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VanEck Preferred Securities ex Financials ETF
PFXF

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
TCM
76
Tassel Capital Management
North Carolina
USD 1.21 M +USD 1.24 M +67,648 Nuevas
Fortis Capital Management
77
Fortis Capital Management
Washington
USD 1.1 M +USD 9.22 k +502 +0.8%
Geneos Wealth Management
78
Geneos Wealth Management
Colorado
USD 1.07 M -USD 6.16 k -335 -0.6%
RBFC
79
Roman Butler Fullerton & Co
Missouri
USD 1.01 M +USD 174 k +9,445 +20%
PIA
80
Powell Investment Advisors
Florida
USD 950 k – – –
NewEdge Advisors
81
NewEdge Advisors
Louisiana
USD 927 k +USD 101 k +5,489 +12%
Farther Finance Advisors
82
Farther Finance Advisors
California
USD 916 k +USD 60.6 k +3,299 +7%
Stratos Investment Management
83
Stratos Investment Management
Ohio
USD 915 k -USD 48.1 k -2,620 -5%
OneDigital Investment Advisors
84
OneDigital Investment Advisors
Kansas
USD 901 k -USD 868 k -47,232 -48%
EWA
85
Etesian Wealth Advisors
Oregon
USD 883 k -USD 91.4 k -4,973 -9%
&Partners
86
&Partners
Tennessee
USD 881 k +USD 8.03 k +437 +0.9%
MAS
87
MPWM Advisory Solutions
Georgia
USD 870 k +USD 22 k +1,196 +3%
Sowell Financial Services
88
Sowell Financial Services
Arkansas
USD 869 k -USD 5.07 k -276 -0.6%
GIM
89
Guild Investment Management
California
USD 800 k -USD 816 k -44,430 -50%
SHP Wealth Management
90
SHP Wealth Management
Massachusetts
USD 796 k +USD 556 k +30,246 +210%
Brookstone Capital Management
91
Brookstone Capital Management
Illinois
USD 795 k +USD 819 k +44,561 Nuevas
Sumitomo Mitsui Trust Group
92
Sumitomo Mitsui Trust Group
Japan
USD 779 k -USD 39.7 k -2,160 -5%
OpenArc Corporate Advisory
93
OpenArc Corporate Advisory
Georgia
USD 761 k +USD 2.76 k +150 +0.4%
Harbour Investments
94
Harbour Investments
Wisconsin
USD 742 k +USD 37.9 k +2,065 +5%
Creative Planning
95
Creative Planning
Kansas
USD 738 k -USD 1.13 M -61,701 -60%
LRI Investments
96
LRI Investments
Florida
USD 714 k +USD 735 k +40,000 Nuevas
Private Advisor Group
97
Private Advisor Group
New Jersey
USD 689 k -USD 2.48 M -134,823 -78%
DCM
98
Delta Capital Management
New Jersey
USD 684 k +USD 27.6 k +1,500 +4%
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
USD 674 k +USD 7.17 k +390 +1%
JWCA
100
J.W. Cole Advisors
Florida
USD 674 k +USD 694 k +37,788 Nuevas
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