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PCMM

BondBloxx Private Credit CLO ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$30M +$2.11M +41,732 +8%
CCA
2
Carrera Capital Advisors
Michigan
$29.9M +$2.21M +43,784 +8%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.54M +$6.83M +135,026 +957%
BCI
4
Brinker Capital Investments
Pennsylvania
$6.27M +$486K +9,609 +8%
P
5
&Partners
Tennessee
$6.18M +$6.18M +122,098 New
NW
6
NewEdge Wealth
Pennsylvania
$4.55M +$1M +19,864 +28%
NCM
7
Northland Capital Management
Minnesota
$4.33M +$49.7K +983 +1%
MFS
8
Mattson Financial Services
Michigan
$3.34M +$167K +3,301 +5%
BW
9
Balance Wealth
Ohio
$3.19M +$659K +13,030 +26%
Stifel Financial
10
Stifel Financial
Missouri
$2.43M +$540K +10,672 +29%
FW
11
FullCircle Wealth
Texas
$2.37M +$1.03M +20,317 +75%
Goldman Sachs
12
Goldman Sachs
New York
$2.26M +$1.14M +22,631 +103%
IA
13
Inspire Advisors
Idaho
$2.25M +$260K +5,135 +13%
LRWM
14
Lord & Richards Wealth Management
Colorado
$2.21M +$2.21M +43,673 New
SAW
15
Signal Advisors Wealth
Michigan
$2.21M +$2.21M +43,673 New
CP
16
Castleview Partners
Texas
$2.12M +$2.12M +41,856 New
BFA
17
Brown Financial Advisors
Ohio
$1.99M +$91.1K +1,802 +5%
MFG
18
Magnus Financial Group
New York
$1.94M +$542K +10,725 +39%
PCIA
19
Prime Capital Investment Advisors
Kansas
$1.87M -$506 -10 -0%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.85M +$1.34M +26,543 +264%
CFA
21
Camarda Financial Advisors
Florida
$1.61M -$14.5K -286 -0.9%
RA
22
RFG Advisory
Alabama
$1.32M +$516K +10,201 +64%
FWM
23
Fortress Wealth Management
California
$1.32M +$351K +6,935 +36%
FIA
24
Foundations Investment Advisors
Arizona
$1.28M +$120K +2,376 +10%
CPIG
25
Chicago Partners Investment Group
Illinois
$1.15M -$174K -3,441 -13%