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VanEck CLO ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Q1WB
176
Quest 10 Wealth Builders
Virginia
$49.8K – – –
NS
177
NBC Securities
Alabama
$43.7K +$475 +9 +1%
Fifth Third Bancorp
178
Fifth Third Bancorp
Ohio
$32.4K – – –
BlackRock
179
BlackRock
New York
$31.6K +$28.7K +543 +1,006%
VanEck Associates
180
VanEck Associates
New York
$29.8K +$1.58K +30 +6%
IAIM
181
International Assets Investment Management
Florida
$29.3K +$29.3K +555 New
Arax Advisory Partners
182
Arax Advisory Partners
Colorado
$29.1K -$118K -2,244 -80%
Northwestern Mutual Wealth Management
183
Northwestern Mutual Wealth Management
Wisconsin
$21.6K +$8.5K +161 +65%
Global Retirement Partners
184
Global Retirement Partners
California
$20.5K +$20.4K +387 New
KWM
185
Kiker Wealth Management
Georgia
$15K +$14.9K +283 New
VNA
186
Valley National Advisers
Pennsylvania
$10.9K – – –
APFP
187
Action Point Financial Planning
Michigan
$9.43K +$9.39K +178 New
SWM
188
SHP Wealth Management
Massachusetts
$4.55K +$4.54K +86 New
Spire Wealth Management
189
Spire Wealth Management
Virginia
$3.09K – – –
SEP
190
Signature Equity Partners
Ohio
$2.91K – – –
KCM
191
Key Capital Management
Tennessee
$2.17K – – –
SGFG
192
Silver Grove Financial Group
New York
$1.91K +$1.9K +36 New
NA
193
Networth Advisors
Pennsylvania
$1.54K – – –
ECA
194
Elevated Capital Advisors
Utah
$1.22K – – –
KFG
195
Kingdom Financial Group
Arizona
$116 – – –
Russell Investments Group
196
Russell Investments Group
United Kingdom
$106 +$53 +1 +100%
FGC
197
Financial Gravity Companies
Texas
$53 +$53 +1 New
PIP
198
Philadelphia Investment Partners
New Jersey
$44 – – –
Independent Advisor Alliance
199
Independent Advisor Alliance
North Carolina
– -$5.8M -110,010 Closed
PineBridge Investments
200
PineBridge Investments
New York
– -$1.96M -37,115 Closed