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VanEck Preferred Securities ex Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OCM
26
Orleans Capital Management
Louisiana
$558K
DCM
27
Delta Capital Management
New Jersey
$516K +$58.7K +3,100 +13%
AI
28
Atria Investments
North Carolina
$496K +$139K +7,350 +40%
AA
29
Apriem Advisors
California
$487K +$15.2K +800 +3%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$480K +$468K +24,721 New
TLP
31
Trinity Legacy Partners
Texas
$479K +$150K +7,925 +47%
CIAS
32
Capital Investment Advisory Services
North Carolina
$476K +$161K +8,486 +53%
RBFC
33
Roman Butler Fullerton & Co
Missouri
$446K +$29.5K +1,557 +7%
WI
34
Wintrust Investments
Illinois
$401K
FWSM
35
First Wilshire Securities Management
California
$384K
JPLA
36
Joseph P. Lucia & Associates
New York
$373K +$363K +19,182 New
WA
37
Wealthstar Advisors
Texas
$373K
SB
38
Suntrust Banks
Georgia
$368K +$455 +24 +0.1%
PAG
39
Private Advisor Group
New Jersey
$333K +$118K +6,251 +57%
MML Investors Services
40
MML Investors Services
Massachusetts
$331K -$55K -2,904 -15%
RJA
41
Raymond James & Associates
Florida
$298K +$2.12K +112 +0.7%
FMC
42
First Merchants Corp
Indiana
$266K -$18.9K -1,000 -7%
PFS
43
Prospera Financial Services
Texas
$245K
1SB
44
1ST Source Bank
Indiana
$243K -$16.7K -884 -7%
CWM
45
Cornerstone Wealth Management
Missouri
$239K +$46.7K +2,466 New
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$233K +$228K +12,026 New
BRWA
47
B. Riley Wealth Advisors
Florida
$214K -$1.42K -75 -0.7%
EWM
48
Executive Wealth Management
Michigan
$153K +$144K +7,577 +2,649%
GWM
49
Geneos Wealth Management
Colorado
$133K
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$102K