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PGIM AAA CLO ETF
PAAA

Name Holding Trade Value Shares
Change 		Change in
Stake
TSW
226
Three Seasons Wealth
Utah
$280K +$4.62K +90 +2%
DWP
227
Destiny Wealth Partners
Florida
$272K +$173K +3,364 +173%
WCG
228
Weaver Consulting Group
California
$270K +$271K +5,275 New
GSWM
229
Golden State Wealth Management
California
$267K -$152K -2,966 -36%
LIA
230
Lynx Investment Advisory
District of Columbia
$251K +$10.5K +205 +4%
MA
231
MONECO Advisors
Connecticut
$239K +$1.39K +27 +0.6%
BA
232
Ballew Advisors
Mississippi
$222K +$222K +4,330 New
TA
233
TrueWealth Advisors
Alabama
$210K – – –
PTC
234
Private Trust Company
Ohio
$209K -$53.1K -1,033 -20%
IWN
235
Independent Wealth Network
Iowa
$208K +$209K +4,064 New
DAS
236
Daybright Advisory Services
Florida
$208K +$209K +4,059 New
TA
237
Tectonic Advisors
Texas
$206K +$207K +4,027 New
TFA
238
Teamwork Financial Advisors
Texas
$200K +$200K +3,902 New
CFM
239
Compass Financial Management
Florida
$180K +$180K +3,500 New
WA
240
WPG Advisers
Maryland
$178K +$3.13K +61 +2%
JSAM
241
J. Safra Asset Management
New York
$150K +$9.45K +184 +7%
SGFG
242
Silver Grove Financial Group
New York
$136K +$14K +273 +11%
APW
243
Allied Private Wealth
Florida
$135K +$135K +2,635 New
MWA
244
Medallion Wealth Advisors
Connecticut
$110K +$100K +1,947 +974%
CF
245
Centaurus Financial
California
$107K +$1.18K +23 +1%
CCWM
246
Cassaday & Co Wealth Management
Virginia
$107K +$1.23K +24 +1%
HNB
247
Huntington National Bank
Ohio
$87.4K – – –
CB
248
Centennial Bank
Arkansas
$84.1K +$84.3K +1,641 New
RF
249
Rossby Financial
Florida
$81.4K -$154 -3 -0.2%
RMP
250
Richards, Merrill & Peterson
Washington
$76.9K +$51.4K +1,000 +200%
8 9
10
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