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Virtus InfraCap US Preferred Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
26
BlackDiamond Wealth Management
New York
$338K +$336K +13,467 New
Morgan Stanley
27
Morgan Stanley
New York
$328K
OIA
28
OneDigital Investment Advisors
Kansas
$322K -$15.9K -638 -5%
WIA
29
World Investment Advisors
California
$321K
BRWA
30
B. Riley Wealth Advisors
Florida
$310K +$307K +12,317 New
LSA
31
Lion Street Advisors
Texas
$309K
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$272K -$136K -5,471 -34%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$272K +$50.2K +2,016 +23%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$245K +$243K +9,749 New
APA
35
American Portfolios Advisors
New York
$231K +$74.7K +3,000 +48%
HGERS
36
Householder Group Estate & Retirement Specialist
Arizona
$228K +$226K +9,081 New
RA
37
RFG Advisory
Alabama
$218K -$257K -10,305 -54%
BFA
38
Beacon Financial Advisory
Ohio
$209K +$208K +8,328 New
Bank of America
39
Bank of America
North Carolina
$126K -$110K -4,398 -47%
DWP
40
Destiny Wealth Partners
Florida
$114K +$113K +4,525 New
WB
41
Webster Bank
Connecticut
$87K
AF
42
Allworth Financial
California
$85K +$84.7K +3,400 New
Koshinski Asset Management
43
Koshinski Asset Management
Illinois
$50.7K
GWM
44
Geneos Wealth Management
Colorado
$48K
SPIA
45
Steward Partners Investment Advisory
New York
$45K +$15K +604 +50%
AA
46
AlphaMark Advisors
Kentucky
$42K +$797 +32 +2%
FCMT
47
Founders Capital Management (Texas)
Texas
$40K
HNB
48
Huntington National Bank
Ohio
$38K
CFD
49
Creative Financial Designs
Indiana
$35K
US Bancorp
50
US Bancorp
Minnesota
$29K