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AAM Low Duration Preferred and Income Securities ETF
PFLD

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$24.5M +$7.01M +333,621 +39%
RRWA
2
Rainey & Randall Wealth Advisors
Florida
$9.36M +$9.49M +451,576 New
LPL Financial
3
LPL Financial
California
$9.16M +$1.52M +72,263 +20%
Stifel Financial
4
Stifel Financial
Missouri
$6.64M -$840K -39,975 -11%
CWP
5
Cyndeo Wealth Partners
Florida
$6.63M +$6.73M +319,987 New
CAN
6
Cetera Advisor Networks
California
$6.31M +$107K +5,070 +2%
AWM
7
AllSquare Wealth Management
New York
$4.66M -$68.5K -3,258 -1%
PWM
8
Peterson Wealth Management
Nevada
$3.87M -$241K -11,457 -6%
SIS
9
Sound Income Strategies
Florida
$3.14M +$3.19M +151,539 New
Osaic Holdings
10
Osaic Holdings
Arizona
$3.01M -$518K -24,633 -14%
RJA
11
Raymond James & Associates
Florida
$2.73M -$76.7K -3,650 -3%
KCFA
12
Key Client Fiduciary Advisors
New Jersey
$2.5M -$264K -12,538 -9%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$2.19M +$2.22M +105,807 New
AAS
14
Avantax Advisory Services
Texas
$2.06M +$437K +20,806 +27%
KAS
15
Kestra Advisory Services
Texas
$1.95M -$777K -36,981 -28%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.8M -$32.6K -1,552 -2%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.77M -$250K -11,892 -12%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$1.39M +$1.41M +67,258 New
AP
19
Atwood & Palmer
Missouri
$1.34M -$206K -9,815 -13%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$958K -$409K -19,456 -30%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$791K -$326K -15,500 -29%
TYCC
22
Texas Yale Capital Corp
Florida
$602K -$4.21M -200,054 -87%
CA
23
CSM Advisors
Pennsylvania
$518K – – –
FHA
24
Flagship Harbor Advisors
Massachusetts
$512K -$252 -12 -0%
AAS
25
Ameritas Advisory Services
Nebraska
$504K +$251K +11,931 +96%
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