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VanEck Inflation Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CW
26
CreativeOne Wealth
Kansas
$310K -$50.9K -2,075 -13%
AAS
27
Avantax Advisory Services
Texas
$294K -$721K -29,371 -69%
PFGIA
28
Patriot Financial Group Insurance Agency
Massachusetts
$256K +$123K +5,000 +80%
CA
29
Claro Advisors
Massachusetts
$243K
CA
30
Cetera Advisors
Colorado
$221K +$28K +1,142 +13%
OPW
31
Oxler Private Wealth
New York
$172K
HI
32
Harbour Investments
Wisconsin
$151K
FWP
33
FAS Wealth Partners
Kansas
$105K -$23.2K -944 -17%
LC
34
Lindbrook Capital
California
$90K
JP Morgan Chase
35
JP Morgan Chase
New York
$88K +$94.6K +3,855 New
FA
36
Flagstar Advisors
New York
$80.9K +$87.3K +3,558 New
IFA
37
Interactive Financial Advisors
Illinois
$65K
IA
38
IFP Advisors
Florida
$53K
RIA
39
Realta Investment Advisors
Delaware
$43K +$45.9K +1,871 New
UBS Group
40
UBS Group
Switzerland
$28K +$30.2K +1,230 New
PTC
41
Private Trust Company
Ohio
$19K -$6.75K -275 -25%
RF
42
Robbins Farley
New Hampshire
$5K +$5.79K +236 New
Wells Fargo
43
Wells Fargo
California
$4K
FMP
44
Financial Management Professionals
Texas
$2K
LF
45
Lantz Financial
Illinois
-$4.2M -169,696 Closed
CPFP
46
Clear Perspectives Financial Planning
Ohio
-$2.42M -97,821 Closed
WAM
47
Worth Asset Management
Texas
-$1.82M -73,711 Closed
WS
48
Wedbush Securities
California
-$1.56M -62,866 Closed
JIP
49
Jaffetilchin Investment Partners
Florida
-$909K -36,722 Closed
GVAG
50
Great Valley Advisor Group
Delaware
-$369K -14,924 Closed