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BondBloxx Bloomberg One Year Target Duration US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
World Investment Advisors
26
World Investment Advisors
California
$1.39M +$127K +2,556 +10%
LC
27
Legacy CG
Texas
$1.33M +$1.33M +26,704 New
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$1.24M +$1.23M +24,817 New
WAP
29
Wealthcare Advisory Partners
Pennsylvania
$1.21M +$93.8K +1,888 +8%
IFP Advisors
30
IFP Advisors
Florida
$1.17M +$108K +2,175 +10%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$1.16M +$84.7K +1,704 +8%
RIA
32
Regal Investment Advisors
Michigan
$943K +$938K +18,875 New
SPA
33
Shore Point Advisors
New Jersey
$785K +$19.6K +394 +3%
TWM
34
Tanager Wealth Management
United Kingdom
$727K -$187K -3,771 -21%
TCA
35
Transcend Capital Advisors
New Jersey
$687K +$274K +5,521 +67%
PWG
36
Portside Wealth Group
Utah
$674K -$28.3K -570 -4%
SS
37
Sunbelt Securities
Texas
$667K – – –
VWA
38
Visionary Wealth Advisors
Illinois
$619K +$616K +12,390 New
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$541K +$222K +4,475 +70%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$531K +$2.44K +49 +0.5%
AIC
41
Argus Investors Counsel
New York
$503K -$454K -9,140 -48%
Diversify Wealth Management
42
Diversify Wealth Management
Utah
$462K +$223K +4,497 +94%
BWM
43
BlackDiamond Wealth Management
New York
$442K +$444K +8,930 New
APA
44
Astoria Portfolio Advisors
New York
$431K +$22.8K +458 +6%
MGO One Seven
45
MGO One Seven
Ohio
$429K +$18.8K +379 +5%
Kestra Advisory Services
46
Kestra Advisory Services
Texas
$422K +$5.22K +105 +1%
SB
47
Strategic Blueprint
Georgia
$409K +$139K +2,800 +52%
Evergreen Capital Management
48
Evergreen Capital Management
Washington
$400K – – –
Atria Investments
49
Atria Investments
North Carolina
$378K +$376K +7,575 New
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$365K -$3.43K -69 -0.9%