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VanEck CLO ETF
CLOI

Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
101
Bay Colony Advisors
Massachusetts
$449K -$1.06K -20 -0.2%
SB
102
Strategic Blueprint
Georgia
$396K -$7.1K -134 -2%
AAS
103
Avantax Advisory Services
Texas
$391K +$156K +2,943 +66%
TSS
104
Two Sigma Securities
New York
$385K +$386K +7,283 New
MCM
105
MAI Capital Management
Ohio
$382K +$319K +6,026 +499%
PIA
106
Perennial Investment Advisors
California
$375K +$67.3K +1,271 +22%
SWA
107
Sax Wealth Advisors
New Jersey
$361K +$362K +6,834 New
BWP
108
Balboa Wealth Partners
Arizona
$351K -$1.91K -36 -0.5%
KJHP
109
K.J. Harrison & Partners
Ontario, Canada
$342K +$343K +6,471 New
TA
110
TFB Advisors
Kansas
$325K +$32.3K +609 +11%
HH
111
Hilltop Holdings
Texas
$318K +$319K +6,017 New
LI
112
LifeWealth Investments
Florida
$314K +$315K +5,947 New
MA
113
MONECO Advisors
Connecticut
$314K – – –
WWA
114
Wealth Watch Advisors
Colorado
$301K +$301K +5,693 New
Q1WB
115
Quest 10 Wealth Builders
Virginia
$296K +$53.1K +1,003 +22%
FEM
116
Fulcrum Equity Management
Texas
$289K -$39.7K -750 -12%
MFG
117
Mosaic Financial Group
Illinois
$280K +$281K +5,299 New
HI
118
Harbour Investments
Wisconsin
$274K +$244K +4,617 +813%
SW
119
Simplicity Wealth
New Jersey
$261K +$261K +4,934 New
SSWM
120
Sheets Smith Wealth Management
North Carolina
$254K +$15.9K +300 +7%
SPC
121
Sigma Planning Corp
Michigan
$250K +$250K +4,722 New
PWG
122
Portside Wealth Group
Utah
$237K +$238K +4,486 New
DWP
123
Destiny Wealth Partners
Florida
$227K -$16.5K -311 -7%
SS
124
Sunbelt Securities
Texas
$196K -$47.7K -901 -20%
KAS
125
Kestra Advisory Services
Texas
$164K +$165K +3,109 New
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