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VanEck CLO ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
76
Mutual Advisors
Nebraska
$1.47M +$3.86K +73 +0.3%
MYIA
77
Mount Yale Investment Advisors
Colorado
$1.45M +$98.9K +1,869 +7%
VAS
78
Vestmark Advisory Solutions
Massachusetts
$1.45M +$1.45M +27,422 New
AI
79
Atria Investments
North Carolina
$1.45M -$241K -4,550 -14%
PWA
80
PCG Wealth Advisors
Kansas
$1.44M -$101K -1,916 -7%
SFPG
81
Stonebridge Financial Planning Group
Florida
$1.43M +$118K +2,233 +9%
GGS
82
Galvin Gaustad & Stein
Arizona
$1.39M +$1.39M +26,235 New
Wealth Enhancement Advisory Services
83
Wealth Enhancement Advisory Services
Minnesota
$1.1M -$8.09M -152,971 -88%
PA
84
ProCore Advisors
California
$1.08M +$1.08M +20,481 New
IWM
85
IHT Wealth Management
Illinois
$1.07M -$103K -1,945 -9%
MAM
86
Milestone Asset Management
Pennsylvania
$1.03M +$167K +3,164 +19%
WA
87
Waverly Advisors
Alabama
$1.01M +$87.7K +1,658 +9%
RC
88
Rovin Capital
Arizona
$934K +$21K +396 +2%
TPA
89
Trivium Point Advisory
Connecticut
$934K +$54.7K +1,033 +6%
VAG
90
VisionPoint Advisory Group
Texas
$841K -$290K -5,480 -26%
FFA
91
Farther Finance Advisors
California
$837K +$837K +15,813 +46,509%
NCM
92
Narwhal Capital Management
Georgia
$819K +$113K +2,136 +16%
CP
93
Castleview Partners
Texas
$785K -$95.5K -1,804 -11%
TNBTD
94
Trustmark National Bank Trust Department
Mississippi
$783K
UB
95
UMB Bank
Missouri
$776K +$212K +4,000 +37%
OFO
96
OneAscent Family Office
Alabama
$761K +$259K +4,892 +51%
Mercer Global Advisors
97
Mercer Global Advisors
Colorado
$740K -$617K -11,666 -45%
CA
98
CoreCap Advisors
Michigan
$716K -$35.5K -671 -5%
OAS
99
Optivise Advisory Services
Tennessee
$702K +$45.4K +858 +7%
P
100
&Partners
Tennessee
$691K -$40K -755 -5%