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BondBloxx Bloomberg Six Month Target Duration US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Prime Capital Investment Advisors
76
Prime Capital Investment Advisors
Kansas
$295K +$295K +5,873 New
Citadel Advisors
77
Citadel Advisors
Florida
$294K +$24.7K +491 +9%
UBS Group
78
UBS Group
Switzerland
$288K +$234K +4,654 +436%
CFGS
79
Concourse Financial Group Securities
Alabama
$262K +$227K +4,510 +644%
SOS
80
Silver Oak Securities
Tennessee
$253K +$5.17K +103 +2%
FFO
81
Fortitude Family Office
Arizona
$228K -$156K -3,100 -41%
Global Retirement Partners
82
Global Retirement Partners
California
$210K +$20.1K +400 +11%
APA
83
Astoria Portfolio Advisors
New York
$200K -$666K -13,260 -77%
Salem Investment Counselors
84
Salem Investment Counselors
North Carolina
$126K – – –
Morgan Stanley
85
Morgan Stanley
New York
$114K +$114K +2,267 New
Fidelity Investments
86
Fidelity Investments
Massachusetts
$109K +$95.3K +1,898 +706%
RIL
87
Rothschild Investment LLC
Illinois
$105K +$105K +2,090 New
Avior Wealth Management
88
Avior Wealth Management
Nebraska
$51.5K +$51.4K +1,023 New
AIC
89
Archer Investment Corporation
Indiana
$35.1K – – –
Harbour Investments
90
Harbour Investments
Wisconsin
$6.06K +$2.91K +58 +94%
OLVIG
91
Oliver Lagore Vanvalin Investment Group
Michigan
$40 -$2.61K -52 -98%
AE Wealth Management
92
AE Wealth Management
Kansas
– -$76.3M -1,516,146 Closed
CIA
93
Compass Ion Advisors
Pennsylvania
– -$8.65M -172,369 Closed
Cerity Partners
94
Cerity Partners
New York
– -$7.14M -142,298 Closed
HighTower Advisors
95
HighTower Advisors
Illinois
– -$575K -11,538 Closed
Old Mission Capital
96
Old Mission Capital
Illinois
– -$538K -10,719 Closed
TFM
97
Trademark Financial Management
Minnesota
– -$285K -5,680 Closed
Belpointe Asset Management
98
Belpointe Asset Management
Nevada
– -$278K -5,532 Closed
MSWM
99
Mowery & Schoenfeld Wealth Management
Illinois
– -$264K -5,254 Closed
SFA
100
Semmax Financial Advisors
North Carolina
– -$12.2K -244 Closed