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BondBloxx IR+M Tax Aware Short Duration ETF
TAXX

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
1
EP Wealth Advisors
California
$79.6M +$1.97M +39,001 +3%
TWM
2
Tanager Wealth Management
United Kingdom
$11.9M +$227K +4,485 +2%
OCM
3
One Capital Management
California
$10.7M – – –
DWA
4
Delos Wealth Advisors
Texas
$8.06M +$1.28M +25,366 +19%
BWM
5
BCGM Wealth Management
Indiana
$5.71M +$232K +4,583 +4%
MML Investors Services
6
MML Investors Services
Massachusetts
$5.02M +$2.89M +57,016 +136%
IRM
7
Income Research & Management
Massachusetts
$4.92M -$152K -3,000 -3%
IWC
8
Integrated Wealth Concepts
Massachusetts
$4.71M +$1.91M +37,630 +68%
AssetMark Inc
9
AssetMark Inc
California
$4.37M +$328K +6,474 +8%
CAAM
10
Cornerstone Advisors Asset Management
Pennsylvania
$4M – – –
AWM
11
AE Wealth Management
Kansas
$3.76M +$1.22M +24,150 +48%
LOWM
12
Laurel Oak Wealth Management
New Jersey
$2.52M +$2.01M +39,673 +398%
LSPW
13
Lake Street Private Wealth
Illinois
$2.45M +$264K +5,207 +12%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.4M -$39.7K -784 -2%
BW
15
Balance Wealth
Ohio
$2.4M -$258K -5,094 -10%
SM
16
Sweeney & Michel
California
$1.9M +$1.9M +37,571 New
Stifel Financial
17
Stifel Financial
Missouri
$1.85M -$39.5K -780 -2%
NRG
18
Nemes Rush Group
Michigan
$1.62M +$42.3K +836 +3%
MFA
19
Mayflower Financial Advisors
Massachusetts
$1.45M +$1.45M +28,604 New
CA
20
CGN Advisors
Kansas
$1.4M +$80.8K +1,595 +6%
LPL Financial
21
LPL Financial
California
$1.32M +$1.32M +25,974 New
Goldman Sachs
22
Goldman Sachs
New York
$1.25M +$1.24M +24,576 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.24M +$119K +2,351 +11%
FFA
24
Farther Finance Advisors
California
$1.18M +$759K +15,000 +180%
VFG
25
Victory Financial Group
Texas
$1.16M -$431K -8,521 -27%
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