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Panagram BBB-B CLO ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWG
51
Darden Wealth Group
Michigan
$460K +$104K +3,960 +29%
MML Investors Services
52
MML Investors Services
Massachusetts
$410K +$86.7K +3,304 +27%
SSWM
53
Strait & Sound Wealth Management
California
$399K +$107K +4,074 +37%
CAN
54
Capital Advisor Network
Indiana
$389K +$274K +10,446 +243%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$376K -$164K -6,251 -31%
TA
56
Tactive Advisors
Florida
$374K +$17.1K +653 +5%
RWS
57
Resolute Wealth Strategies
Mississippi
$361K +$358K +13,661 New
AWM
58
Axxcess Wealth Management
California
$346K +$344K +13,113 New
MG
59
Mather Group
Illinois
$346K -$170K -6,487 -33%
PTC
60
Private Trust Company
Ohio
$341K +$338K +12,894 New
BCM
61
Brookstone Capital Management
Illinois
$341K +$2.13K +81 +0.6%
SFA
62
Sequoia Financial Advisors
Ohio
$340K +$5.77K +220 +2%
PG
63
Prostatis Group
Maryland
$330K -$52 -2 -0%
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$322K -$28.1K -1,072 -8%
HighTower Advisors
65
HighTower Advisors
Illinois
$308K +$306K +11,645 New
ECA
66
Elevated Capital Advisors
Utah
$291K -$12.6K -482 -4%
HI
67
Harbour Investments
Wisconsin
$286K
BIG
68
Brookwood Investment Group
Arizona
$280K +$278K +10,607 New
SFG
69
Sovereign Financial Group
Connecticut
$278K +$276K +10,510 New
EWS
70
Evergreen Wealth Solutions
Pennsylvania
$274K +$273K +10,409 New
WFA
71
WMG Financial Advisors
Tennessee
$264K -$96.6K -3,680 -27%
WANY
72
Wealthspire Advisors (New York)
New York
$257K -$84.2K -3,208 -25%
VAM
73
Verity Asset Management
North Carolina
$256K +$1.16K +44 +0.5%
BWP
74
Baldwin Wealth Partners
Massachusetts
$240K -$140K -5,341 -37%
KWM
75
Kingsview Wealth Management
Oregon
$228K +$227K +8,632 New