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Global X US Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RF
226
Rossby Financial
Florida
$65.9K +$6.37K +338 +11%
BC
227
Burnham & Co
Michigan
$60.8K +$61.3K +3,252 New
UB
228
UMB Bank
Missouri
$55.4K – – –
IAAG
229
Innovative Asset Advisors Group
Connecticut
$53.6K +$170 +9 +0.3%
AF
230
Abound Financial
California
$50.7K – – –
VWM
231
Vermillion Wealth Management
Minnesota
$50.6K +$811 +43 +2%
TC
232
Truvestments Capital
Florida
$48K – – –
GSWM
233
Golden State Wealth Management
California
$41.2K -$42.1K -2,233 -50%
BFP
234
Birchwood Financial Partners
Minnesota
$39.7K +$113 +6 +0.3%
HR
235
Howe & Rusling
New York
$37K – – –
IA
236
IFG Advisory
Georgia
$36.7K +$37.1K +1,966 New
Bank of Montreal
237
Bank of Montreal
Ontario, Canada
$36.2K -$23.7K -1,256 -39%
CA
238
Continuum Advisory
Idaho
$35.8K +$36.1K +1,913 New
CFM
239
Compass Financial Management
Florida
$35.5K +$35.8K +1,900 New
AAP
240
Arax Advisory Partners
Colorado
$31.3K +$31.5K +1,672 New
EWM
241
Evolution Wealth Management
Florida
$30.5K – – –
MI
242
Markowski Investments
Florida
$29.8K +$30.1K +1,594 New
ACA
243
Aptus Capital Advisors
Alabama
$29.3K +$19 +1 +0.1%
CFD
244
Creative Financial Designs
Indiana
$27.2K -$50.2K -2,660 -65%
CTWM
245
Cherry Tree Wealth Management
Minnesota
$24.9K – – –
KCM
246
Key Capital Management
Tennessee
$23.7K +$14.8K +784 +163%
WA
247
WPG Advisers
Maryland
$21.6K -$12.2K -647 -36%
IFWM
248
Institute for Wealth Management
Colorado
$19K +$19.1K +1,015 New
OSNBOA
249
Old Second National Bank of Aurora
Illinois
$18.7K – – –
CJ
250
Caitlin John
Michigan
$18.7K +$18.9K +1,000 New