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Global X US Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$160M +$21.6M +1,062,340 +15%
Bank of America
2
Bank of America
North Carolina
$121M +$16.4M +804,185 +15%
Morgan Stanley
3
Morgan Stanley
New York
$84.7M -$5.57M -273,384 -6%
GXJ
4
Global X Japan
Japan
$52.8M +$174K +8,523 +0.3%
Wells Fargo
5
Wells Fargo
California
$46.9M -$1.03M -50,526 -2%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$28.6M +$5.59M +274,237 +23%
FSC
7
Full Sail Capital
Oklahoma
$26.7M +$5.85M +287,175 +27%
Lido Advisors
8
Lido Advisors
California
$26.5M +$6.1M +299,503 +29%
SOWBOCOPL
9
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$26.2M
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$25.4M -$46.5K -2,282 -0.2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$25.2M +$1.79M +87,661 +7%
RA
12
Rational Advisors
New York
$22.7M -$1.03M -50,723 -4%
AMG
13
Advisors Management Group
Wisconsin
$20.4M +$766K +37,626 +4%
Creative Planning
14
Creative Planning
Kansas
$19.6M +$1.22M +59,822 +6%
Raymond James Financial
15
Raymond James Financial
Florida
$19.5M +$20.4M +1,001,364 New
TPW
16
Tiller Private Wealth
Pennsylvania
$18.2M +$765K +37,550 +4%
FAM
17
Flaharty Asset Management
Florida
$18.1M +$15.1K +739 +0.1%
FMLI
18
Fukoku Mutual Life Insurance
Japan
$17.9M
UBS Group
19
UBS Group
Switzerland
$16.3M +$3.97M +194,825 +31%
AssetMark Inc
20
AssetMark Inc
California
$16M -$5.99K -294 -0%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$14.2M +$1.38M +67,748 +10%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$13.3M +$599K +29,385 +5%
CI
23
Conning Inc
Connecticut
$11.3M
MWM
24
Modern Wealth Management
Kansas
$11.3M +$5.24M +257,461 +80%
SPIA
25
Steward Partners Investment Advisory
New York
$10.9M +$158K +7,767 +1%