We are live on ! Find out more
NFLT icon

Virtus Newfleet Multi-Sector Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$90.4M +$6.17M +267,171 +7%
AFG
2
Atomi Financial Group
New York
$38M +$1.85M +80,148 +5%
LPL Financial
3
LPL Financial
California
$34.6M +$4.94M +213,718 +17%
Raymond James Financial
4
Raymond James Financial
Florida
$20.4M +$3.43M +148,568 +20%
EGWAG
5
Elwood & Goetz Wealth Advisory Group
Georgia
$15.2M +$768K +33,255 +5%
Stifel Financial
6
Stifel Financial
Missouri
$14.2M +$2.94M +127,451 +26%
PFM
7
Peak Financial Management
Massachusetts
$11.8M +$714K +30,909 +6%
Osaic Holdings
8
Osaic Holdings
Arizona
$10.4M +$88.8K +3,842 +0.9%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$5.9M +$1.06M +46,089 +22%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$5.21M +$701K +30,327 +15%
MWM
11
Maridea Wealth Management
New York
$3.87M +$806K +34,895 +26%
BFG
12
Bleakley Financial Group
New Jersey
$3.53M +$513K +22,187 +17%
FTS
13
Fifth Third Securities
Ohio
$3.37M +$407K +17,629 +14%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$3.2M -$61.3K -2,655 -2%
DADC
15
D.A. Davidson & Co
Montana
$2.37M -$20.4K -883 -0.9%
EFS
16
Essex Financial Services
Connecticut
$1.91M +$607K +26,256 +47%
BEI
17
Benjamin Edwards Inc
Missouri
$1.77M +$1.78M +76,928 New
TCWM
18
Total Clarity Wealth Management
Illinois
$1.73M +$135K +5,830 +8%
EWA
19
EverSource Wealth Advisors
Alabama
$1.6M +$297K +12,840 +23%
IA
20
IFP Advisors
Florida
$1.38M +$1.39M +59,993 New
MML Investors Services
21
MML Investors Services
Massachusetts
$1.32M +$132K +5,704 +11%
SF
22
Summit Financial
New Jersey
$1.09M +$659K +28,524 +151%
KWM
23
Kingsview Wealth Management
Oregon
$908K -$1.04K -45 -0.1%
VA
24
Valmark Advisers
Ohio
$901K +$236K +10,219 +35%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$850K +$335K +14,491 +65%