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VanEck BDC Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$31.5M +$9.51M +562,547 +44%
LPL Financial
2
LPL Financial
California
$16.9M +$1.91M +112,730 +13%
GI
3
Gradient Investments
Minnesota
$11.5M +$230K +13,637 +2%
Bank of America
4
Bank of America
North Carolina
$6.94M -$123K -7,280 -2%
Wells Fargo
5
Wells Fargo
California
$6.82M +$1.39M +82,085 +26%
UBS Group
6
UBS Group
Switzerland
$5.67M +$208K +12,336 +4%
CCM
7
Condor Capital Management
New Jersey
$4.93M -$68.4K -4,045 -1%
IAN
8
Integrated Advisors Network
Texas
$4.75M +$4.68M +276,766 New
NA
9
NewEdge Advisors
Louisiana
$4.65M -$420K -24,860 -8%
AS
10
Altshuler Shaham
Israel
$3.67M
Creative Planning
11
Creative Planning
Kansas
$3.49M +$3.23M +191,345 +1,570%
HH
12
Hilltop Holdings
Texas
$3.4M +$597K +35,327 +22%
AOG
13
Alpha Omega Group
Virginia
$3.35M -$3.01M -178,146 -48%
AIIMS
14
Analyst IMS Investment Management Services
Israel
$2.94M -$26.5K -1,570 -0.9%
CAN
15
Cetera Advisor Networks
California
$2.92M +$104K +6,138 +4%
Stifel Financial
16
Stifel Financial
Missouri
$2.75M -$204K -12,060 -7%
CWM
17
Centric Wealth Management
Illinois
$2.45M +$28K +1,656 +1%
ACM
18
Ascendant Capital Management
California
$2.42M +$828K +49,000 +53%
CCP
19
Cardan Capital Partners
Colorado
$2.09M +$323K +19,124 +19%
JFGIW
20
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.84M +$8.04K +476 +0.4%
MCM
21
Monument Capital Management
Virginia
$1.8M -$506K -29,922 -22%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.73M -$71.6K -4,238 -4%
SW
23
SlateStone Wealth
Florida
$1.64M +$50.7K +3,000 +3%
HB
24
Homrich & Berg
Georgia
$1.58M +$298K +17,650 +24%
WS
25
Wedbush Securities
California
$1.52M +$42.3K +2,504 +3%