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Global X US Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$122M +$12.9M +659,248 +12%
Bank of America
2
Bank of America
North Carolina
$103M +$14.8M +753,030 +17%
Morgan Stanley
3
Morgan Stanley
New York
$94.5M +$1.28M +65,034 +1%
Wells Fargo
4
Wells Fargo
California
$50.1M -$57.6M -2,936,344 -54%
GXJ
5
Global X Japan
Japan
$47.8M +$6.47M +329,680 +16%
OWM
6
Orgel Wealth Management
Wisconsin
$40.1M +$3.6M +183,307 +10%
RA
7
Rational Advisors
New York
$29.2M -$1.26M -64,414 -4%
SOWBOCOPL
8
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$26.4M
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$26.2M -$1.53M -77,868 -6%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$23.2M +$2.52M +128,462 +12%
FSC
11
Full Sail Capital
Oklahoma
$20.9M +$1.52M +77,267 +8%
HWAM
12
Hennion & Walsh Asset Management
New Jersey
$20.7M +$5.23M +266,559 +34%
AMG
13
Advisors Management Group
Wisconsin
$19.4M +$5.65M +287,689 +41%
Lido Advisors
14
Lido Advisors
California
$19.3M -$967K -49,262 -5%
FAM
15
Flaharty Asset Management
Florida
$18.8M +$117K +5,940 +0.6%
Creative Planning
16
Creative Planning
Kansas
$18.3M -$304K -15,478 -2%
FMLI
17
Fukoku Mutual Life Insurance
Japan
$18.1M
UBS Group
18
UBS Group
Switzerland
$17.6M +$715K +36,420 +4%
TPW
19
Tiller Private Wealth
Pennsylvania
$17.1M +$569K +29,002 +3%
AssetMark Inc
20
AssetMark Inc
California
$16.7M -$2.26M -115,404 -12%
BNP Paribas Financial Markets
21
BNP Paribas Financial Markets
France
$16.3M +$6.54M +333,184 +68%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$14.8M +$1.45M +73,849 +11%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$13.2M +$515K +26,238 +4%
CI
24
Conning Inc
Connecticut
$11.4M
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$11M +$2.55M +129,798 +30%