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VanEck CLO ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
Maridea Wealth Management
New York
$8.39M -$479K -9,056 -5%
GWM
27
Geneos Wealth Management
Colorado
$8.29M -$265K -5,010 -3%
JWCA
28
J.W. Cole Advisors
Florida
$8.24M +$16.4K +310 +0.2%
OFS
29
OneAscent Financial Services
Alabama
$7.05M +$1.82M +34,368 +35%
CA
30
CWC Advisors
Oregon
$6.97M +$295K +5,574 +4%
Stifel Financial
31
Stifel Financial
Missouri
$6.86M +$132K +2,488 +2%
SPA
32
Sentinel Pension Advisors
Massachusetts
$6.59M -$1.59M -30,065 -19%
FMN
33
Financial Management Network
California
$5.56M +$950K +17,947 +21%
DPI
34
Diversified Portfolios Inc
Michigan
$5.43M +$5.44M +102,794 New
Koshinski Asset Management
35
Koshinski Asset Management
Illinois
$5.43M +$1.83M +34,544 +51%
Osaic Holdings
36
Osaic Holdings
Arizona
$5.35M +$1.9M +35,866 +55%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$5.26M +$5.27M +99,552 New
AWA
38
Arete Wealth Advisors
Illinois
$5.16M +$10K +189 +0.2%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$4.97M +$912K +17,244 +22%
MAS
40
MPWM Advisory Solutions
Georgia
$4.85M +$2.07M +39,122 +74%
TFM
41
Trademark Financial Management
Minnesota
$4.84M +$41.8K +790 +0.9%
DWM
42
Dakota Wealth Management
Florida
$4.78M +$4.79M +90,596 New
HIS
43
Harvest Investment Services
Illinois
$4.51M +$522K +9,872 +13%
OWM
44
OneAscent Wealth Management
Alabama
$4.41M +$127K +2,402 +3%
KPWS
45
Kestra Private Wealth Services
Texas
$4.24M +$984K +18,605 +30%
SMAM
46
Sugar Maple Asset Management
Wisconsin
$4.1M +$129K +2,434 +3%
CWG
47
Cornerstone Wealth Group
North Carolina
$4.02M +$222K +4,204 +6%
FS
48
Ferguson Shapiro
Georgia
$3.98M -$10.2M -193,136 -72%
Morgan Stanley
49
Morgan Stanley
New York
$3.91M +$3.9M +73,625 +16,075%
AA
50
Ancora Advisors
Ohio
$3.4M +$166K +3,138 +5%