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Global X US Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$827K +$34.1K +1,735 +4%
GC
102
Gratus Capital
Georgia
$787K
EFS
103
Essex Financial Services
Connecticut
$782K +$19.6K +1,000 +3%
CCM
104
Crew Capital Management
Ohio
$777K +$469K +23,899 +153%
AAS
105
Avantax Advisory Services
Texas
$771K -$128K -6,497 -14%
LSA
106
L & S Advisors
California
$768K +$48.6K +2,477 +7%
GRP
107
Global Retirement Partners
California
$734K +$163K +8,281 +29%
ES
108
Eagle Strategies
New York
$732K +$730K +37,196 New
CG
109
CFO4Life Group
Texas
$730K
FCM
110
Firestone Capital Management
Florida
$697K +$4.32K +220 +0.6%
IP
111
Ignite Planners
California
$682K -$15.3K -778 -2%
PTC
112
Private Trust Company
Ohio
$642K -$18.3K -934 -3%
Corient Private Wealth
113
Corient Private Wealth
Florida
$632K -$29.2K -1,487 -4%
HF
114
HRT Financial
New York
$627K +$625K +31,867 New
MLA
115
My Legacy Advisors
Oregon
$606K -$40.2K -2,048 -6%
IFPG
116
Intrepid Financial Planning Group
Indiana
$583K +$14.4K +735 +3%
NCM
117
Nelson Capital Management
California
$578K +$8.6K +438 +2%
AWM
118
Activest Wealth Management
Florida
$577K -$25.3K -1,287 -4%
AWA
119
Acorn Wealth Advisors
Michigan
$571K -$2.43K -124 -0.4%
CWM
120
Cornerstone Wealth Management
Missouri
$563K +$19.5K +994 +4%
MCA
121
MSH Capital Advisors
Arizona
$547K +$7.83K +399 +1%
PWM
122
Perigon Wealth Management
California
$541K +$51.1K +2,603 +10%
ANTB
123
AMG National Trust Bank
Colorado
$535K +$80.5K +4,100 +18%
WCM
124
WealthBridge Capital Management
Ohio
$520K
CA
125
CSM Advisors
Pennsylvania
$513K