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VanEck BDC Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
101
Prudential Financial
New Jersey
$412K +$87.6K +5,337 +27%
GRP
102
Global Retirement Partners
California
$410K +$12.4K +755 +3%
SGWM
103
Sterling Group Wealth Management
California
$398K +$394K +24,025 New
MOS
104
MGO One Seven
Ohio
$394K +$391K +23,802 New
AR
105
Apeiron RIA
Texas
$376K -$18.1K -1,101 -5%
EWM
106
Endowment Wealth Management
Wisconsin
$364K -$24.5K -1,491 -6%
NAM
107
NTV Asset Management
West Virginia
$359K
GL
108
Graypoint LLC
New York
$355K +$9.19K +560 +3%
JFG
109
Jefferies Financial Group
New York
$339K +$150K +9,159 +81%
BFG
110
Bleakley Financial Group
New Jersey
$337K +$2.13K +130 +0.6%
MAM
111
Milestone Asset Management
Pennsylvania
$325K +$4.69K +286 +1%
Truist Financial
112
Truist Financial
North Carolina
$320K +$78.8K +4,799 +33%
BFA
113
Beacon Financial Advisory
Ohio
$305K +$14.5K +883 +5%
EAM
114
Everstar Asset Management
North Carolina
$304K +$302K +18,387 New
EWA
115
EP Wealth Advisors
California
$304K +$302K +18,375 New
WIA
116
World Investment Advisors
California
$302K +$39.7K +2,419 +15%
BAAM
117
Baker Avenue Asset Management
California
$290K +$287K +17,486 New
CFP
118
Cascade Financial Partners
California
$288K -$3.58K -218 -1%
OC
119
Oppenheimer & Co
New York
$284K +$54.4K +3,316 +24%
RFA
120
Register Financial Advisors
Georgia
$280K +$804 +49 +0.3%
HWM
121
HB Wealth Management
Georgia
$273K +$3.15K +192 +1%
AIM
122
Anchor Investment Management
South Carolina
$270K -$6.32K -385 -2%
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$268K -$99.2K -6,042 -27%
LFG
124
Larson Financial Group
Missouri
$261K +$18.3K +1,115 +8%
BFWM
125
Bright Futures Wealth Management
New York
$261K +$29.8K +1,818 +13%