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VanEck CLO ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIA
126
Perennial Investment Advisors
California
$287K +$52.9K +999 +22%
VWA
127
Visionary Wealth Advisors
Illinois
$286K -$207K -3,920 -42%
CWM
128
Collaborative Wealth Management
Florida
$283K +$3.81K +72 +1%
SW
129
Simplicity Wealth
New Jersey
$278K -$10.5K -199 -4%
EH
130
Equitable Holdings
New York
$269K +$58K +1,097 +27%
CP
131
Creekside Partners
California
$267K +$58.9K +1,114 +28%
LSA
132
L & S Advisors
California
$267K +$268K +5,056 New
HOWA
133
Heritage Oak Wealth Advisors
Florida
$265K -$265K -5,015 -50%
HI
134
Harbour Investments
Wisconsin
$264K -$10K -189 -4%
RWA
135
Redhawk Wealth Advisors
Minnesota
$254K -$152K -2,866 -37%
Q1WB
136
Quest 10 Wealth Builders
Virginia
$251K +$18.7K +354 +8%
SWP
137
Stratos Wealth Partners
Ohio
$237K +$238K +4,492 New
EC
138
Elequin Capital
New York
$216K
ACA
139
Ascension Capital Advisors
Texas
$211K +$212K +3,999 New
AF
140
Allworth Financial
California
$201K +$60.9K +1,150 +43%
BCWM
141
Bartlett & Co Wealth Management
Ohio
$199K
KFG
142
Kingdom Financial Group
Arizona
$147K +$147K +2,784 New
AssetMark Inc
143
AssetMark Inc
California
$142K -$1.8K -34 -1%
KAS
144
Kestra Advisory Services
Texas
$108K -$206K -3,892 -66%
SIS
145
Sound Income Strategies
Florida
$100K +$100K +1,893 New
SAG
146
SageView Advisory Group
California
$91.3K +$91.5K +1,729 New
FWP
147
FAS Wealth Partners
Kansas
$90.9K +$6.67K +126 +8%
WETS
148
Wealth Enhancement Trust Services
South Dakota
$71K +$71.1K +1,344 New
CIAS
149
Capital Investment Advisory Services
North Carolina
$68.1K +$68.3K +1,290 New
PTC
150
Private Trust Company
Ohio
$66K