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Global X US Preferred ETF
PFFD

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
126
IFP Advisors
Florida
$478K -$23.2K -1,074 -5%
BFC
127
Bedel Financial Consulting
Indiana
$434K +$490K +22,675 New
AAS
128
Avantax Advisory Services
Texas
$433K -$23K -1,063 -5%
SWM
129
SeaCrest Wealth Management
New York
$423K -$27.4K -1,265 -6%
FCM
130
Firestone Capital Management
Florida
$411K +$2.44K +113 +0.6%
MFS
131
Madrona Financial Services
Washington
$393K – – –
MCA
132
MSH Capital Advisors
Arizona
$382K – – –
RIA
133
Realta Investment Advisors
Delaware
$366K -$19.2K -886 -5%
HGERS
134
Householder Group Estate & Retirement Specialist
Arizona
$365K -$33.3K -1,542 -8%
JCM
135
Jacobsen Capital Management
Utah
$354K -$22.4K -1,036 -6%
IWM
136
IHT Wealth Management
Illinois
$346K +$364K +16,856 New
ZIMP
137
Zimmermann Investment Management & Planning
Pennsylvania
$345K -$136K -6,306 -27%
LWMG
138
Levy Wealth Management Group
Pennsylvania
$328K +$117K +5,424 +51%
WCG
139
Weaver Consulting Group
California
$318K +$17.8K +824 +6%
CG
140
Colony Group
Massachusetts
$315K +$3.29K +152 +1%
AG
141
Ascent Group
Virginia
$311K -$15.5K -717 -4%
FHA
142
First Horizon Advisors
Tennessee
$305K -$5.17K -239 -2%
AWA
143
Arkadios Wealth Advisors
Georgia
$302K -$17.3K -801 -5%
RWM
144
RBA Wealth Management
California
$293K -$15.4K -711 -5%
KFGK
145
Keystone Financial Group (Kentucky)
Kentucky
$283K -$16.9K -780 -5%
BC
146
Burney Company
Virginia
$281K – – –
DWT
147
Dorsey & Whitney Trust
South Dakota
$275K +$290K +13,425 New
BRWA
148
B. Riley Wealth Advisors
Florida
$265K -$71.5K -3,308 -20%
KAS
149
Kestra Advisory Services
Texas
$260K -$8.06K -373 -3%
BIA
150
Barry Investment Advisors
Massachusetts
$259K +$2.29K +106 +0.8%
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