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VanEck CLO ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
76
IHT Wealth Management
Illinois
$1.18M +$34K +643 +3%
VAG
77
VisionPoint Advisory Group
Texas
$1.14M -$162K -3,056 -12%
IA
78
Integrity Alliance
Iowa
$1.11M -$3.11M -58,750 -74%
PAG
79
Private Advisor Group
New Jersey
$1.1M +$189K +3,574 +21%
IWM
80
Iams Wealth Management
Nebraska
$1.07M +$437K +8,260 +69%
BOSSRA
81
B.O.S.S. Retirement Advisors
Utah
$1.05M +$44.4K +839 +4%
PWM
82
Peck Wealth Management
New York
$949K +$947K +17,878 New
WA
83
Waverly Advisors
Alabama
$927K +$295K +5,571 +47%
RC
84
Rovin Capital
Arizona
$918K +$19.7K +372 +2%
CP
85
Castleview Partners
Texas
$885K -$1.17M -22,172 -57%
TPA
86
Trivium Point Advisory
Connecticut
$884K +$14.5K +273 +2%
MAM
87
Milestone Asset Management
Pennsylvania
$868K -$27.7K -523 -3%
TNBTD
88
Trustmark National Bank Trust Department
Mississippi
$788K +$2.81K +53 +0.4%
WCM
89
Winebrenner Capital Management
Kentucky
$775K +$130K +2,450 +20%
CA
90
CoreCap Advisors
Michigan
$756K +$195K +3,682 +35%
P
91
&Partners
Tennessee
$735K +$173K +3,264 +31%
NCM
92
Narwhal Capital Management
Georgia
$711K +$708K +13,381 New
MCM
93
MAI Capital Management
Ohio
$675K +$105K +1,988 +19%
Commonwealth Equity Services
94
Commonwealth Equity Services
Massachusetts
$671K +$78.4K +1,480 +13%
OAS
95
Optivise Advisory Services
Tennessee
$660K +$39K +737 +6%
SF
96
Symphony Financial
Texas
$657K +$12.6K +238 +2%
WA
97
WESPAC Advisors
California
$647K +$303K +5,721 +88%
SPIA
98
Steward Partners Investment Advisory
New York
$629K +$100K +1,890 +19%
AC
99
AlphaCore Capital
California
$604K
TAM
100
TCP Asset Management
Ohio
$593K -$1.24M -23,495 -68%