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BondBloxx Bloomberg Six Month Target Duration US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Belpointe Asset Management
76
Belpointe Asset Management
Nevada
$584K +$29.4K +585 +5%
WIM
77
WealthPlan Investment Management
Nebraska
$569K -$10.6K -211 -2%
Harbour Investments
78
Harbour Investments
Wisconsin
$558K +$100 +2 +0%
GP
79
Greenline Partners
New York
$525K +$525K +10,439 New
CF
80
Centaurus Financial
California
$520K +$519K +10,332 New
HF
81
Holcombe Financial
Georgia
$511K -$32K -637 -6%
EIP
82
Ellis Investment Partners
Pennsylvania
$498K -$13K -259 -3%
Dynamic Advisor Solutions
83
Dynamic Advisor Solutions
Arizona
$485K – – –
FGG
84
Financial Guidance Group
Florida
$483K – – –
NA
85
Note Advisors
New York
$474K -$466K -9,271 -50%
ZI
86
ZEGA Investments
Florida
$459K -$235K -4,681 -34%
SG
87
StoneX Group
New York
$457K +$229K +4,558 +101%
Cambridge Investment Research Advisors
88
Cambridge Investment Research Advisors
Iowa
$421K -$4.35M -86,519 -91%
AIC
89
Argus Investors Counsel
New York
$420K -$251 -5 -0.1%
Lido Advisors
90
Lido Advisors
California
$413K -$37.7K -750 -8%
GWA
91
Genesis Wealth Advisors
Massachusetts
$394K +$394K +7,838 New
APA
92
Astoria Portfolio Advisors
New York
$387K -$2.81K -56 -0.7%
Sowell Financial Services
93
Sowell Financial Services
Arkansas
$367K – – –
Foundations Investment Advisors
94
Foundations Investment Advisors
Arizona
$357K -$132K -2,636 -27%
Farther Finance Advisors
95
Farther Finance Advisors
California
$346K +$145K +2,880 +72%
EP Wealth Advisors
96
EP Wealth Advisors
California
$331K +$330K +6,574 New
OPWM
97
Oregon Pacific Wealth Management
Oregon
$325K +$5.03K +100 +2%
LOWM
98
Laurel Oak Wealth Management
New Jersey
$322K +$114K +2,268 +55%
VWWMG
99
Vermillion & White Wealth Management Group
Pennsylvania
$313K +$4.62K +92 +2%
CIAS
100
CFS Investment Advisory Services
New Jersey
$309K -$99.5K -1,981 -24%