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Virtus SEIX Senior Loan ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SA
51
Scarborough Advisors
Maryland
$125K +$1.11K +48 +0.9%
AF
52
Allworth Financial
California
$111K -$78K -3,362 -41%
US Bancorp
53
US Bancorp
Minnesota
$88K -$331K -14,275 -79%
Wells Fargo
54
Wells Fargo
California
$48.5K +$19.8K +853 +68%
MFP
55
Meramec Financial Planners
Missouri
$32.5K
GWM
56
Geneos Wealth Management
Colorado
$14.5K +$209 +9 +1%
MWA
57
Medallion Wealth Advisors
Connecticut
$14.3K
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$9.66K +$9.72K +419 New
DRP
59
Decker Retirement Planning
Utah
$6.92K
IA
60
IFP Advisors
Florida
$5.19K +$5.22K +225 New
Q1WB
61
Quest 10 Wealth Builders
Virginia
$4.29K +$4.13K +178 +2,225%
RF
62
Rossby Financial
Florida
$2K
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$1.53K +$1.53K +66 New
VEA
64
Virtus ETF Advisers
New York
$1.01K
MCM
65
MAI Capital Management
Ohio
$923 -$56.4K -2,432 -98%
Morgan Stanley
66
Morgan Stanley
New York
$24
OSAM
67
O'Shaughnessy Asset Management
Connecticut
$23
KFG
68
Kingdom Financial Group
Arizona
$5 -$278 -12 Closed
LAS
69
Lloyd Advisory Services
Georgia
$5
AI
70
Atria Investments
North Carolina
-$5.19M -222,318 Closed
CF
71
Centaurus Financial
California
-$3.89M -166,597 Closed
TNBTD
72
Trustmark National Bank Trust Department
Mississippi
-$1.29M -55,063 Closed
WWM
73
Westwood Wealth Management
California
-$1.12M -47,885 Closed
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
-$716K -30,652 Closed
KAS
75
Kestra Advisory Services
Texas
-$678K -29,061 Closed