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VanEck BDC Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GAMC
51
Garner Asset Management Corp
Texas
$2M +$1.45M +108,024 +223%
SPIA
52
Steward Partners Investment Advisory
New York
$1.92M -$524K -38,884 -21%
JWCA
53
J.W. Cole Advisors
Florida
$1.91M -$123K -9,105 -6%
SIS
54
Sound Income Strategies
Florida
$1.89M +$286K +21,215 +16%
IAIM
55
International Assets Investment Management
Florida
$1.89M -$109K -8,075 -5%
Creative Planning
56
Creative Planning
Kansas
$1.79M +$972K +72,156 +107%
WS
57
Wedbush Securities
California
$1.78M -$18.4K -1,369 -1%
BIM
58
Bridges Investment Management
Nebraska
$1.74M +$1.83M +135,805 New
GWM
59
Gibbs Wealth Management
Georgia
$1.71M +$877K +65,100 +95%
GA
60
GFS Advisors
Texas
$1.68M -$55.2K -4,100 -3%
FFWM
61
Future Financial Wealth Management
Ohio
$1.62M +$174K +12,951 +12%
WA
62
Wealth Alliance
New York
$1.62M +$329K +24,443 +24%
SWA
63
Sax Wealth Advisors
New Jersey
$1.61M
PAG
64
Private Advisor Group
New Jersey
$1.58M +$79.9K +5,935 +5%
BAAM
65
Baker Avenue Asset Management
California
$1.55M +$82.5K +6,126 +5%
HWM
66
Howard Wealth Management
Connecticut
$1.47M +$37.9K +2,818 +3%
KWA
67
Kingswood Wealth Advisors
California
$1.4M -$546K -40,550 -27%
WA
68
Waverly Advisors
Alabama
$1.36M +$97.1K +7,214 +7%
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$1.36M +$197K +14,606 +16%
Truist Financial
70
Truist Financial
North Carolina
$1.33M +$710K +52,729 +104%
KPWS
71
Kestra Private Wealth Services
Texas
$1.31M -$50K -3,711 -3%
GCM
72
Graham Capital Management
Connecticut
$1.28M
JP Morgan Chase
73
JP Morgan Chase
New York
$1.26M +$1.31M +97,489 +2,862%
IP
74
Indivisible Partners
Florida
$1.25M
Goldman Sachs
75
Goldman Sachs
New York
$1.25M +$377K +28,011 +40%