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VanEck BDC Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
126
Wealth Enhancement Advisory Services
Minnesota
$407K +$43.6K +2,788 +12%
SGWM
127
Sterling Group Wealth Management
California
$394K +$2.97K +190 +0.8%
BCA
128
Bay Colony Advisors
Massachusetts
$391K -$89.5K -5,715 -19%
BFG
129
Bleakley Financial Group
New Jersey
$389K +$10.2K +654 +3%
LAM
130
L2 Asset Management
Massachusetts
$372K +$357K +22,831 New
IWC
131
Integrated Wealth Concepts
Massachusetts
$369K +$162K +10,319 +84%
DWM
132
DKM Wealth Management
California
$365K
CSP
133
Cary Street Partners
Virginia
$355K -$81.4K -5,200 -19%
SMF
134
Scott Marsh Financial
Utah
$347K +$333K +21,297 New
LSA
135
L & S Advisors
California
$339K +$326K +20,819 New
SMA
136
Sage Mountain Advisors
Georgia
$339K -$248K -15,846 -43%
HWM
137
HB Wealth Management
Georgia
$327K -$76.7K -4,899 -20%
EAM
138
Everstar Asset Management
North Carolina
$320K +$26.5K +1,693 +9%
RFA
139
Register Financial Advisors
Georgia
$318K +$344 +22 +0.1%
LFG
140
Larson Financial Group
Missouri
$317K +$37.5K +2,393 +14%
Corient Private Wealth
141
Corient Private Wealth
Florida
$315K +$131K +8,348 +76%
IC
142
IEQ Capital
California
$314K
AQR Capital Management
143
AQR Capital Management
Connecticut
$314K +$302K +19,267 New
Cerity Partners
144
Cerity Partners
New York
$312K -$262K -16,730 -47%
OPWM
145
Oregon Pacific Wealth Management
Oregon
$312K -$9.52K -608 -3%
BAAM
146
Baker Avenue Asset Management
California
$311K +$25K +1,600 +9%
SOS
147
Silver Oak Securities
Tennessee
$297K -$767 -49 -0.3%
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$294K +$257K +16,408 +996%
AR
149
Apeiron RIA
Texas
$293K -$7.18K -459 -2%
CIA
150
Concurrent Investment Advisors
Florida
$281K +$21.9K +1,398 +9%