for Lutherans
Minnesota
-$3.32M -66,200 Closed
Goldman Sachs
73
Goldman Sachs
New York
-$1.57M -31,233 Closed
CP
74
Castleview Partners
Texas
-$817K -16,297 Closed
CAS
75
Coppell Advisory Solutions
Texas
-$696K -13,902 Closed