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Virtus InfraCap US Preferred Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
126
Silverlake Wealth Management
Vermont
$274K +$56.1K +2,631 +25%
Rockefeller Capital Management
127
Rockefeller Capital Management
New York
$274K +$49K +2,300 +21%
CWIG
128
Chung Wu Investment Group
Texas
$272K -$44.7K -2,100 -14%
RDWM
129
Red Door Wealth Management
Tennessee
$260K +$6.5K +305 +2%
P
130
&Partners
Tennessee
$257K +$22.2K +1,044 +9%
AWA
131
Arete Wealth Advisors
Illinois
$254K +$44.7K +2,100 +21%
PIWA
132
Prevail Innovative Wealth Advisors
Kansas
$245K -$752K -35,277 -75%
PVI
133
Pine Valley Investments
New Jersey
$243K -$5.33K -250 -2%
FAG
134
Fortitude Advisory Group
Washington
$239K – – –
WWM
135
Walser Wealth Management
Florida
$232K +$240K +11,260 New
GIA
136
Gladstone Institutional Advisory
Florida
$219K -$3.9K -183 -2%
WWA
137
WCG Wealth Advisors
Nevada
$213K – – –
PTC
138
Private Trust Company
Ohio
$212K -$12.3K -577 -5%
MPCG
139
Matrix Private Capital Group
New York
$210K – – –
HIP
140
HUB Investment Partners
Texas
$208K – – –
RAS
141
RPS Advisory Solutions
Kentucky
$206K -$22.1K -1,039 -9%
GWWM
142
Great Waters Wealth Management
Minnesota
$206K – – –
CMMS
143
Comprehensive Money Management Services
Florida
$204K +$211K +9,900 New
FFA
144
Founders Financial Alliance
North Carolina
$203K +$1.41K +66 +0.7%
CAP
145
Columbia Advisory Partners
Washington
$201K +$208K +9,778 New
S
146
SignatureFD
Georgia
$171K +$43 +2 +0%
Morgan Stanley
147
Morgan Stanley
New York
$142K +$9.5K +446 +7%
EWA
148
EverSource Wealth Advisors
Alabama
$108K +$15.5K +729 +16%
TWC
149
TD Waterhouse Canada
Ontario, Canada
$104K – – –
UBS Group
150
UBS Group
Switzerland
$101K +$103K +4,823 +4,775%