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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
$68.8M +$68.9M +1,355,710 New
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$17.9M +$699K +13,752 +4%
OCM
3
One Capital Management
California
$10.2M +$106K +2,077 +1%
TWM
4
Tanager Wealth Management
United Kingdom
$9.6M +$497K +9,781 +5%
DWA
5
Delos Wealth Advisors
Texas
$6.1M +$249K +4,906 +4%
BWM
6
BCGM Wealth Management
Indiana
$5.13M +$132K +2,598 +3%
IRM
7
Income Research & Management
Massachusetts
$5.07M – – –
Thrivent Financial for Lutherans
8
Thrivent Financial for Lutherans
Minnesota
$4.57M +$4.58M +90,087 New
BW
9
Balance Wealth
Ohio
$2.57M -$156K -3,068 -6%
CAAM
10
Cornerstone Advisors Asset Management
Pennsylvania
$2.5M +$2.5M +49,230 New
IWC
11
Integrated Wealth Concepts
Massachusetts
$2.37M +$653K +12,852 +38%
LSPW
12
Lake Street Private Wealth
Illinois
$2.12M +$1.25M +24,625 +143%
Stifel Financial
13
Stifel Financial
Missouri
$1.89M +$361K +7,107 +24%
BCI
14
Brinker Capital Investments
Pennsylvania
$1.83M +$300K +5,898 +20%
OA
15
Oasis Advisors
Iowa
$1.76M +$1.77M +34,769 New
VFG
16
Victory Financial Group
Texas
$1.48M +$243K +4,778 +20%
CIAS
17
CFS Investment Advisory Services
New Jersey
$1M +$152K +2,984 +18%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$996K +$998K +19,640 New
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$985K -$25.2K -496 -2%
CA
20
CGN Advisors
Kansas
$975K +$53.4K +1,050 +6%
SIS
21
Sound Income Strategies
Florida
$975K +$9.71K +191 +1%
Raymond James Financial
22
Raymond James Financial
Florida
$905K +$107K +2,096 +13%
NRG
23
Nemes Rush Group
Michigan
$902K +$174K +3,426 +24%
JFG
24
JDM Financial Group
Texas
$808K -$90.2K -1,775 -10%
IA
25
Inspire Advisors
Idaho
$717K +$412K +8,098 +134%
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