We are live on ! Find out more
BIZD icon

VanEck BDC Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SGWM
126
Sterling Group Wealth Management
California
$371K +$9.54K +597 +2%
DADC
127
D.A. Davidson & Co
Montana
$360K +$196K +12,265 +104%
EAM
128
Everstar Asset Management
North Carolina
$359K +$69.7K +4,363 +22%
BFG
129
Bleakley Financial Group
New Jersey
$357K
Wealth Enhancement Advisory Services
130
Wealth Enhancement Advisory Services
Minnesota
$351K -$4.56K -285 -1%
MW
131
Maia Wealth
Colorado
$350K +$394K +24,653 New
IWC
132
Integrated Wealth Concepts
Massachusetts
$348K +$10.7K +670 +3%
AFP
133
Ausdal Financial Partners
Iowa
$344K +$155K +9,677 +73%
DWM
134
DKM Wealth Management
California
$335K
Truist Financial
135
Truist Financial
North Carolina
$326K -$71.6K -4,481 -17%
LFG
136
Larson Financial Group
Missouri
$324K +$35K +2,189 +11%
CSP
137
Cary Street Partners
Virginia
$322K -$3.6K -225 -1%
SMA
138
Sage Mountain Advisors
Georgia
$311K
HWM
139
HB Wealth Management
Georgia
$303K +$3.31K +207 +1%
SF
140
Summit Financial
New Jersey
$297K +$318K +19,901 New
RFA
141
Register Financial Advisors
Georgia
$297K +$4.86K +304 +2%
AQR Capital Management
142
AQR Capital Management
Connecticut
$288K
IC
143
IEQ Capital
California
$288K
OPWM
144
Oregon Pacific Wealth Management
Oregon
$288K +$1.65K +103 +0.5%
Cerity Partners
145
Cerity Partners
New York
$286K
MPWS
146
McCarter Private Wealth Services
Massachusetts
$277K +$297K +18,563 New
IA
147
IAM Advisory
Pennsylvania
$271K +$49.4K +3,090 +21%
SOS
148
Silver Oak Securities
Tennessee
$267K -$6.59K -412 -2%
BAAM
149
Baker Avenue Asset Management
California
$261K -$25.6K -1,600 -8%
CFP
150
Cascade Financial Partners
California
$256K