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TAXM
BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents
TAXM
TAXM
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IRM
1
Income Research & Management
Boston,
Massachusetts
| $5.05M | – | – | – |
|
|
TWM
2
Tanager Wealth Management
Goring On Thames,
United Kingdom
| $800K | +$476K | +9,487 | +149% |
|
|
PSA
3
Plum Street Advisors
New Orleans,
Louisiana
| $570K | -$153K | -3,056 | -21% |
|
|
MFA
4
Mayflower Financial Advisors
Boston,
Massachusetts
| $503K | +$500K | +9,955 | New |
|
5
Goldman Sachs
New York
| $351K | +$65.2K | +1,300 | +23% |
|
|
RWP
6
RWA Wealth Partners
Newton,
Massachusetts
| $334K | +$332K | +6,606 | New |
|
7
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $290K | +$289K | +5,750 | New |
|
|
CA
8
Claro Advisors
Boston,
Massachusetts
| $237K | +$24.5K | +489 | +12% |
|
|
NG
9
Novem Group
Rochester,
New York
| $226K | +$224K | +4,470 | New |
|
|
IWC
10
Integrated Wealth Concepts
Waltham,
Massachusetts
| $220K | +$219K | +4,365 | New |
|
11
UBS Group
Zurich,
Switzerland
| $10K | +$9.94K | +198 | New |
|
|
1IA
12
1620 Investment Advisors
Plymouth,
Massachusetts
| $9.85K | +$7.28K | +145 | +290% |
|
13
Citadel Advisors
Miami,
Florida
| – | -$363K | -7,289 | Closed |
|