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VanEck CLO ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
126
WESPAC Advisors
California
$466K +$205K +3,884 +79%
WEG
127
World Equity Group
Illinois
$460K +$458K +8,680 New
LTI
128
Laffer Tengler Investments
Tennessee
$449K -$37.6K -713 -8%
KWA
129
Kingswood Wealth Advisors
California
$441K +$439K +8,325 New
SSWM
130
Sheets Smith Wealth Management
North Carolina
$438K
RA
131
RFG Advisory
Alabama
$434K +$432K +8,193 New
WWA
132
Wealth Watch Advisors
Colorado
$427K +$13.6K +257 +3%
WPC
133
Wedmont Private Capital
Pennsylvania
$423K +$5.17K +98 +1%
AFP
134
Ausdal Financial Partners
Iowa
$414K +$412K +7,815 New
PAG
135
Private Advisor Group
New Jersey
$407K -$1.92M -36,382 -83%
ACA
136
Ascension Capital Advisors
Texas
$394K +$140K +2,654 +56%
Truist Financial
137
Truist Financial
North Carolina
$390K +$422 +8 +0.1%
TF
138
Trek Financial
Arizona
$387K +$385K +7,303 New
Raymond James Financial
139
Raymond James Financial
Florida
$382K +$15.5K +293 +4%
PWG
140
Portside Wealth Group
Utah
$355K -$1.21K -23 -0.3%
MFG
141
Mosaic Financial Group
Illinois
$350K +$3.85K +73 +1%
MWM
142
MinichMacGregor Wealth Management
New York
$335K +$98.4K +1,865 +42%
Janney Montgomery Scott
143
Janney Montgomery Scott
Pennsylvania
$328K +$327K +6,192 New
BW
144
BXM Wealth
Colorado
$313K +$50.1K +950 +19%
KOCAA
145
Knights of Columbus Asset Advisors
Connecticut
$310K +$309K +5,858 New
FH
146
FWG Holdings
Florida
$308K
LSA
147
L & S Advisors
California
$307K +$69.6K +1,319 +29%
Citadel Advisors
148
Citadel Advisors
Florida
$306K -$1.93M -36,621 -86%
BWP
149
Balboa Wealth Partners
Arizona
$301K -$2.48K -47 -0.8%
RWA
150
Redhawk Wealth Advisors
Minnesota
$297K +$40.5K +768 +16%