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VanEck IG Floating Rate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SMWM
126
Silvia McColl Wealth Management
California
$807K +$18.3K +718 +2%
PWM
127
Perigon Wealth Management
California
$797K -$205K -8,040 -20%
CIA
128
Concurrent Investment Advisors
Florida
$771K -$127K -4,969 -14%
First Manhattan
129
First Manhattan
New York
$756K
HIS
130
Harvest Investment Services
Illinois
$732K +$10.7K +418 +1%
VWM
131
Valley Wealth Managers
New Jersey
$697K -$26.7K -1,046 -4%
Commonwealth Equity Services
132
Commonwealth Equity Services
Massachusetts
$684K -$50.7K -1,989 -7%
FFA
133
Farther Finance Advisors
California
$670K +$52.6K +2,063 +9%
RAM
134
Robinhood Asset Management
California
$656K +$657K +25,752 New
AI
135
Atria Investments
North Carolina
$647K +$714 +28 +0.1%
Wealth Enhancement Advisory Services
136
Wealth Enhancement Advisory Services
Minnesota
$641K -$652K -25,585 -50%
AFC
137
AFT Forsyth & Company
Florida
$629K +$1.48K +58 +0.2%
EWA
138
EP Wealth Advisors
California
$624K +$624K +24,490 New
WG
139
Warner Group
Connecticut
$622K -$1.75M -68,586 -74%
MFGM
140
Marshall Financial Group (Maryland)
Maryland
$573K -$47.7K -1,870 -8%
Janney Montgomery Scott
141
Janney Montgomery Scott
Pennsylvania
$570K -$331 -13 -0.1%
MCP
142
Mirador Capital Partners
California
$538K -$12.2K -480 -2%
RWA
143
Redmont Wealth Advisors
Illinois
$529K -$311K -12,183 -37%
BCM
144
Brookstone Capital Management
Illinois
$525K +$2.27K +89 +0.4%
FMI
145
Financial Management Inc
Arkansas
$521K +$521K +20,433 New
CWM
146
Centurion Wealth Management
Virginia
$510K
IAN
147
Integrated Advisors Network
Texas
$490K +$13.5K +530 +3%
BRIA
148
Balanced Rock Investment Advisors
Massachusetts
$484K +$5.43K +213 +1%
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
$484K
RPCA
150
Running Point Capital Advisors
California
$470K -$9.87K -387 -2%