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VanEck CLO ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SS
101
Sunbelt Securities
Texas
$244K -$288K -5,439 -54%
Q1WB
102
Quest 10 Wealth Builders
Virginia
$243K +$244K +4,603 New
DWP
103
Destiny Wealth Partners
Florida
$243K +$244K +4,598 New
SSWM
104
Sheets Smith Wealth Management
North Carolina
$237K +$26.5K +500 +13%
AAS
105
Avantax Advisory Services
Texas
$236K +$236K +4,464 New
NP
106
NorthRock Partners
Minnesota
$234K +$3.76K +71 +2%
PSFG
107
Park Square Financial Group
Georgia
$141K +$141K +2,669 New
MFS
108
Mattson Financial Services
Michigan
$131K +$40.1K +757 +44%
CA
109
Continuum Advisory
Idaho
$130K -$318 -6 -0.2%
FWM
110
FLP Wealth Management
Arkansas
$104K +$105K +1,980 New
Morgan Stanley
111
Morgan Stanley
New York
$88K -$26K -491 -23%
CIBC Private Wealth Group
112
CIBC Private Wealth Group
Georgia
$85.5K -$25.5K -482 -23%
KWM
113
Kiker Wealth Management
Georgia
$72.7K +$72.9K +1,377 New
MCM
114
MAI Capital Management
Ohio
$63.7K +$64K +1,208 New
GM
115
GeoWealth Management
Illinois
$61.4K +$61.6K +1,163 New
FWP
116
FAS Wealth Partners
Kansas
$58.2K +$12.8K +241 +28%
T
117
Transce3nd
Texas
$56.8K +$57K +1,076 New
FWM
118
FSA Wealth Management
Massachusetts
$52.8K
FIM
119
FWL Investment Management
Texas
$52.2K +$52.4K +990 New
PA
120
PSI Advisors
Florida
$42.3K +$953 +18 +2%
Comerica Bank
121
Comerica Bank
Texas
$32.3K
HI
122
Harbour Investments
Wisconsin
$30K
VanEck Associates
123
VanEck Associates
New York
$23K +$10.5K +199 +84%
SPIA
124
Steward Partners Investment Advisory
New York
$22.9K +$23K +434 New
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
$19.8K +$19.9K +375 New