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
$102M +$12.6M +544,748 +14%
LPL Financial
2
LPL Financial
California
$34.4M +$249K +10,816 +0.7%
AFG
3
Atomi Financial Group
New York
$33.6M -$4.06M -176,107 -11%
Raymond James Financial
4
Raymond James Financial
Florida
$24.1M +$4.05M +175,466 +20%
Stifel Financial
5
Stifel Financial
Missouri
$18.4M +$4.5M +195,068 +32%
EGWAG
6
Elwood & Goetz Wealth Advisory Group
Georgia
$17.9M +$3.02M +130,746 +20%
PFM
7
Peak Financial Management
Massachusetts
$12.8M +$1.17M +50,817 +10%
Osaic Holdings
8
Osaic Holdings
Arizona
$9.29M -$1.02M -44,385 -10%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$6.76M +$1.64M +70,896 +31%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$6.32M +$502K +21,753 +8%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.92M +$6M +260,272 New
BEI
12
Benjamin Edwards Inc
Missouri
$5.2M +$3.5M +151,855 +197%
MWM
13
Maridea Wealth Management
New York
$4.46M +$651K +28,223 +17%
RWM
14
Ritholtz Wealth Management
New York
$3.91M +$3.97M +172,059 New
FTS
15
Fifth Third Securities
Ohio
$3.58M +$260K +11,276 +8%
BFG
16
Bleakley Financial Group
New Jersey
$3.45M -$38.8K -1,682 -1%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$3.28M +$121K +5,225 +4%
KWA
18
Kingswood Wealth Advisors
California
$3.13M +$3.17M +137,404 New
EFS
19
Essex Financial Services
Connecticut
$2.48M +$603K +26,151 +32%
DADC
20
D.A. Davidson & Co
Montana
$2.41M +$71.9K +3,119 +3%
EWA
21
EverSource Wealth Advisors
Alabama
$2.09M +$522K +22,624 +33%
TCWM
22
Total Clarity Wealth Management
Illinois
$2.03M +$322K +13,979 +19%
FZCM
23
Flynn Zito Capital Management
New York
$1.85M +$1.87M +81,161 New
IA
24
IFP Advisors
Florida
$1.74M +$384K +16,634 +28%
SWP
25
Sagespring Wealth Partners
Tennessee
$1.54M +$1.56M +67,550 New