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Global X US Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DAM
101
Derbend Asset Management
Georgia
$947K
WWM
102
Western Wealth Management
Colorado
$943K +$960K +40,087 New
MIAN
103
Mariner Independent Advisor Network
Kansas
$935K -$12K -500 -1%
CRI
104
Colonial River Investments
Virginia
$932K -$104K -4,336 -10%
1WM
105
1900 Wealth Management
Texas
$910K +$69.8K +2,914 +8%
AWS
106
Atria Wealth Solutions
New York
$904K +$921K +38,459 New
OPWM
107
Oxinas Partners Wealth Management
Indiana
$896K -$8.14M -340,131 -90%
LWM
108
Laidlaw Wealth Management
New York
$892K +$60.1K +2,511 +7%
GI
109
GS Investments
Minnesota
$881K -$2.87K -120 -0.3%
Creative Planning
110
Creative Planning
Kansas
$858K +$874K +36,502 New
WWM
111
WT Wealth Management
Arizona
$851K -$278K -11,624 -24%
PAG
112
Private Advisor Group
New Jersey
$850K -$868K -36,256 -50%
SI
113
Stephens Inc
Arkansas
$838K +$9.29K +388 +1%
UA
114
Unison Advisors
District of Columbia
$816K +$238K +9,944 +40%
AWM
115
Activest Wealth Management
Florida
$793K -$1.44M -60,011 -64%
APA
116
American Portfolios Advisors
New York
$787K +$135K +5,648 +20%
5L
117
55I LLC
Massachusetts
$781K +$796K +33,247 New
FIM
118
Freedom Investment Management
Connecticut
$731K -$75K -3,131 -9%
RPCA
119
Running Point Capital Advisors
California
$728K +$1.32K +55 +0.2%
Royal Bank of Canada
120
Royal Bank of Canada
Ontario, Canada
$660K -$98.1K -4,099 -13%
LIG
121
Lokken Investment Group
Delaware
$636K +$41.5K +1,735 +6%
AWA
122
Acorn Wealth Advisors
Michigan
$617K -$1.2K -50 -0.2%
RF
123
RHS Financial
California
$613K -$772K -32,239 -55%
CA
124
CSM Advisors
Pennsylvania
$613K
Baird Financial Group
125
Baird Financial Group
Wisconsin
$611K +$50.5K +2,109 +9%