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icono de PREF

Principal Spectrum Preferred Securities Active ETF
PREF

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Bank of New York Mellon
51
Bank of New York Mellon
New York
USD 1.67 M +USD 31 k +1,630 +2%
Dearborn Partners
52
Dearborn Partners
Illinois
USD 1.66 M +USD 42.9 k +2,257 +3%
IBEX Wealth Advisors
53
IBEX Wealth Advisors
New Jersey
USD 1.57 M +USD 2.62 k +138 +0.2%
GJWM
54
Gilliland Jeter Wealth Management
Arkansas
USD 1.55 M +USD 5.05 k +266 +0.3%
Willis Johnson & Associates
55
Willis Johnson & Associates
Texas
USD 1.46 M -USD 11.5 k -603 -0.8%
MML Investors Services
56
MML Investors Services
Massachusetts
USD 1.36 M +USD 312 k +16,426 +30%
FourThought Financial Partners
57
FourThought Financial Partners
Florida
USD 1.34 M +USD 14.2 k +750 +1%
Concurrent Investment Advisors
58
Concurrent Investment Advisors
Florida
USD 1.23 M +USD 1.23 M +64,728 Nuevas
Cerity Partners
59
Cerity Partners
New York
USD 1.23 M +USD 13.6 k +718 +1%
Truist Financial
60
Truist Financial
North Carolina
USD 1.2 M +USD 7.79 k +410 +0.7%
Mengis Capital Management
61
Mengis Capital Management
Oregon
USD 1.19 M +USD 94.7 k +4,985 +9%
LexAurum Advisors
62
LexAurum Advisors
Kansas
USD 1.15 M +USD 191 k +10,042 +20%
CLA (CliftonLarsonAllen) Wealth Advisors
63
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
USD 1.12 M +USD 500 k +26,330 +81%
FCFC
64
First Citizens Financial Corp
Iowa
USD 1.11 M -USD 10.7 k -565 -1%
Mariner
65
Mariner
Kansas
USD 1.03 M -USD 9.06 M -476,827 -90%
VA
66
Valor Advisors
Florida
USD 937 k – – –
FA
67
Flagstar Advisors
New York
USD 919 k -USD 94.8 k -4,993 -9%
Essex Financial Services
68
Essex Financial Services
Connecticut
USD 903 k – – –
BTG Pactual Asset Management US
69
BTG Pactual Asset Management US
New York
USD 802 k +USD 62 k +3,264 +8%
MFC
70
Mechanics Financial Corp
Ohio
USD 797 k -USD 11.3 k -595 -1%
US Bancorp
71
US Bancorp
Minnesota
USD 762 k +USD 760 k +40,000 Nuevas
CPL
72
Capital & Planning LLC
Georgia
USD 760 k +USD 4.18 k +220 +0.6%
HBFP
73
Henderson Brothers Financial Partners
Pennsylvania
USD 757 k -USD 679 k -35,755 -47%
HRT Financial
74
HRT Financial
New York
USD 732 k +USD 326 k +17,172 +81%
Arax Advisory Partners
75
Arax Advisory Partners
Colorado
USD 723 k +USD 720 k +37,931 Nuevas
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