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Harbor Ares Systematic High Yield ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$428K -$21.6K -475 -5%
SPIA
27
Steward Partners Investment Advisory
New York
$353K +$49.7K +1,092 +16%
LWM
28
LongView Wealth Management
Georgia
$342K +$5.18K +114 +2%
IAA
29
Independence Asset Advisors
Pennsylvania
$279K +$39.5K +869 +16%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$251K -$68.1K -1,497 -21%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$227K -$191K -4,202 -45%
ACS
32
Archford Capital Strategies
Illinois
$224K -$1.94M -42,578 -89%
BHWM
33
Bar Harbor Wealth Management
New Hampshire
$218K
KAS
34
Kestra Advisory Services
Texas
$210K
PWS
35
Proactive Wealth Strategies
Georgia
$200K +$203K +4,468 New
Wells Fargo
36
Wells Fargo
California
$89.9K +$91.2K +2,005 +200,500%
TFA
37
Toth Financial Advisory
Virginia
$61K +$637 +14 +1%
IAIM
38
International Assets Investment Management
Florida
$51.9K -$25K -550 -32%
SWP
39
Strategic Wealth Partners
Ohio
$43.4K
1IA
40
1620 Investment Advisors
Massachusetts
$36.9K +$9.6K +211 +34%
UBS Group
41
UBS Group
Switzerland
$20.7K +$16.5K +363 +370%
TFM
42
TFC Financial Management
Massachusetts
$14.8K +$136 +3 +0.9%
NA
43
NewEdge Advisors
Louisiana
$10.6K +$136 +3 +1%
Morgan Stanley
44
Morgan Stanley
New York
$6.3K -$1.27K -28 -17%
WFAG
45
Worth Financial Advisory Group
North Carolina
-$291K -6,377 Closed
HighTower Advisors
46
HighTower Advisors
Illinois
-$228K -4,986 Closed
Raymond James Financial
47
Raymond James Financial
Florida
-$208K -4,561 Closed
RFP
48
Root Financial Partners
California
-$822 -18 Closed