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VanEck BDC Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CP
151
Castleview Partners
Texas
$65.7K -$205K -12,476 -76%
WB
152
Webster Bank
Connecticut
$57.2K – – –
SS
153
Sunbelt Securities
Texas
$49.7K – – –
MFS
154
Mattson Financial Services
Michigan
$46.3K – – –
JIP
155
Jaffetilchin Investment Partners
Florida
$45.8K +$45.4K +2,765 New
CA
156
CoreCap Advisors
Michigan
$41.4K -$297K -18,106 -88%
BC
157
Barrett & Company
Rhode Island
$37.3K – – –
CIAS
158
Capital Investment Advisory Services
North Carolina
$34.3K – – –
CIA
159
Cape Investment Advisory
Georgia
$33.1K – – –
Carson Wealth (CWM LLC)
160
Carson Wealth (CWM LLC)
Nebraska
$27K +$4.99K +304 +23%
SWM
161
Sanctuary Wealth Management
Idaho
$24.1K – – –
WOC
162
West Oak Capital
California
$24K – – –
MIM
163
Macroview Investment Management
Maryland
$20.8K +$459 +28 +2%
CA
164
Continuum Advisory
Idaho
$20.5K – – –
PTC
165
Private Trust Company
Ohio
$18.2K – – –
PFBT
166
Parkside Financial Bank & Trust
Missouri
$17K +$16.9K +1,027 New
OSAM
167
O'Shaughnessy Asset Management
Connecticut
$15.5K +$15.7K +955 New
SL
168
Salomon & Ludwin
Virginia
$15.2K – – –
B
169
Birchbrook
Maine
$11.9K +$312 +19 +3%
AA
170
AlphaMark Advisors
Kentucky
$11K +$6.15K +375 +132%
PP
171
PFS Partners
New Jersey
$9.75K – – –
AP
172
Aspect Partners
Virginia
$8.1K +$213 +13 +3%
CTA
173
Colonial Trust Advisors
South Carolina
$7.87K – – –
Fidelity Investments
174
Fidelity Investments
Massachusetts
$7.79K -$6.81K -415 -47%
NFSG
175
Newbridge Financial Services Group
Florida
$7.14K +$7.07K +431 New