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VanEck Preferred Securities ex Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JPLA
26
Joseph P. Lucia & Associates
New York
$2.02M -$110K -6,444 -5%
AWS
27
Atria Wealth Solutions
New York
$1.88M -$369K -21,637 -16%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$1.86M +$328K +19,240 +21%
FIA
29
Foundations Investment Advisors
Arizona
$1.72M +$525K +30,817 +43%
PT
30
Plimoth Trust
Massachusetts
$1.72M +$10.1K +590 +0.6%
BFS
31
Bard Financial Services
Connecticut
$1.69M -$771K -45,250 -31%
SSWM
32
Sheets Smith Wealth Management
North Carolina
$1.51M -$411K -24,135 -21%
SPIA
33
Steward Partners Investment Advisory
New York
$1.49M -$58K -3,405 -4%
FFWM
34
Future Financial Wealth Management
Ohio
$1.4M -$13.6K -801 -0.9%
PIA
35
Powell Investment Advisors
Florida
$1.35M +$1.38M +81,043 New
Ameriprise
36
Ameriprise
Minnesota
$1.24M +$144K +8,452 +13%
SWM
37
Stockman Wealth Management
Montana
$1.2M -$99.4K -5,835 -7%
IRC
38
Investors Research Corp
Georgia
$1.16M +$222K +13,015 +23%
SWMG
39
Signature Wealth Management Group
Georgia
$1.13M +$14.4K +847 +1%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$1.13M -$58.2K -3,415 -5%
CPIG
41
Chicago Partners Investment Group
Illinois
$1.1M +$1.03M +60,409 New
PFS
42
Prospera Financial Services
Texas
$1.07M -$373K -21,866 -25%
Truist Financial
43
Truist Financial
North Carolina
$990K -$1.11M -65,236 -52%
DADC
44
D.A. Davidson & Co
Montana
$850K +$867K +50,870 New
Mirae Asset Global Investments
45
Mirae Asset Global Investments
South Korea
$822K
TYCC
46
Texas Yale Capital Corp
Florida
$813K -$1.65M -97,036 -67%
MCA
47
MSH Capital Advisors
Arizona
$789K
DCM
48
Delta Capital Management
New Jersey
$767K
AWE
49
Avidian Wealth Enterprises
Texas
$706K -$218K -12,799 -23%
PFA
50
Pathway Financial Advisers
Indiana
$696K +$709K +41,619 New