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VanEck CLO ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
Maridea Wealth Management
New York
$7.11M +$22.9K +435 +0.3%
CA
27
CWC Advisors
Oregon
$6.68M +$79.6K +1,512 +1%
SWA
28
Sax Wealth Advisors
New Jersey
$6.13M +$5.73M +108,846 +1,593%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$5.3M +$5.27M +100,010 New
Osaic Holdings
30
Osaic Holdings
Arizona
$5.25M +$3.05M +57,848 +140%
Kovitz Investment Group Partners
31
Kovitz Investment Group Partners
Illinois
$5.16M -$31.1K -590 -0.6%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$5M -$294K -5,589 -6%
VWA
33
Visionary Wealth Advisors
Illinois
$4.59M +$983K +18,664 +27%
TFM
34
Trademark Financial Management
Minnesota
$4.37M -$339K -6,439 -7%
IP
35
Integras Partners
Georgia
$4.33M -$3.16M -60,096 -42%
AWM
36
Adams Wealth Management
Utah
$4.28M +$2.88M +54,602 +208%
CI
37
CacheTech Inc
Utah
$4.28M +$2.88M +54,602 +208%
IA
38
Integrity Alliance
Iowa
$4.21M -$72K -1,367 -2%
FMN
39
Financial Management Network
California
$4.2M -$69.7K -1,324 -2%
NW
40
NewEdge Wealth
Pennsylvania
$4.17M +$4.15M +78,881 New
SMAM
41
Sugar Maple Asset Management
Wisconsin
$3.85M +$128K +2,429 +3%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$3.76M -$21.8M -414,136 -85%
AA
43
Ancora Advisors
Ohio
$3.48M +$199K +3,788 +6%
AI
44
Atria Investments
North Carolina
$3.06M -$663K -12,595 -18%
NA
45
NewEdge Advisors
Louisiana
$2.93M +$1.88M +35,691 +181%
Mariner
46
Mariner
Kansas
$2.92M +$2.9M +55,077 New
WF
47
Wayfinding Financial
Washington
$2.88M -$1.74M -33,123 -38%
Goldman Sachs
48
Goldman Sachs
New York
$2.78M +$2.76M +52,487 New
MAS
49
MPWM Advisory Solutions
Georgia
$2.78M +$137K +2,603 +5%
PCMM
50
Piedmont Capital Management (Montana)
Montana
$2.48M +$115K +2,188 +5%