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VanEck BDC Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFAS
201
Keating Financial Advisory Services
Kansas
$142K – – –
EFS
202
Essex Financial Services
Connecticut
$140K +$140K +11,090 New
WCM
203
Wealthcare Capital Management
Virginia
$140K – – –
CIAS
204
Capital Investment Advisory Services
North Carolina
$139K – – –
HCM
205
Hicks Capital Management
Ohio
$131K +$131K +10,386 New
AIM
206
Anchor Investment Management
South Carolina
$128K – – –
SL
207
Sentinus LLC
Illinois
$127K – – –
GHAM
208
Gilman Hill Asset Management
Connecticut
$127K +$127K +10,000 New
TCM
209
Triumph Capital Management
Colorado
$106K -$5.53K -437 -5%
SWM
210
SHP Wealth Management
Massachusetts
$99.2K +$52.3K +4,129 +111%
Bank of Montreal
211
Bank of Montreal
Ontario, Canada
$82.3K – – –
EWA
212
EverSource Wealth Advisors
Alabama
$82.3K +$19K +1,500 +30%
CSC
213
Caldwell Sutter Capital
California
$81.8K +$71.2K +5,625 +670%
B
214
Bellecapital
Switzerland
$78.6K +$78.6K +6,212 New
HCM
215
Hollencrest Capital Management
California
$74.5K – – –
EC
216
Elequin Capital
New York
$72.3K +$72.3K +5,710 New
RFA
217
Register Financial Advisors
Georgia
$61.7K -$12.7K -1,000 -17%
AWM
218
AE Wealth Management
Kansas
$57.8K +$2.44K +193 +4%
EWM
219
EPG Wealth Management
Georgia
$57K +$6.33K +500 +13%
GA
220
GFS Advisors
Texas
$56.8K -$127K -10,000 -8%
CA
221
CoreCap Advisors
Michigan
$43.9K +$139 +11 +0.3%
WB
222
Webster Bank
Connecticut
$43.8K – – –
FNWA
223
Financial Network Wealth Advisors
Utah
$43K -$2.17K -171 -5%
CIS
224
Custom Index Systems
New York
$42.7K +$42.7K +3,371 New
GWM
225
Geneos Wealth Management
Colorado
$41.2K – – –