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BondBloxx Bloomberg Five Year Target Duration US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$73.4M +$11.4M +231,051 +18%
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$65.5M +$31.1M +628,461 +89%
Wells Fargo
3
Wells Fargo
California
$47.8M -$883K -17,853 -2%
KIM
4
Kestra Investment Management
Texas
$31.5M +$31.7M +639,942 New
DF
5
Donoghue Forlines
Massachusetts
$26.7M -$6M -121,332 -18%
Bank of America
6
Bank of America
North Carolina
$20.7M +$4.34M +87,796 +26%
AWM
7
AE Wealth Management
Kansas
$20.5M +$3.74M +75,708 +22%
CICC
8
Capital Investment Counsel (Colorado)
Colorado
$19.8M +$5.21M +105,300 +35%
NRG
9
Nemes Rush Group
Michigan
$17.3M +$3.45M +69,740 +25%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$11.4M +$11.5M +231,692 New
MWM
11
Meridian Wealth Management
Kentucky
$9.63M +$444K +8,976 +5%
MFS
12
Mattson Financial Services
Michigan
$7.84M +$792K +16,010 +11%
BFA
13
Brown Financial Advisors
Ohio
$4.89M +$1.14M +23,134 +30%
FGG
14
Financial Guidance Group
Florida
$3.76M +$79.1K +1,599 +2%
ACA
15
Aptus Capital Advisors
Alabama
$3.76M +$79.1K +1,599 +2%
WAS
16
WESPAC Advisors SoCal
California
$3.41M +$3.43M +69,400 New
AA
17
ALPS Advisors
Colorado
$2.82M +$2.84M +57,340 New
IA
18
Inspire Advisors
Idaho
$2.74M +$2.76M +55,803 New
PW
19
Paladin Wealth
Minnesota
$2.6M +$293K +5,930 +13%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$2.42M -$68.5K -1,385 -3%
SAFS
21
S&A Financial Services
Kansas
$1.92M +$1.94M +39,139 New
BCM
22
Blume Capital Management
California
$1.75M -$63.1K -1,275 -3%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$1.51M +$943K +19,065 +163%
Jane Street
24
Jane Street
New York
$1.19M -$516K -10,440 -30%
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$1.17M -$35.1K -710 -3%