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VanEck CLO ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
126
Ascension Capital Advisors
Texas
$252K +$41.2K +781 +20%
MFG
127
Magnus Financial Group
New York
$239K +$239K +4,534 New
LSA
128
L & S Advisors
California
$236K -$30.5K -577 -11%
MWM
129
MinichMacGregor Wealth Management
New York
$235K +$236K +4,465 New
CIR
130
Clear Investment Research
Georgia
$225K +$225K +4,271 New
HFO
131
Heritage Family Offices
Arizona
$209K -$107K -2,033 -34%
BCWM
132
Bartlett & Co Wealth Management
Ohio
$200K
HI
133
Harbour Investments
Wisconsin
$168K -$95.8K -1,816 -36%
AAP
134
Arax Advisory Partners
Colorado
$147K +$147K +2,793 New
AF
135
Allworth Financial
California
$144K -$56.9K -1,078 -28%
Wells Fargo
136
Wells Fargo
California
$137K +$100K +1,897 +269%
FWP
137
FAS Wealth Partners
Kansas
$126K +$35.3K +668 +39%
SIS
138
Sound Income Strategies
Florida
$99.3K
AssetMark Inc
139
AssetMark Inc
California
$95.4K -$45.9K -870 -32%
CIAS
140
Capital Investment Advisory Services
North Carolina
$68K
PTC
141
Private Trust Company
Ohio
$65.9K
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$64.7K +$50.9K +965 +367%
Q1WB
143
Quest 10 Wealth Builders
Virginia
$49.6K -$201K -3,803 -80%
SWIM
144
Smallwood Wealth Investment Management
New Jersey
$46.1K +$46.2K +875 New
NS
145
NBC Securities
Alabama
$43K -$17.5K -331 -29%
JP Morgan Chase
146
JP Morgan Chase
New York
$38.5K +$38.6K +732 New
CA
147
CoreCap Advisors
Michigan
$34.6K -$681K -12,906 -95%
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$32.3K +$32.3K +612 New
FIM
149
FWL Investment Management
Texas
$30.9K +$20.4K +386 +193%
VanEck Associates
150
VanEck Associates
New York
$28K +$844 +16 +3%