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Global X Variable Rate Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$49.7M +$279K +12,154 +0.6%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$10.4M +$435K +18,928 +4%
BFS
3
Bard Financial Services
Connecticut
$10.1M +$760K +33,107 +8%
Morgan Stanley
4
Morgan Stanley
New York
$8.34M -$206K -8,960 -2%
BFC
5
Bedel Financial Consulting
Indiana
$7.02M +$1.25M +54,587 +21%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$5.71M +$433K +18,865 +8%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$2.65M -$1.52M -66,365 -36%
MML Investors Services
8
MML Investors Services
Massachusetts
$2.24M +$152K +6,598 +7%
CW
9
CreativeOne Wealth
Kansas
$2.19M +$108K +4,714 +5%
PGAM
10
Princeton Global Asset Management
New Jersey
$2.19M -$38.9K -1,692 -2%
Truist Financial
11
Truist Financial
North Carolina
$2.04M -$511K -22,257 -20%
PWM
12
Paulson Wealth Management
Illinois
$1.84M -$930K -40,486 -33%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.78M +$1.81M +78,893 New
BFG
14
Beacon Financial Group
Texas
$1.06M -$155K -6,729 -13%
SWM
15
Seed Wealth Management
Illinois
$1M +$1.02M +44,514 New
WKWM
16
Walter & Keenan Wealth Management
Indiana
$980K +$735 +32 +0.1%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$957K +$977K +42,528 New
BAM
18
Byrne Asset Management
New Jersey
$886K -$1.2M -52,405 -57%
CJFS
19
Coulter & Justus Financial Services
Tennessee
$816K -$14.2K -617 -2%
Corient Private Wealth
20
Corient Private Wealth
Florida
$784K +$800K +34,823 New
MFG
21
Merit Financial Group
Georgia
$719K +$477K +20,759 +186%
SWP
22
Strategic Wealth Partners
Ohio
$717K -$20.6K -895 -3%
KTC
23
Kistler-Tiffany Companies
Pennsylvania
$585K -$13.4K -584 -2%
LPL Financial
24
LPL Financial
California
$574K -$69.3K -3,020 -11%
MWM
25
Meridian Wealth Management
Kentucky
$548K +$559K +24,347 New