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Global X US Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VF
201
Vista Finance
Missouri
$196K
TBF
202
True Blue Financial
Michigan
$195K +$197K +10,443 New
LFAS
203
Level Four Advisory Services
Texas
$195K -$153K -8,121 -44%
LFG
204
Larson Financial Group
Missouri
$194K +$1.94K +103 +1%
OBWG
205
Onyx Bridge Wealth Group
New York
$192K -$1.75K -93 -0.9%
FA
206
FDx Advisors
Illinois
$190K
SPC
207
Sigma Planning Corp
Michigan
$189K +$191K +10,120 New
HI
208
Harbour Investments
Wisconsin
$188K +$7.81K +414 +4%
SWM
209
Sculati Wealth Management
Michigan
$187K +$190K +10,061 New
CFB
210
Cullen/Frost Bankers
Texas
$187K
NB
211
NBT Bank
New York
$187K
CCM
212
Chilton Capital Management
Texas
$168K -$641 -34 -0.4%
AWM
213
AE Wealth Management
Kansas
$160K +$52.2K +2,770 +48%
WP
214
WealthShield Partners
North Carolina
$154K +$155K +8,234 New
FRA
215
Front Row Advisors
California
$149K
ACA
216
Atlas Capital Advisors
Wyoming
$139K
SWM
217
SHP Wealth Management
Massachusetts
$139K +$47.3K +2,506 +51%
TCM
218
Timbuktu Capital Management
Massachusetts
$135K +$136K +7,200 New
MIA
219
MeadowBrook Investment Advisors
Michigan
$121K
T
220
Tidemark
California
$120K -$264 -14 -0.2%
William Blair & Company
221
William Blair & Company
Illinois
$98.1K
GWM
222
Geneos Wealth Management
Colorado
$88.2K
PB
223
Pinnacle Bancorp
Nebraska
$74.9K
EWA
224
EverSource Wealth Advisors
Alabama
$67.9K +$66.3K +3,517 +3,032%
FFO
225
Fortitude Family Office
Arizona
$66.2K