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VanEck IG Floating Rate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
101
Concord Wealth Partners
Virginia
$1.07M -$113K -4,436 -10%
WWM
102
Western Wealth Management
Colorado
$1.04M -$19.1K -749 -2%
SSWM
103
Strait & Sound Wealth Management
California
$1.01M +$43.1K +1,688 +4%
PWM
104
Perigon Wealth Management
California
$1.01M -$139K -5,445 -12%
SA
105
Sanctuary Advisors
Indiana
$990K +$450K +17,641 +84%
IWM
106
IHT Wealth Management
Illinois
$957K +$38.5K +1,509 +4%
MWM
107
Modern Wealth Management
Kansas
$932K -$764K -29,975 -45%
MFG
108
Merit Financial Group
Georgia
$903K -$45.9K -1,800 -5%
CIA
109
Concurrent Investment Advisors
Florida
$901K +$204 +8 +0%
HH
110
Hilltop Holdings
Texas
$900K -$135K -5,301 -13%
ASN
111
Advisory Services Network
Georgia
$879K +$29.4K +1,154 +3%
HAP
112
Harbor Asset Planning
Massachusetts
$856K +$142K +5,587 +20%
Betterment LLC
113
Betterment LLC
New York
$849K -$4.85K -190 -0.6%
OWM
114
OneAscent Wealth Management
Alabama
$849K -$49.4K -1,938 -6%
PCM
115
Pointe Capital Management
Michigan
$848K -$11K -430 -1%
PAS
116
Park Avenue Securities
New York
$845K +$306K +12,003 +57%
RWA
117
Redmont Wealth Advisors
Illinois
$843K +$170K +6,652 +25%
KBFS
118
Kohmann Bosshard Financial Services
Ohio
$836K -$13.9K -544 -2%
Koshinski Asset Management
119
Koshinski Asset Management
Illinois
$834K +$164K +6,446 +25%
CCAL
120
City Center Advisors LLC
Michigan
$833K +$130K +5,080 +18%
MAM
121
Milestone Asset Management
Pennsylvania
$818K +$157K +6,171 +24%
MOS
122
MGO One Seven
Ohio
$815K -$28.6K -1,122 -3%
SMWM
123
Silvia McColl Wealth Management
California
$792K -$14.4K -565 -2%
First Manhattan
124
First Manhattan
New York
$759K
Commonwealth Equity Services
125
Commonwealth Equity Services
Massachusetts
$737K -$314K -12,324 -30%