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Global X US Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
126
Avantax Advisory Services
Texas
$669K +$35.8K +1,825 +5%
IFPG
127
Intrepid Financial Planning Group
Indiana
$662K -$38K -1,937 -5%
WWM
128
Western Wealth Management
Colorado
$658K +$127K +6,452 +23%
HAM
129
Hickory Asset Management
Ohio
$651K +$4.89K +249 +0.7%
IA
130
Inspire Advisors
Idaho
$645K +$63.2K +3,219 +10%
PTC
131
Private Trust Company
Ohio
$637K -$65.8K -3,352 -9%
AWA
132
Acorn Wealth Advisors
Michigan
$625K -$1.86K -95 -0.3%
Envestnet Portfolio Solutions
133
Envestnet Portfolio Solutions
Illinois
$601K +$22K +1,122 +4%
AWM
134
Activest Wealth Management
Florida
$564K -$2.89K -147 -0.5%
MWA
135
Meridian Wealth Advisors
Texas
$552K +$19.6K +1,000 +4%
Corient Private Wealth
136
Corient Private Wealth
Florida
$525K -$21.4K -1,092 -4%
MWA
137
Medallion Wealth Advisors
Connecticut
$525K +$37.7K +1,921 +7%
MCA
138
MSH Capital Advisors
Arizona
$502K +$18.6K +945 +4%
CF
139
Centaurus Financial
California
$498K -$60.3K -3,070 -11%
CA
140
CSM Advisors
Pennsylvania
$497K
MFS
141
Madrona Financial Services
Washington
$495K +$21.2K +1,080 +4%
SBH
142
Segall Bryant & Hamill
Illinois
$491K -$21.8K -1,112 -4%
WCM
143
WealthBridge Capital Management
Ohio
$489K -$13.7K -700 -3%
PWM
144
Perigon Wealth Management
California
$488K -$59 -3 -0%
Wealth Enhancement Advisory Services
145
Wealth Enhancement Advisory Services
Minnesota
$485K -$453K -23,053 -47%
NCM
146
Nelson Capital Management
California
$463K -$111K -5,643 -19%
BWMG
147
Barnes Wealth Management Group
California
$463K +$49.3K +2,509 +12%
FCM
148
Firestone Capital Management
Florida
$443K +$1.12K +57 +0.2%
CTC
149
Central Trust Company
Missouri
$436K +$19.6K +1,000 +5%
LFAS
150
Level Four Advisory Services
Texas
$432K -$26.4K -1,344 -6%