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VanEck BDC Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
151
CIBC Private Wealth Group
Georgia
$295K -$455K -31,718 -60%
HWM
152
HB Wealth Management
Georgia
$293K +$5.49K +383 +2%
IA
153
IAM Advisory
Pennsylvania
$269K +$11.6K +812 +4%
SF
154
Summit Financial
New Jersey
$265K -$17.3K -1,209 -6%
MPWS
155
McCarter Private Wealth Services
Massachusetts
$263K
SOS
156
Silver Oak Securities
Tennessee
$263K +$10.3K +721 +4%
OPWM
157
Oregon Pacific Wealth Management
Oregon
$260K -$13.5K -939 -5%
Pathstone Holdings
158
Pathstone Holdings
New Jersey
$252K +$255K +17,794 New
AR
159
Apeiron RIA
Texas
$250K +$7.57K +528 +3%
CFP
160
Cascade Financial Partners
California
$249K +$6.45K +450 +3%
Brown Advisory
161
Brown Advisory
Maryland
$235K -$210K -14,638 -47%
TI
162
Trexquant Investment
Connecticut
$234K +$39.9K +2,787 +20%
VBFP
163
Valtinson Bruner Financial Planning
Minnesota
$210K +$2.42K +169 +1%
FH
164
FWG Holdings
Florida
$209K +$214K +14,932 New
TCM
165
Triumph Capital Management
Colorado
$204K -$245K -17,090 -54%
LSA
166
L & S Advisors
California
$202K +$204K +14,224 New
Jane Street
167
Jane Street
New York
$198K -$899K -62,753 -82%
FHA
168
Flagship Harbor Advisors
Massachusetts
$191K -$38.4K -2,677 -17%
HCP
169
Hexagon Capital Partners
Arkansas
$190K -$3.2K -223 -2%
AF
170
Allworth Financial
California
$189K
GWM
171
GK Wealth Management
Nevada
$186K +$188K +13,135 New
US Bancorp
172
US Bancorp
Minnesota
$185K +$187K +13,067 New
TWM
173
Tortuga Wealth Management
California
$184K +$186K +12,976 New
ASN
174
Advisory Services Network
Georgia
$182K -$2.75K -192 -1%
GWWM
175
Great Waters Wealth Management
Minnesota
$173K