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VanEck BDC Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
126
DKM Wealth Management
California
$375K
Wealth Enhancement Advisory Services
127
Wealth Enhancement Advisory Services
Minnesota
$374K +$381K +22,308 New
BFA
128
Beacon Financial Advisory
Ohio
$359K +$13.8K +811 +4%
WAP
129
Wealthcare Advisory Partners
Pennsylvania
$348K +$30.5K +1,786 +9%
OPWM
130
Oregon Pacific Wealth Management
Oregon
$331K +$10.8K +633 +3%
RFA
131
Register Financial Advisors
Georgia
$327K +$43K +2,520 +15%
IC
132
IEQ Capital
California
$323K +$329K +19,267 New
BBL
133
Beck Bode LLC
Massachusetts
$322K -$63.2K -3,699 -16%
AR
134
Apeiron RIA
Texas
$309K -$5.41K -317 -2%
SOS
135
Silver Oak Securities
Tennessee
$309K +$23.2K +1,356 +8%
EAM
136
Everstar Asset Management
North Carolina
$301K +$2.82K +165 +0.9%
BAAM
137
Baker Avenue Asset Management
California
$293K
JFG
138
Jefferies Financial Group
New York
$291K -$29.8K -1,746 -9%
CFP
139
Cascade Financial Partners
California
$287K -$5.98K -350 -2%
LFG
140
Larson Financial Group
Missouri
$286K +$14.6K +857 +5%
Northwestern Mutual Wealth Management
141
Northwestern Mutual Wealth Management
Wisconsin
$272K +$11.5K +674 +4%
CIA
142
Concurrent Investment Advisors
Florida
$266K +$271K +15,857 New
AC
143
Attessa Capital
Arizona
$260K -$29.5K -1,725 -10%
CG
144
CFO4Life Group
Texas
$247K +$251K +14,712 New
Barclays
145
Barclays
United Kingdom
$245K +$249K +14,594 New
VBFP
146
Valtinson Bruner Financial Planning
Minnesota
$243K +$33.7K +1,975 +16%
OC
147
Oppenheimer & Co
New York
$240K -$47.4K -2,777 -16%
PS
148
Principal Securities
Iowa
$238K
CGH
149
Crossmark Global Holdings
Texas
$238K +$242K +14,176 New
CAGAS
150
Capital Advisory Group Advisory Services
Minnesota
$236K -$5.26K -308 -2%