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First Trust Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VIM
176
Vista Investment Management
Pennsylvania
$319K +$316K +16,432 New
HCIA
177
Hochman Cole Investment Advisors
Illinois
$311K +$308K +16,042 New
GSWM
178
Golden State Wealth Management
California
$309K -$202K -10,503 -40%
MWP
179
MYCIO Wealth Partners
Pennsylvania
$307K +$4.42K +230 +1%
JCM
180
Jacobi Capital Management
Pennsylvania
$304K +$57.1K +2,970 +23%
Ameriprise
181
Ameriprise
Minnesota
$302K +$299K +15,557 New
BAAM
182
Baker Avenue Asset Management
California
$301K +$299K +15,540 New
UCFA
183
United Capital Financial Advisors
Texas
$281K -$9.55K -497 -3%
WP
184
WealthSource Partners
California
$276K -$327K -17,000 -54%
CWA
185
Clarus Wealth Advisors
Arizona
$254K +$181K +9,436 +259%
HFP
186
Holistic Financial Partners
Indiana
$253K +$251K +13,068 New
SWM
187
Sequoia Wealth Management
Illinois
$252K -$21.6K -1,123 -8%
WDA
188
Wendell David Associates
New Hampshire
$252K
AWS
189
AJ Wealth Strategies
New York
$252K +$250K +13,000 New
CBFP
190
Cedar Brook Financial Partners
Ohio
$249K +$2.56K +133 +1%
VCM
191
Vivaldi Capital Management
Illinois
$242K +$48.1K +2,500 +25%
TFS
192
Thoroughbred Financial Services
Tennessee
$228K +$226K +11,765 New
BAM
193
Belpointe Asset Management
Nevada
$219K +$217K +11,272 New
FWM
194
Foresight Wealth Management
Utah
$217K -$10K -520 -4%
SAS
195
Stelac Advisory Services
New York
$213K
IWC
196
Integrated Wealth Concepts
Massachusetts
$211K +$202K +10,519 New
MIM
197
Moseley Investment Management
Florida
$205K -$9.52K -495 -4%
MCM
198
Mengis Capital Management
Oregon
$195K
CAL
199
Capital Advisors Ltd
Ohio
$191K +$21.5K +1,120 +13%
PB
200
Pinnacle Bancorp
Nebraska
$148K +$54.8K +2,850 +60%