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VanEck Inflation Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CreativeOne Wealth
26
CreativeOne Wealth
Kansas
$310K -$50.9K -2,075 -13%
Avantax Advisory Services
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 – – –
Cetera Advisors
30
Cetera Advisors
Colorado
$221K +$28K +1,142 +13%
OPW
31
Oxler Private Wealth
New York
$172K – – –
Harbour Investments
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 – – –
IFP Advisors
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
Wedbush Securities
48
Wedbush Securities
California
– -$1.56M -62,866 Closed
JIP
49
Jaffetilchin Investment Partners
Florida
– -$909K -36,722 Closed
Great Valley Advisor Group
50
Great Valley Advisor Group
Delaware
– -$369K -14,924 Closed