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Panagram BBB-B CLO ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAP
1
Arax Advisory Partners
Colorado
$57.8M +$17.7M +675,569 +45%
Morgan Stanley
2
Morgan Stanley
New York
$49.4M +$6.56M +250,000 +15%
SBLIC
3
Security Benefit Life Insurance Company
Kansas
$42.9M
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$39.2M +$3.26M +124,044 +9%
EPG
5
Estate Planners Group
Pennsylvania
$20.4M +$421K +16,051 +2%
GFP
6
Guardian Financial Partners
California
$20.4M +$1.09M +41,716 +6%
AI
7
Atria Investments
North Carolina
$17.9M +$12.9M +492,959 +267%
Mariner
8
Mariner
Kansas
$17M +$12M +457,050 +246%
LPL Financial
9
LPL Financial
California
$9.65M +$8.16M +310,797 +571%
SIS
10
Sound Income Strategies
Florida
$8.73M +$1.59M +60,685 +22%
GI
11
Gradient Investments
Minnesota
$8M +$225K +8,563 +3%
Stifel Financial
12
Stifel Financial
Missouri
$5.97M -$140K -5,329 -2%
IA
13
Inspire Advisors
Idaho
$5.29M +$3.98M +151,743 +313%
Barclays
14
Barclays
United Kingdom
$5.14M +$115K +4,400 +2%
CWM
15
Copia Wealth Management
Oregon
$4.95M +$669K +25,499 +16%
NWA
16
Navis Wealth Advisors
New York
$4.74M +$4.71M +179,436 New
SFS
17
Sowell Financial Services
Arkansas
$4.17M +$51.6K +1,967 +1%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$4.12M +$1.38M +52,434 +51%
WA
19
WESPAC Advisors
California
$4.01M +$3.99M +151,934 New
CA
20
CWC Advisors
Oregon
$3.76M -$34.3K -1,308 -0.9%
EFG
21
Ethos Financial Group
Pennsylvania
$3.36M +$176K +6,714 +6%
VFA
22
Valeo Financial Advisors
Indiana
$3.27M
CWM
23
Cedar Wealth Management
California
$3.14M +$77.5K +2,953 +3%
BCM
24
Basso Capital Management
Connecticut
$3.08M +$1.9M +72,392 +164%
CFIM
25
Client First Investment Management
Wisconsin
$2.97M +$2.95M +112,467 New