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VanEck CLO ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
101
Dynamic Advisor Solutions
Arizona
$528K +$227K +4,309 +76%
Mercer Global Advisors
102
Mercer Global Advisors
Colorado
$511K -$228K -4,315 -31%
SF
103
Symphony Financial
Texas
$505K -$153K -2,902 -23%
LTI
104
Laffer Tengler Investments
Tennessee
$484K +$37.6K +712 +8%
RWB
105
RMR Wealth Builders
New Jersey
$482K +$128K +2,424 +36%
SSWM
106
Sheets Smith Wealth Management
North Carolina
$436K -$47.5K -900 -10%
WPC
107
Wedmont Private Capital
Pennsylvania
$417K +$418K +7,927 New
WWA
108
Wealth Watch Advisors
Colorado
$411K +$49.6K +939 +14%
AWA
109
Arkadios Wealth Advisors
Georgia
$401K +$83K +1,572 +26%
Truist Financial
110
Truist Financial
North Carolina
$387K -$266K -5,034 -41%
IA
111
IFP Advisors
Florida
$376K +$78K +1,478 +26%
Raymond James Financial
112
Raymond James Financial
Florida
$365K +$365K +6,920 New
AWM
113
AE Wealth Management
Kansas
$361K -$12.5M -237,475 -97%
PWG
114
Portside Wealth Group
Utah
$355K +$7.55K +143 +2%
MFG
115
Mosaic Financial Group
Illinois
$345K -$35.8K -678 -9%
FH
116
FWG Holdings
Florida
$306K -$30K -569 -9%
EWL
117
Emissary Wealth LLC
New Jersey
$302K -$151K -2,855 -33%
BWP
118
Balboa Wealth Partners
Arizona
$302K -$26.7K -505 -8%
CP
119
Creekside Partners
California
$267K
SWP
120
Summit Wealth Partners
Florida
$263K -$180K -3,413 -41%
BW
121
BXM Wealth
Colorado
$262K +$262K +4,965 New
WA
122
WESPAC Advisors
California
$259K -$2.57M -48,705 -91%
RWA
123
Redhawk Wealth Advisors
Minnesota
$255K +$1K +19 +0.4%
LWM
124
Lionsbridge Wealth Management
Florida
$254K +$254K +4,822 New
SFC
125
Strategic Financial Concepts
Texas
$253K +$253K +4,801 New