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Neuberger Short Duration Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MGO One Seven
51
MGO One Seven
Ohio
$427K -$6.5K -128 -1%
Stratos Wealth Partners
52
Stratos Wealth Partners
Ohio
$422K +$24.5K +483 +6%
Gladstone Institutional Advisory
53
Gladstone Institutional Advisory
Florida
$352K +$41.1K +810 +13%
Paulson Wealth Management
54
Paulson Wealth Management
Illinois
$326K -$14.1M -277,328 -98%
Sagespring Wealth Partners
55
Sagespring Wealth Partners
Tennessee
$312K -$263K -5,174 -46%
IHT Wealth Management
56
IHT Wealth Management
Illinois
$312K -$60.5K -1,192 -16%
Atria Investments
57
Atria Investments
North Carolina
$237K -$44.6K -879 -16%
Evergreen Wealth Solutions
58
Evergreen Wealth Solutions
Pennsylvania
$226K +$226K +4,450 New
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$204K – – –
NWF Advisory Services
60
NWF Advisory Services
California
$202K – – –
Geneos Wealth Management
61
Geneos Wealth Management
Colorado
$102K +$52K +1,025 +102%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$88K -$33.5K -661 -28%
Wells Fargo
63
Wells Fargo
California
$61.2K +$61.5K +1,211 New
Private Trust Company
64
Private Trust Company
Ohio
$30.2K +$10K +198 +50%
Global Retirement Partners
65
Global Retirement Partners
California
$21.9K +$22K +433 New
IFG Advisory
66
IFG Advisory
Georgia
$17.4K +$203 +4 +1%
JP Morgan Chase
67
JP Morgan Chase
New York
$1.77K -$1.32M -26,063 -100%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
– -$2.69M -53,051 Closed
Angeles Wealth Management
69
Angeles Wealth Management
California
– -$877K -17,293 Closed
Cerity Partners
70
Cerity Partners
New York
– -$335K -6,599 Closed
Ausdal Financial Partners
71
Ausdal Financial Partners
Iowa
– -$264K -5,201 Closed
Aptus Capital Advisors
72
Aptus Capital Advisors
Alabama
– -$217K -4,273 Closed
Relyea Zuckerberg Hanson
73
Relyea Zuckerberg Hanson
Connecticut
– -$205K -4,036 Closed
Cornerstone Wealth Partners
74
Cornerstone Wealth Partners
Michigan
– -$50.9K -1,004 Closed
SouthState Corp
75
SouthState Corp
Florida
– -$2.79K -55 Closed