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VanEck Fallen Angel High Yield Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
276
Carson Wealth (CWM LLC)
Nebraska
$128K -$16.7K -605 -12%
T
277
Tidemark
California
$118K +$113K +4,103 New
FHA
278
First Horizon Advisors
Tennessee
$104K +$37.8K +1,369 +61%
SIS
279
Sound Income Strategies
Florida
$81.2K -$2.15K -78 -3%
SPIA
280
Steward Partners Investment Advisory
New York
$77K – – –
SSG
281
Summit Securities Group
New York
$73K +$69.9K +2,535 New
PNC Financial Services Group
282
PNC Financial Services Group
Pennsylvania
$66.8K +$965 +35 +2%
BWL
283
Bogart Wealth LLC
Virginia
$53.6K – – –
APC
284
Aspire Private Capital
North Carolina
$51.3K -$303 -11 -0.6%
PA
285
Pineridge Advisors
Missouri
$50K +$47.9K +1,738 New
EWM
286
EPG Wealth Management
Georgia
$49.1K +$1.02K +37 +2%
SAM
287
Smartleaf Asset Management
Massachusetts
$47.5K +$45.4K +1,646 New
TF
288
Tompkins Financial
New York
$44.8K – – –
GI
289
Gradient Investments
Minnesota
$39.2K -$29.5K -1,070 -44%
OP
290
ORG Partners
Indiana
$32.9K +$31.4K +1,140 New
RWM
291
Raffa Wealth Management
District of Columbia
$32.1K – – –
VF
292
VitalStone Financial
Texas
$27K -$910 -33 -3%
TC
293
Tacita Capital
Ontario, Canada
$26.7K +$25.6K +929 New
IRC
294
Investors Research Corp
Georgia
$23.3K – – –
WP
295
WealthShield Partners
North Carolina
$22.3K – – –
HGERS
296
Householder Group Estate & Retirement Specialist
Arizona
$21K -$21.8K -790 -52%
GRP
297
Global Retirement Partners
California
$18.7K – – –
US Bancorp
298
US Bancorp
Minnesota
$17.4K -$993 -36 -6%
Fidelity Investments
299
Fidelity Investments
Massachusetts
$13K +$3.75K +136 +43%
BFO
300
Biltmore Family Office
North Carolina
$12.5K -$1.38K -50 -10%