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Global X US Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HAS
126
HBW Advisory Services
California
$219K +$7.5K +296 +4%
FA
127
FDx Advisors
Illinois
$210K
SWM
128
Soundmark Wealth Management
Washington
$208K
FIA
129
Foundations Investment Advisors
Arizona
$207K +$205K +8,075 New
UCFA
130
United Capital Financial Advisors
Texas
$205K +$6.06K +239 +3%
SPIA
131
Steward Partners Investment Advisory
New York
$195K +$10.1K +400 +6%
JPLA
132
Joseph P. Lucia & Associates
New York
$161K
AWM
133
Accel Wealth Management
Iowa
$140K +$111K +4,384 +397%
CFA
134
Carroll Financial Associates
North Carolina
$115K +$659 +26 +0.6%
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$102K
VFA
136
Valeo Financial Advisors
Indiana
$99K +$1.24K +49 +1%
GRP
137
Global Retirement Partners
California
$48K +$330 +13 +0.7%
EWM
138
Elmwood Wealth Management
California
$38K +$38K +1,500 New
NFG
139
Next Financial Group
Texas
$32K +$32.3K +1,273 New
CAC
140
Certified Advisory Corp
Florida
$31K +$30.7K +1,209 New
FFA
141
Founders Financial Alliance
North Carolina
$29K -$6.97K -275 -19%
GI
142
Gradient Investments
Minnesota
$24K -$13.7K -541 -36%
FF
143
FourThought Financial
Florida
$15K
HI
144
Harbour Investments
Wisconsin
$15K +$14.9K +588 New
SWM
145
Spire Wealth Management
Virginia
$15K +$15.2K +600 New
Rockefeller Capital Management
146
Rockefeller Capital Management
New York
$14K
CFGS
147
Concourse Financial Group Securities
Alabama
$10K -$77.2K -3,043 -88%
TCOV
148
Trust Company of Vermont
Vermont
$10K +$10.1K +400 New
SIAP
149
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4K
TCWM
150
Total Clarity Wealth Management
Illinois
$4K +$4.44K +175 New