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BondBloxx Bloomberg Five Year Target Duration US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$579K +$9.34K +188 +2%
BAM
27
Belpointe Asset Management
Nevada
$509K +$178K +3,583 +53%
WIM
28
WealthPlan Investment Management
Nebraska
$469K -$8.44K -170 -2%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$392K +$52.7K +1,062 +15%
SFA
30
Spectrum Financial Alliance
Kentucky
$383K +$384K +7,731 New
IWM
31
IHT Wealth Management
Illinois
$355K – – –
KA
32
Kovack Advisors
Florida
$242K +$243K +4,900 New
SOS
33
Silver Oak Securities
Tennessee
$232K +$298 +6 +0.1%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$75.1K +$3.97K +80 +6%
Comerica Bank
35
Comerica Bank
Texas
$60.5K +$60.7K +1,223 New
GRP
36
Global Retirement Partners
California
$15.4K +$13.3K +267 +593%
Osaic Holdings
37
Osaic Holdings
Arizona
$14.2K +$14.2K +286 New
NS
38
NBC Securities
Alabama
$10.9K +$99 +2 +0.9%
UBS Group
39
UBS Group
Switzerland
$7.03K +$7.05K +142 New
Morgan Stanley
40
Morgan Stanley
New York
$3.27K – – –
GS
41
GTS Securities
Florida
– -$1.42M -28,730 Closed
TRCT
42
Tower Research Capital (TRC)
New York
– -$1.28M -25,877 Closed
ESL
43
Endurance Services Ltd
New York
– -$1.21M -24,400 Closed
KFG
44
Kingdom Financial Group
Arizona
– -$586K -11,829 Closed
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
– -$228K -4,610 Closed
NA
46
NewEdge Advisors
Louisiana
– -$208K -4,198 Closed
GWM
47
Geneos Wealth Management
Colorado
– -$144K -2,904 Closed
Jones Financial Companies
48
Jones Financial Companies
Missouri
– -$18.6K -375 Closed