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VanEck CLO ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFS
126
Mattson Financial Services
Michigan
$153K +$23.3K +440 +18%
PSFG
127
Park Square Financial Group
Georgia
$141K +$265 +5 +0.2%
CA
128
Continuum Advisory
Idaho
$139K +$9.05K +171 +7%
AF
129
Allworth Financial
California
$137K +$138K +2,602 New
FWP
130
FAS Wealth Partners
Kansas
$88.5K +$30.2K +571 +52%
Jones Financial Companies
131
Jones Financial Companies
Missouri
$88K +$88.2K +1,665 New
CIBC Private Wealth Group
132
CIBC Private Wealth Group
Georgia
$84K +$424 +8 +0.5%
KWM
133
Kiker Wealth Management
Georgia
$72.8K
FWM
134
FSA Wealth Management
Massachusetts
$63.4K +$10.6K +200 +20%
T
135
Transce3nd
Texas
$56.5K -$371 -7 -0.7%
SPIA
136
Steward Partners Investment Advisory
New York
$42.6K +$19.7K +372 +86%
Comerica Bank
137
Comerica Bank
Texas
$39.4K +$7.04K +133 +22%
RCM
138
Raleigh Capital Management
North Carolina
$32.9K +$32.9K +622 New
CWC
139
Carolinas Wealth Consulting
North Carolina
$30.2K +$30.3K +572 New
CCM
140
Coldstream Capital Management
Washington
$28.7K +$28.8K +544 New
RFS
141
Richardson Financial Services
Massachusetts
$27.7K +$27.7K +524 New
VanEck Associates
142
VanEck Associates
New York
$24K +$794 +15 +3%
Fifth Third Bancorp
143
Fifth Third Bancorp
Ohio
$19.8K
PS
144
Principal Securities
Iowa
$19.1K
SIC
145
Salem Investment Counselors
North Carolina
$15.9K
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$13K +$159 +3 +1%
MPWT
147
MassMutual Private Wealth & Trust
Connecticut
$12.5K
FIM
148
FWL Investment Management
Texas
$11.4K -$41K -774 -78%
Morgan Stanley
149
Morgan Stanley
New York
$10.6K -$77.7K -1,467 -88%
VNA
150
Valley National Advisers
Pennsylvania
$10K