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Virtus SEIX Senior Loan ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
26
Ameritas Advisory Services
Nebraska
$1.06M +$268K +11,427 +34%
SF
27
Synovus Financial
Georgia
$1.05M -$263K -11,226 -20%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$1M -$2.56M -109,412 -72%
PWM
29
Perigon Wealth Management
California
$1M +$997K +42,550 New
OC
30
OxenFree Capital
Florida
$936K +$37.8K +1,615 +4%
Osaic Holdings
31
Osaic Holdings
Arizona
$768K -$392K -16,744 -34%
JIR
32
James Investment Research
Ohio
$691K +$6.7K +286 +1%
LWM
33
Lionshead Wealth Management
New York
$644K -$46.4K -1,979 -7%
CPG
34
Cornerstone Planning Group
New Jersey
$613K +$6.65K +284 +1%
BRWA
35
B. Riley Wealth Advisors
Florida
$552K +$468 +20 +0.1%
IFG
36
Independent Financial Group
California
$523K +$200K +8,556 +63%
MML Investors Services
37
MML Investors Services
Massachusetts
$492K +$14.1K +600 +3%
SAM
38
Summit Asset Management
Tennessee
$484K -$130K -5,563 -21%
DWM
39
Diversify Wealth Management
Utah
$467K -$321K -13,706 -41%
FG
40
Fiduciary Group
Georgia
$446K +$125K +5,335 +39%
US Bancorp
41
US Bancorp
Minnesota
$444K -$39.1K -1,669 -8%
WA
42
Wealthstar Advisors
Texas
$441K +$35.6K +1,519 +9%
JP Morgan Chase
43
JP Morgan Chase
New York
$412K +$316K +13,500 +338%
TAP
44
Tounjian Advisory Partners
Florida
$391K -$1.69K -72 -0.4%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$390K +$388K +16,568 New
CP
46
Camelot Portfolios
Ohio
$381K -$27.9K -1,190 -7%
AF
47
Allworth Financial
California
$366K -$215K -9,171 -37%
PFS
48
Prospera Financial Services
Texas
$314K +$18.8K +803 +6%
IAIM
49
International Assets Investment Management
Florida
$311K -$21.1K -900 -6%
ATC
50
Argent Trust Co
Tennessee
$311K +$73.9K +3,154 +31%