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BondBloxx IR+M Tax Aware Short Duration ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JFG
26
JDM Financial Group
Texas
$725K -$80.1K -1,576 -10%
PFGIA
27
Patriot Financial Group Insurance Agency
Massachusetts
$723K +$727K +14,308 New
IA
28
Inspire Advisors
Idaho
$701K -$13.3K -262 -2%
BWS
29
Buck Wealth Strategies
Colorado
$637K +$195K +3,832 +44%
BCI
30
Brinker Capital Investments
Pennsylvania
$633K -$1.2M -23,518 -65%
GI
31
Gradient Investments
Minnesota
$609K +$15.6K +307 +3%
FTUS
32
Flow Traders U.S.
New York
$547K +$550K +10,817 New
PSA
33
Plum Street Advisors
Louisiana
$546K +$549K +10,806 New
LOWM
34
Laurel Oak Wealth Management
New Jersey
$503K +$506K +9,958 New
BA
35
Bridgewater Advisors
New York
$497K +$499K +9,826 New
IPW
36
Impact Partnership Wealth
Georgia
$446K +$448K +8,821 New
SP
37
SmartHarvest Portfolios
Washington
$443K
CIA
38
Concurrent Investment Advisors
Florida
$436K +$439K +8,634 New
JP Morgan Chase
39
JP Morgan Chase
New York
$429K +$77.7K +1,528 +22%
FFA
40
Farther Finance Advisors
California
$420K +$142K +2,801 +51%
BF
41
Benchmark Financial
Delaware
$392K +$394K +7,758 New
CFP
42
Catalyst Financial Partners
Massachusetts
$363K
IP
43
Indivisible Partners
Florida
$342K +$98.7K +1,943 +40%
BlackRock
44
BlackRock
New York
$341K +$102K +2,000 +42%
FA
45
Fiducient Advisors
Illinois
$326K +$3.61K +71 +1%
GIM
46
Guild Investment Management
California
$278K
KAS
47
Kestra Advisory Services
Texas
$222K -$62.5K -1,229 -22%
RFS
48
Richardson Financial Services
Massachusetts
$57.7K +$58K +1,141 New
CIAS
49
Capital Investment Advisory Services
North Carolina
$33.4K +$33.5K +660 New
SFS
50
Sunrise Financial Services
Washington
$30.1K