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First Trust Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPAM
326
Lodestar Private Asset Management
California
$270K +$1.31K +72 +0.5%
IWM
327
Integris Wealth Management
California
$266K
RPG
328
Risk Paradigm Group
Texas
$263K -$2.66K -146 -1%
GSIAS
329
Garden State Investment Advisory Services
New Jersey
$261K
TCWM
330
Total Clarity Wealth Management
Illinois
$260K +$266K +14,621 New
AWA
331
Acorn Wealth Advisors
Michigan
$258K -$109 -6 -0%
KCFA
332
Key Client Fiduciary Advisors
New Jersey
$255K -$35.4K -1,947 -12%
IP
333
Intellectus Partners
California
$253K
SFPG
334
Stonebridge Financial Planning Group
Florida
$252K
WC
335
Waterloo Capital
Texas
$250K +$1.69K +93 +0.7%
CS
336
Capital Square
Tennessee
$250K +$36K +1,977 +17%
WWMP
337
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$249K +$2.17K +119 +0.9%
WT
338
Whittier Trust
California
$248K
KWM
339
Keebeck Wealth Management
Illinois
$243K
PCIA
340
Prime Capital Investment Advisors
Kansas
$242K
PNC Financial Services Group
341
PNC Financial Services Group
Pennsylvania
$240K +$20.4K +1,123 +9%
SIM
342
Seaview Investment Managers
Florida
$238K +$244K +13,397 New
HCM
343
Hudson Capital Management
New Jersey
$237K -$1.97K -108 -0.8%
SWA
344
Sax Wealth Advisors
New Jersey
$231K
GVAG
345
Great Valley Advisor Group
Delaware
$230K +$236K +12,951 New
AWS
346
Aspen Wealth Strategies
Colorado
$227K +$2.44K +134 +1%
1W
347
1776 Wealth
Georgia
$225K -$10.1K -556 -4%
DWP
348
Daymark Wealth Partners
Ohio
$224K
CAM
349
Cozad Asset Management
Illinois
$222K +$856 +47 +0.4%
GFA
350
Gallagher Fiduciary Advisors
Illinois
$221K +$67.5M +3,708,098 +1,724%