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VanEck CLO ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
51
Ancora Advisors
Ohio
$3.25M -$235K -4,445 -7%
AWM
52
Adams Wealth Management
Utah
$3.1M -$1.19M -22,540 -28%
CI
53
CacheTech Inc
Utah
$3.1M -$1.19M -22,540 -28%
WF
54
Wayfinding Financial
Washington
$2.91M +$16.7K +316 +0.6%
MAS
55
MPWM Advisory Solutions
Georgia
$2.8M +$19.3K +365 +0.7%
PCMM
56
Piedmont Capital Management (Montana)
Montana
$2.61M +$132K +2,500 +5%
Kovitz Investment Group Partners
57
Kovitz Investment Group Partners
Illinois
$2.4M -$2.77M -52,276 -54%
SF
58
Summit Financial
New Jersey
$2.12M +$2.11M +39,869 New
AO
59
Advisor OS
Illinois
$2.01M -$46.9K -886 -2%
BCG
60
Breakwater Capital Group
New Jersey
$1.96M +$139K +2,618 +8%
ACG
61
Allen Capital Group
Nebraska
$1.95M -$29.9K -565 -2%
RIS
62
Richmond Investment Services
Wisconsin
$1.91M -$457K -8,625 -19%
AA
63
Armis Advisers
Georgia
$1.84M +$365K +6,892 +25%
SA
64
Sanctuary Advisors
Indiana
$1.77M +$163K +3,072 +10%
AI
65
Atria Investments
North Carolina
$1.7M -$1.37M -25,877 -45%
BFWM
66
Bright Futures Wealth Management
New York
$1.61M +$1.6M +30,289 New
WWM
67
Western Wealth Management
Colorado
$1.61M +$335K +6,320 +26%
CGH
68
Crossmark Global Holdings
Texas
$1.58M +$44.4K +839 +3%
CPA
69
Cathy Pareto & Associates
Florida
$1.55M +$441K +8,334 +40%
PWA
70
PCG Wealth Advisors
Kansas
$1.55M +$1.55M +29,221 New
IPW
71
Impact Partnership Wealth
Georgia
$1.47M +$804K +15,176 +121%
MA
72
Mutual Advisors
Nebraska
$1.47M +$48.4K +914 +3%
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
$1.36M +$2.7K +51 +0.2%
MYIA
74
Mount Yale Investment Advisors
Colorado
$1.36M +$1.35M +25,553 New
SFPG
75
Stonebridge Financial Planning Group
Florida
$1.32M +$332K +6,262 +34%