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Global X US Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
126
JP Morgan Chase
New York
$674K -$61.4K -3,296 -8%
IFPG
127
Intrepid Financial Planning Group
Indiana
$652K -$2.46K -132 -0.4%
CA
128
Continuum Advisory
Idaho
$640K +$480K +25,744 +313%
HAM
129
Hickory Asset Management
Ohio
$639K -$4.49K -241 -0.7%
TA
130
TrueWealth Advisors
Alabama
$620K -$194K -10,421 -24%
OCM
131
Objective Capital Management
Ohio
$614K +$608K +32,626 New
IA
132
Inspire Advisors
Idaho
$603K -$34.9K -1,875 -6%
HWAM
133
Hennion & Walsh Asset Management
New Jersey
$588K -$29.1M -1,562,098 -98%
AWA
134
Acorn Wealth Advisors
Michigan
$577K -$41.4K -2,223 -7%
PTC
135
Private Trust Company
Ohio
$564K -$65.8K -3,530 -11%
AWM
136
Activest Wealth Management
Florida
$560K +$2.12K +114 +0.4%
MWA
137
Meridian Wealth Advisors
Texas
$546K
Focus Partners Wealth
138
Focus Partners Wealth
Massachusetts
$536K -$3.93M -210,978 -88%
MFS
139
Madrona Financial Services
Washington
$530K +$39.6K +2,125 +8%
CF
140
Centaurus Financial
California
$529K +$37K +1,986 +8%
KBFS
141
Kohmann Bosshard Financial Services
Ohio
$523K -$479K -25,717 -48%
Corient Private Wealth
142
Corient Private Wealth
Florida
$516K -$4.08K -219 -0.8%
WWM
143
Western Wealth Management
Colorado
$513K -$136K -7,277 -21%
BWMG
144
Barnes Wealth Management Group
California
$502K +$43.3K +2,323 +10%
MFA
145
Millington Financial Advisors
Illinois
$495K +$71.1K +3,818 +17%
CA
146
CSM Advisors
Pennsylvania
$492K
MCA
147
MSH Capital Advisors
Arizona
$489K -$7.49K -402 -2%
WCM
148
WealthBridge Capital Management
Ohio
$484K
PWM
149
Perigon Wealth Management
California
$480K -$3.17K -170 -0.7%
SBH
150
Segall Bryant & Hamill
Illinois
$479K -$7.08K -380 -1%