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VanEck CLO ETF
CLOI

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
76
Beam Wealth Advisors
Louisiana
$585K -$112K -2,114 -16%
AWS
77
Atria Wealth Solutions
New York
$572K -$975K -18,405 -63%
IWM
78
Iams Wealth Management
Nebraska
$560K +$562K +10,620 New
AAS
79
Ameritas Advisory Services
Nebraska
$537K +$539K +10,172 New
CB
80
Chris Bulman
California
$506K +$508K +9,588 New
GWM
81
Geneos Wealth Management
Colorado
$506K +$508K +9,584 New
WA
82
Waverly Advisors
Alabama
$498K +$83.4K +1,575 +20%
IAA
83
Independence Asset Advisors
Pennsylvania
$484K +$486K +9,172 New
MOS
84
MGO One Seven
Ohio
$481K +$223K +4,207 +86%
GS
85
GTS Securities
Florida
$470K +$472K +8,906 New
BCA
86
Bay Colony Advisors
Massachusetts
$450K +$451K +8,519 New
TPA
87
Trivium Point Advisory
Connecticut
$437K -$4.71K -89 -1%
IA
88
IFP Advisors
Florida
$422K +$50.2K +948 +13%
SFPG
89
Stonebridge Financial Planning Group
Florida
$418K +$15.9K +300 +4%
SB
90
Strategic Blueprint
Georgia
$402K +$12.9K +243 +3%
AWA
91
Arkadios Wealth Advisors
Georgia
$393K +$90.5K +1,708 +30%
KWM
92
Kingsview Wealth Management
Oregon
$381K +$382K +7,213 New
BWP
93
Balboa Wealth Partners
Arizona
$353K +$18.9K +356 +6%
FEM
94
Fulcrum Equity Management
Texas
$329K -$310K -5,850 -48%
MA
95
MONECO Advisors
Connecticut
$313K +$314K +5,934 New
PIA
96
Perennial Investment Advisors
California
$307K +$62.2K +1,175 +25%
TA
97
TFB Advisors
Kansas
$292K +$41.6K +785 +17%
NA
98
NewEdge Advisors
Louisiana
$285K +$191K +3,610 +202%
LWA
99
Lowe Wealth Advisors
Maryland
$255K +$249K +4,701 +3,589%
AWA
100
Authentikos Wealth Advisory
California
$255K +$255K +4,823 New
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