We are live on ! Find out more
BIZD icon

VanEck BDC Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
126
Endowment Wealth Management
Wisconsin
$486K +$43.1K +3,011 +10%
SW
127
SlateStone Wealth
Florida
$465K -$45.9K -3,200 -9%
CG
128
CFO4Life Group
Texas
$462K -$130K -9,102 -22%
VWA
129
Visionary Wealth Advisors
Illinois
$453K -$118K -8,250 -21%
FPB
130
First PREMIER Bank
South Dakota
$451K -$8.14K -568 -2%
SWM
131
SHP Wealth Management
Massachusetts
$450K +$455K +31,745 New
STA
132
Shade Tree Advisors
New York
$448K +$453K +31,607 New
Northwestern Mutual Wealth Management
133
Northwestern Mutual Wealth Management
Wisconsin
$443K -$150K -10,448 -25%
GC
134
Grimes & Company
Massachusetts
$432K +$437K +30,475 New
PS
135
Principal Securities
Iowa
$426K +$217K +15,166 +102%
GFG
136
Genesis Financial Group
New Jersey
$415K +$420K +29,274 New
SA
137
Sanctuary Advisors
Indiana
$412K +$417K +29,087 New
MFA
138
Morling Financial Advisors
California
$407K +$411K +28,700 New
DA
139
Denali Advisors
California
$399K +$404K +28,158 New
SF
140
Symphony Financial
Texas
$377K -$27.6K -1,928 -7%
TYCC
141
Texas Yale Capital Corp
Florida
$371K -$14.3K -1,000 -4%
SGWM
142
Sterling Group Wealth Management
California
$370K +$17.9K +1,247 +5%
BFA
143
Beacon Financial Advisory
Ohio
$356K -$1.49K -104 -0.4%
DADC
144
D.A. Davidson & Co
Montana
$353K +$11.6K +806 +3%
CAM
145
Cidel Asset Management
Ontario, Canada
$346K +$350K +24,400 New
EAM
146
Everstar Asset Management
North Carolina
$345K +$4.89K +341 +1%
MMA
147
Miracle Mile Advisors
California
$335K +$339K +23,630 New
DWM
148
DKM Wealth Management
California
$318K
BFG
149
Bleakley Financial Group
New Jersey
$312K -$27.1K -1,890 -8%
LFG
150
Larson Financial Group
Missouri
$303K -$4.5K -314 -1%