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BondBloxx Bloomberg One Year Target Duration US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Waverly Advisors
76
Waverly Advisors
Alabama
$212K +$212K +4,280 New
World Investment Advisors
77
World Investment Advisors
California
$205K -$292K -5,885 -59%
WWA
78
Wealth Watch Advisors
Colorado
$182K +$183K +3,682 New
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$134K +$33.3K +672 +33%
Geneos Wealth Management
80
Geneos Wealth Management
Colorado
$109K -$12.7K -257 -10%
Osaic Holdings
81
Osaic Holdings
Arizona
$57.6K +$13K +263 +29%
WG
82
Wellington Group
Indiana
$54.9K +$55K +1,108 New
BCMIO
83
Beacon Capital Management Inc (Ohio)
Ohio
$41.3K +$31.1K +627 +304%
SageView Advisory Group
84
SageView Advisory Group
California
$26.2K +$26.2K +528 New
KFG
85
Kingdom Financial Group
Arizona
$24.2K -$681K -13,740 -97%
Blue Trust Inc
86
Blue Trust Inc
Georgia
$19.8K – – –
MAS
87
MPWM Advisory Solutions
Georgia
$18.2K – – –
TCOV
88
Trust Company of Vermont
Vermont
$11.9K -$7.54K -152 -39%
Q1WB
89
Quest 10 Wealth Builders
Virginia
$11.4K +$4.22K +85 +58%
Steward Partners Investment Advisory
90
Steward Partners Investment Advisory
New York
$10.6K -$9.08K -183 -46%
Hantz Financial Services
91
Hantz Financial Services
Michigan
$9K +$9.47K +191 New
IIM
92
IFC & Insurance Marketing
California
$8K +$7.89K +159 New
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$6.84K – – –
EWM
94
Evolution Wealth Management
Florida
$5.65K – – –
Wells Fargo
95
Wells Fargo
California
$5.55K -$7.04K -142 -56%
PWM
96
Peck Wealth Management
New York
$4.95K – – –
RF
97
Rossby Financial
Florida
$2.92K – – –
Kovitz Investment Group Partners
98
Kovitz Investment Group Partners
Illinois
– -$1.49M -30,045 Closed
Flow Traders U.S.
99
Flow Traders U.S.
New York
– -$769K -15,490 Closed
IA
100
Inspire Advisors
Idaho
– -$270K -5,435 Closed