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VanEck CLO ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$544K +$106K +2,000 +24%
PAG
52
Private Advisor Group
New Jersey
$537K +$535K +10,144 New
AAS
53
Ameritas Advisory Services
Nebraska
$480K +$35K +663 +8%
SB
54
Strategic Blueprint
Georgia
$441K +$440K +8,336 New
SWM
55
Seed Wealth Management
Illinois
$440K
UBS Group
56
UBS Group
Switzerland
$429K +$66.8K +1,266 +19%
TNBTD
57
Trustmark National Bank Trust Department
Mississippi
$386K +$385K +7,288 New
PIA
58
Perennial Investment Advisors
California
$360K -$189K -3,580 -34%
SFPG
59
Stonebridge Financial Planning Group
Florida
$340K +$106K +2,000 +45%
WA
60
Waverly Advisors
Alabama
$308K +$16K +304 +6%
SS
61
Sunbelt Securities
Texas
$276K +$275K +5,211 New
IA
62
IFP Advisors
Florida
$267K +$266K +5,040 New
CIA
63
Concurrent Investment Advisors
Florida
$251K +$251K +4,750 New
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$237K +$236K +4,473 New
AI
65
Atria Investments
North Carolina
$235K +$235K +4,444 New
AWA
66
Arkadios Wealth Advisors
Georgia
$227K +$227K +4,294 New
MOS
67
MGO One Seven
Ohio
$223K +$222K +4,210 New
IAS
68
Insigneo Advisory Services
Florida
$222K +$222K +4,211 New
NP
69
NorthRock Partners
Minnesota
$216K -$58.8K -1,114 -21%
SSWM
70
Sheets Smith Wealth Management
North Carolina
$212K
TSS
71
Two Sigma Securities
New York
$210K +$209K +3,964 New
BPWM
72
Black Point Wealth Management
Florida
$205K +$204K +3,865 New
AFS
73
Annapolis Financial Services
Maryland
$133K +$132K +2,507 New
MFS
74
Mattson Financial Services
Michigan
$90.4K +$90.1K +1,708 New
FWP
75
FAS Wealth Partners
Kansas
$44.6K +$1.21K +23 +3%