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BondBloxx Bloomberg Three Year Target Duration US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SG
1
Straightline Group
Michigan
$46.8M +$1.26M +25,468 +3%
GI
2
Gradient Investments
Minnesota
$32.3M +$1.73M +34,925 +6%
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$20M
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$18.9M -$320K -6,471 -2%
NRG
5
Nemes Rush Group
Michigan
$6.84M +$1.95M +39,397 +40%
AIM
6
Advyzon Investment Management
Illinois
$4.11M +$4.08M +82,572 New
Bank of America
7
Bank of America
North Carolina
$4.07M +$1.47M +29,659 +57%
SPL
8
Smart Portfolios LLC
Washington
$3.69M -$93.5K -1,890 -2%
MFS
9
Mattson Financial Services
Michigan
$3.67M +$124K +2,503 +4%
MWM
10
Maridea Wealth Management
New York
$2.45M +$2.43M +49,156 New
AWM
11
AE Wealth Management
Kansas
$2.36M +$84.1K +1,701 +4%
BFA
12
Brown Financial Advisors
Ohio
$2.19M -$22.9K -462 -1%
AFP
13
Ausdal Financial Partners
Iowa
$1.89M +$1.87M +37,886 New
FW
14
FullCircle Wealth
Texas
$1.78M +$1.77M +35,787 New
WAP
15
Wealthcare Advisory Partners
Pennsylvania
$1.69M +$59.9K +1,211 +4%
DAS
16
Dynamic Advisor Solutions
Arizona
$1.58M +$588K +11,896 +60%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.58M +$1.57M +31,704 New
SSWM
18
Strait & Sound Wealth Management
California
$1.57M +$214K +4,321 +16%
BWMG
19
Barnes Wealth Management Group
California
$1.48M +$60.6K +1,225 +4%
ESL
20
Endurance Services Ltd
New York
$1.21M
ECM
21
Exchange Capital Management
Michigan
$1.14M +$218K +4,398 +24%
PW
22
Paladin Wealth
Minnesota
$1.13M +$127K +2,559 +13%
Jane Street
23
Jane Street
New York
$1.11M +$501K +10,135 +84%
PWM
24
Partners Wealth Management
California
$754K -$5K -101 -0.7%
MWM
25
Meridian Wealth Management
Kentucky
$750K +$409K +8,268 +121%