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VanEck Fallen Angel High Yield Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
176
Sowell Financial Services
Arkansas
$675K +$345K +12,498 +108%
IWA
177
IVC Wealth Advisors
Pennsylvania
$660K +$37.4K +1,355 +6%
ACI
178
Alpha Cubed Investments
California
$622K
SWM
179
Stockman Wealth Management
Montana
$616K
SOS
180
Silver Oak Securities
Tennessee
$614K +$101K +3,663 +20%
Truist Financial
181
Truist Financial
North Carolina
$610K -$41.5K -1,505 -6%
BOSSRA
182
B.O.S.S. Retirement Advisors
Utah
$610K +$36.8K +1,334 +7%
Mercer Global Advisors
183
Mercer Global Advisors
Colorado
$602K -$18.8K -680 -3%
WP
184
WMS Partners
Maryland
$560K -$276K -10,000 -33%
DP
185
Denver PWM
Colorado
$534K -$2.15M -77,754 -80%
MOS
186
MGO One Seven
Ohio
$531K +$232K +8,388 +79%
MWM
187
Meridian Wealth Management
Kentucky
$522K -$39.4K -1,427 -7%
FF
188
Fluent Financial
Texas
$511K -$359 -13 -0.1%
PWM
189
Perigon Wealth Management
California
$505K -$219K -7,952 -31%
CWM
190
Catalyst Wealth Management
Georgia
$500K -$63.7K -2,308 -11%
MSFS
191
Main Street Financial Solutions
Pennsylvania
$487K -$2.71K -98 -0.6%
MPWT
192
MassMutual Private Wealth & Trust
Connecticut
$469K -$8.1M -293,441 -95%
GVAG
193
Great Valley Advisor Group
Delaware
$466K +$88.4K +3,202 +24%
OP
194
ORG Partners
Indiana
$460K +$455K +16,496 New
FFS
195
Founders Financial Securities
Maryland
$454K +$167K +6,038 +59%
LIG
196
Lokken Investment Group
Delaware
$450K +$443K +16,056 New
PL
197
Protective Life
Alabama
$448K
HI
198
Harbour Investments
Wisconsin
$432K -$62.7K -2,272 -13%
BWM
199
BCS Wealth Management
Tennessee
$413K -$363K -13,159 -47%
HNWAG
200
High Net Worth Advisory Group
Florida
$412K