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Virtus SEIX Senior Loan ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWS
51
Atria Wealth Solutions
New York
$231K -$287 -12 -0.1%
LPL Financial
52
LPL Financial
California
$229K +$7.35K +307 +3%
TCG
53
Transcendent Capital Group
Oklahoma
$101K
ACM
54
Anfield Capital Management
California
$83.6K
JP Morgan Chase
55
JP Morgan Chase
New York
$51.1K -$45.5K -1,901 -47%
PS
56
Principal Securities
Iowa
$23.7K -$50K -2,087 -68%
KIM
57
Kestra Investment Management
Texas
$22.1K +$22.1K +924 New
HI
58
Harbour Investments
Wisconsin
$16.6K
Bank of America
59
Bank of America
North Carolina
$12.3K +$12.3K +512 New
DRP
60
Decker Retirement Planning
Utah
$7.18K +$7.19K +300 New
GRP
61
Global Retirement Partners
California
$4.71K +$4.72K +197 New
CAS
62
Coppell Advisory Solutions
Texas
$2.02K
FWM
63
FLP Wealth Management
Arkansas
$379 +$383 +16 New
Q1WB
64
Quest 10 Wealth Builders
Virginia
$359 +$359 +15 New
CAWM
65
Capital A Wealth Management
Pennsylvania
$215 +$216 +9 New
Morgan Stanley
66
Morgan Stanley
New York
$34
Wells Fargo
67
Wells Fargo
California
$6
RC
68
Rovin Capital
Arizona
-$1.72M -72,087 Closed
OMC
69
Old Mission Capital
Illinois
-$241K -10,145 Closed
UBS Group
70
UBS Group
Switzerland
-$44.5K -1,868 Closed
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
-$4.4K -185 Closed
Fidelity Investments
72
Fidelity Investments
Massachusetts
-$24 -1 Closed