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VanEck CLO ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMN
26
Financial Management Network
California
$3.98M +$1.17M +22,140 +42%
HIS
27
Harvest Investment Services
Illinois
$3.94M +$618K +11,667 +19%
TFM
28
Trademark Financial Management
Minnesota
$3.72M +$2.46M +46,543 +194%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$3.65M -$21.9M -412,757 -86%
AA
30
Ancora Advisors
Ohio
$3.34M +$550K +10,393 +20%
SMAM
31
Sugar Maple Asset Management
Wisconsin
$3.3M +$2.8M +52,859 +547%
IW
32
IronOak Wealth
Texas
$3.18M +$3.2M +60,332 New
MAS
33
MPWM Advisory Solutions
Georgia
$3.07M +$3.08M +58,175 New
WA
34
WESPAC Advisors
California
$2.8M -$73K -1,379 -3%
HOWA
35
Heritage Oak Wealth Advisors
Florida
$2.77M +$2.78M +52,428 New
IAA
36
Independent Advisor Alliance
North Carolina
$2.75M +$2.76M +52,132 New
FTUS
37
Flow Traders U.S.
New York
$2.5M +$1.86M +35,158 +289%
VWA
38
Visionary Wealth Advisors
Illinois
$2.48M +$752K +14,204 +43%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$2.36M +$2.2M +41,508 +1,294%
TC
40
TAP Consulting
Missouri
$2.24M +$1.04M +19,612 +86%
PWA
41
PCG Wealth Advisors
Kansas
$2.24M +$264K +4,983 +13%
SA
42
Sanctuary Advisors
Indiana
$2.13M +$147K +2,780 +7%
VAG
43
VisionPoint Advisory Group
Texas
$2.07M +$431K +8,142 +26%
PCMM
44
Piedmont Capital Management (Montana)
Montana
$2.05M +$127K +2,407 +7%
CP
45
Castleview Partners
Texas
$2M -$594K -11,214 -23%
JWCA
46
J.W. Cole Advisors
Florida
$1.9M +$1.9M +35,920 New
CA
47
CoreCap Advisors
Michigan
$1.84M -$1.82M -34,361 -50%
Osaic Holdings
48
Osaic Holdings
Arizona
$1.78M +$171K +3,227 +11%
BSG
49
Black Swift Group
Colorado
$1.73M -$326K -6,155 -16%
AI
50
Atria Investments
North Carolina
$1.69M +$1.47M +27,716 +646%