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VanEck CLO ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CP
151
Creekside Partners
California
$268K
RWB
152
RMR Wealth Builders
New Jersey
$267K -$217K -4,108 -45%
LCWP
153
Legacy Capital Wealth Partners
Arkansas
$264K +$263K +4,977 New
EWL
154
Emissary Wealth LLC
New Jersey
$255K -$48.8K -925 -16%
DWS
155
Discipline Wealth Solutions
South Carolina
$248K +$247K +4,682 New
LWM
156
Lionsbridge Wealth Management
Florida
$247K -$8.39K -159 -3%
ATPW
157
Ashton Thomas Private Wealth
Arizona
$238K +$238K +4,504 New
CIR
158
Clear Investment Research
Georgia
$230K +$4.17K +79 +2%
EMAM
159
Encompass More Asset Management
California
$229K +$228K +4,316 New
HI
160
Harbour Investments
Wisconsin
$224K +$55K +1,043 +33%
EC
161
Elequin Capital
New York
$216K +$216K +4,084 New
MAM
162
Milestone Asset Management
Pennsylvania
$213K -$486K -9,209 -70%
CWM
163
Cornerstone Wealth Management
Missouri
$206K +$205K +3,891 New
CHIA
164
Copper Harbor Investment Advisors
Wisconsin
$200K +$200K +3,784 New
BCWM
165
Bartlett & Co Wealth Management
Ohio
$200K
AAS
166
Ameritas Advisory Services
Nebraska
$197K +$196K +3,721 New
FWP
167
FAS Wealth Partners
Kansas
$180K +$52.9K +1,002 +42%
PTC
168
Private Trust Company
Ohio
$172K +$106K +2,000 +160%
AWM
169
AE Wealth Management
Kansas
$163K -$200K -3,782 -55%
AF
170
Allworth Financial
California
$147K +$1.85K +35 +1%
AssetMark Inc
171
AssetMark Inc
California
$100K +$4.28K +81 +4%
IWC
172
Integrated Wealth Concepts
Massachusetts
$97K +$96.7K +1,832 New
CWM
173
Copia Wealth Management
Oregon
$90.5K +$90.3K +1,710 New
TAM
174
Tucker Asset Management
Colorado
$79.7K +$74.9K +1,420 +1,651%
CIAS
175
Capital Investment Advisory Services
North Carolina
$68.3K