We are live on ! Find out more
XFIV icon

BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
XFIV

Name Holding Trade Value Shares
Change 		Change in
Stake
PCIA
26
Prime Capital Investment Advisors
Kansas
$946K +$952K +19,250 New
Citadel Advisors
27
Citadel Advisors
Florida
$901K -$311K -6,291 -26%
GAA
28
Global Assets Advisory
Florida
$594K +$14.9K +301 +3%
BAM
29
Belpointe Asset Management
Nevada
$551K +$45.8K +926 +9%
AWM
30
Able Wealth Management
New Jersey
$526K -$638K -12,897 -55%
WIM
31
WealthPlan Investment Management
Nebraska
$448K -$17.3K -349 -4%
PUI
32
Purpose Unlimited Inc
$402K -$2.25M -45,464 -85%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$393K +$3.36K +68 +0.9%
SFA
34
Spectrum Financial Alliance
Kentucky
$380K – – –
SPC
35
Sigma Planning Corp
Michigan
$375K +$378K +7,638 New
SSWM
36
Strait & Sound Wealth Management
California
$250K +$251K +5,076 New
TRCT
37
Tower Research Capital (TRC)
New York
$109K +$110K +2,216 New
CF
38
Centaurus Financial
California
$103K +$104K +2,099 New
UBS Group
39
UBS Group
Switzerland
$75.4K +$68.8K +1,391 +980%
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$59.4K +$59.8K +1,208 New
Fidelity Investments
41
Fidelity Investments
Massachusetts
$58.5K -$16.2K -328 -22%
ECA
42
Elevated Capital Advisors
Utah
$54.8K +$55.1K +1,114 New
NS
43
NBC Securities
Alabama
$11K +$99 +2 +0.9%
Osaic Holdings
44
Osaic Holdings
Arizona
$9.83K -$4.25K -86 -30%
Morgan Stanley
45
Morgan Stanley
New York
$5.7K +$2.47K +50 +76%
RHP
46
Royal Harbor Partners
Texas
– -$4.5M -91,047 Closed
M1FG
47
Mach-1 Financial Group
Arkansas
– -$1.95M -39,350 Closed
IWM
48
IHT Wealth Management
Illinois
– -$355K -7,175 Closed
KA
49
Kovack Advisors
Florida
– -$242K -4,900 Closed
SOS
50
Silver Oak Securities
Tennessee
– -$232K -4,679 Closed
1
2