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Global X Variable Rate Preferred ETF
PFFV

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$32.9M +$4.47M +187,641 +16%
BFC
2
Bedel Financial Consulting
Indiana
$5.57M -$243K -10,218 -4%
LGW
3
Leslie Global Wealth
Illinois
$4.86M +$299K +12,559 +7%
Creative Planning
4
Creative Planning
Kansas
$4.13M +$969K +40,717 +31%
IPAM
5
Investment Partners Asset Management
New Jersey
$3.66M +$174K +7,332 +5%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$2.46M +$1.29M +54,176 +113%
LPL Financial
7
LPL Financial
California
$2.21M +$68.3K +2,871 +3%
PGAM
8
Princeton Global Asset Management
New Jersey
$2.11M +$31.7K +1,333 +2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.72M +$56.4K +2,371 +3%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$1.36M +$80.6K +3,388 +6%
AFP
11
Ausdal Financial Partners
Iowa
$1.31M -$738 -31 -0.1%
SWM
12
Seed Wealth Management
Illinois
$1.2M -$8.33K -350 -0.7%
Truist Financial
13
Truist Financial
North Carolina
$1.16M -$145K -6,079 -11%
JP Morgan Chase
14
JP Morgan Chase
New York
$1.04M +$1.03M +43,328 New
IAA
15
Ironsides Asset Advisors
North Carolina
$1.02M -$12.8K -540 -1%
NWM
16
Napa Wealth Management
California
$932K +$241K +10,118 +35%
IIA
17
Integral Investment Advisors
California
$916K +$590K +24,773 +186%
Comerica Bank
18
Comerica Bank
Texas
$849K +$20.3K +855 +2%
PFS
19
Prospera Financial Services
Texas
$844K – – –
Bank of America
20
Bank of America
North Carolina
$760K +$357K +15,001 +90%
BFG
21
Beacon Financial Group
Texas
$615K +$1.71K +72 +0.3%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$615K +$100K +4,205 +20%
SWP
23
Strategic Wealth Partners
Ohio
$520K -$44.8K -1,883 -8%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$503K -$8.81M -370,360 -95%
PWM
25
Paulson Wealth Management
Illinois
$474K -$27.7K -1,164 -6%
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