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VanEck CLO ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FIM
76
Freedom Investment Management
Connecticut
$873K -$2.33K -44 -0.3%
Truist Financial
77
Truist Financial
North Carolina
$818K -$69.5K -1,313 -8%
CPA
78
Cathy Pareto & Associates
Florida
$789K +$790K +14,925 New
SWP
79
Stratos Wealth Partners
Ohio
$785K +$114K +2,151 +17%
RC
80
Rovin Capital
Arizona
$781K +$783K +14,787 New
TNBTD
81
Trustmark National Bank Trust Department
Mississippi
$756K +$110K +2,085 +17%
PAG
82
Private Advisor Group
New Jersey
$722K -$79.7K -1,505 -10%
IWM
83
Iams Wealth Management
Nebraska
$686K +$125K +2,366 +22%
TPA
84
Trivium Point Advisory
Connecticut
$679K +$241K +4,556 +55%
WA
85
Waverly Advisors
Alabama
$627K +$128K +2,424 +26%
UBS Group
86
UBS Group
Switzerland
$598K +$600K +11,325 New
AWS
87
Atria Wealth Solutions
New York
$597K +$23.5K +444 +4%
SFPG
88
Stonebridge Financial Planning Group
Florida
$568K +$150K +2,841 +36%
OAS
89
Optivise Advisory Services
Tennessee
$559K +$560K +10,582 New
BWA
90
Beam Wealth Advisors
Louisiana
$537K -$48.5K -916 -8%
LWA
91
Lowe Wealth Advisors
Maryland
$527K +$272K +5,137 +106%
IA
92
IFP Advisors
Florida
$505K +$83.1K +1,570 +20%
GVCM
93
Global View Capital Management
Wisconsin
$501K -$98.3K -1,857 -16%
AC
94
AlphaCore Capital
California
$499K +$500K +9,440 New
CB
95
Chris Bulman
California
$487K -$19.8K -374 -4%
SWP
96
Summit Wealth Partners
Florida
$483K +$484K +9,133 New
Royal Bank of Canada
97
Royal Bank of Canada
Ontario, Canada
$478K -$1.89M -35,669 -80%
AWA
98
Arkadios Wealth Advisors
Georgia
$476K +$83.2K +1,572 +21%
MOS
99
MGO One Seven
Ohio
$468K -$14.4K -271 -3%
WCM
100
Winebrenner Capital Management
Kentucky
$452K +$453K +8,560 New