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VanEck CLO ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Equitable Holdings
126
Equitable Holdings
New York
$213K +$212K +4,006 New
CP
127
Creekside Partners
California
$209K – – –
IFP Advisors
128
IFP Advisors
Florida
$208K -$348K -6,573 -63%
Bartlett & Co Wealth Management
129
Bartlett & Co Wealth Management
Ohio
$200K – – –
AssetMark Inc
130
AssetMark Inc
California
$144K -$11.1K -209 -7%
Allworth Financial
131
Allworth Financial
California
$141K +$1.96K +37 +1%
CIR
132
Clear Investment Research
Georgia
$88.8K +$88.5K +1,672 New
FWP
133
FAS Wealth Partners
Kansas
$84.7K +$2.86K +54 +4%
KWM
134
Kiker Wealth Management
Georgia
$74.7K – – –
PTC
135
Private Trust Company
Ohio
$66.4K – – –
FWM
136
FSA Wealth Management
Massachusetts
$63.7K – – –
Ameritas Advisory Services
137
Ameritas Advisory Services
Nebraska
$37.4K -$140K -2,641 -79%
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$37K +$23.9K +451 +178%
Comerica Bank
139
Comerica Bank
Texas
$32.5K – – –
Morgan Stanley
140
Morgan Stanley
New York
$24.3K -$53 -1 -0.2%
VanEck Associates
141
VanEck Associates
New York
$23K -$1.48K -28 -6%
Fifth Third Bancorp
142
Fifth Third Bancorp
Ohio
$19.9K – – –
Advisory Services Network
143
Advisory Services Network
Georgia
$18.6K +$18.5K +350 New
Salem Investment Counselors
144
Salem Investment Counselors
North Carolina
$15.9K – – –
AFWM
145
Abich Financial Wealth Management
Virginia
$15.3K +$15.2K +288 New
Global Retirement Partners
146
Global Retirement Partners
California
$14.8K +$159 +3 +1%
Spire Wealth Management
147
Spire Wealth Management
Virginia
$13.2K +$10.3K +194 +353%
FIM
148
FWL Investment Management
Texas
$11.5K – – –
VNA
149
Valley National Advisers
Pennsylvania
$10K – – –
TCOV
150
Trust Company of Vermont
Vermont
$7.49K +$7.46K +141 New