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VanEck CLO ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IP
26
Integras Partners
Georgia
$7.5M +$386K +7,295 +5%
JWCA
27
J.W. Cole Advisors
Florida
$7.36M +$5.47M +103,381 +288%
LIG
28
Lokken Investment Group
Delaware
$7.32M +$561K +10,589 +8%
MWM
29
Maridea Wealth Management
New York
$7.07M -$2.06M -38,953 -23%
CA
30
CWC Advisors
Oregon
$6.59M +$6.6M +124,659 New
GWM
31
Geneos Wealth Management
Colorado
$6.31M +$5.82M +109,883 +1,147%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$5.28M +$4.29M +80,999 +428%
Kovitz Investment Group Partners
33
Kovitz Investment Group Partners
Illinois
$5.18M +$5.19M +97,981 New
Jane Street
34
Jane Street
New York
$5.09M -$761K -14,377 -13%
TFM
35
Trademark Financial Management
Minnesota
$4.7M +$975K +18,404 +26%
WF
36
Wayfinding Financial
Washington
$4.63M +$4.64M +87,627 New
SA
37
Sanctuary Advisors
Indiana
$4.47M +$2.35M +44,442 +111%
IA
38
Integrity Alliance
Iowa
$4.28M +$4.29M +80,931 New
FMN
39
Financial Management Network
California
$4.2M +$284K +5,358 +7%
Citadel Advisors
40
Citadel Advisors
Florida
$3.84M +$2.59M +48,982 +206%
AI
41
Atria Investments
North Carolina
$3.72M +$2.03M +38,421 +120%
SMAM
42
Sugar Maple Asset Management
Wisconsin
$3.71M +$409K +7,727 +12%
VWA
43
Visionary Wealth Advisors
Illinois
$3.6M +$1.12M +21,123 +45%
AA
44
Ancora Advisors
Ohio
$3.27M -$80.4K -1,518 -2%
WA
45
WESPAC Advisors
California
$3.16M +$355K +6,704 +13%
JP Morgan Chase
46
JP Morgan Chase
New York
$3.15M +$3.16M +59,608 New
HOWA
47
Heritage Oak Wealth Advisors
Florida
$2.93M +$158K +2,976 +6%
MAS
48
MPWM Advisory Solutions
Georgia
$2.63M -$443K -8,359 -14%
CP
49
Castleview Partners
Texas
$2.31M +$314K +5,936 +16%
PCMM
50
Piedmont Capital Management (Montana)
Montana
$2.31M +$301K +5,692 +15%