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VanEck Preferred Securities ex Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
1IA
26
1834 Investment Advisors
Wisconsin
$2.94M -$769K -44,405 -21%
PAS
27
Park Avenue Securities
New York
$2.75M +$719K +41,528 +36%
BFA
28
Brendel Financial Advisors
New Hampshire
$2.71M +$2.66M +153,653 New
Lido Advisors
29
Lido Advisors
California
$2.59M -$64K -3,693 -2%
FFWM
30
Future Financial Wealth Management
Ohio
$2.58M -$554 -32 -0%
UBS Group
31
UBS Group
Switzerland
$2.44M +$92.2K +5,323 +4%
RJA
32
Raymond James & Associates
Florida
$2.38M +$2.33M +134,440 New
NAM
33
NTV Asset Management
West Virginia
$2.33M +$26K +1,500 +1%
AWS
34
Atria Wealth Solutions
New York
$2.31M +$640K +36,924 +39%
JPLA
35
Joseph P. Lucia & Associates
New York
$2.14M -$49.3K -2,844 -2%
WAP
36
Wealthcare Advisory Partners
Pennsylvania
$2.09M +$673K +38,846 +49%
PT
37
Plimoth Trust
Massachusetts
$1.7M -$33K -1,905 -2%
SSWM
38
Sheets Smith Wealth Management
North Carolina
$1.65M +$50.2K +2,900 +3%
PIA
39
Powell Investment Advisors
Florida
$1.55M +$1.09K +63 +0.1%
IRC
40
Investors Research Corp
Georgia
$1.55M +$137K +7,925 +10%
SPIA
41
Steward Partners Investment Advisory
New York
$1.46M -$70.7K -4,080 -5%
NA
42
NewEdge Advisors
Louisiana
$1.41M +$75.6K +4,362 +6%
CPIG
43
Chicago Partners Investment Group
Illinois
$1.32M +$269K +15,553 +26%
SWMG
44
Signature Wealth Management Group
Georgia
$1.31M +$70.7K +4,082 +6%
DADC
45
D.A. Davidson & Co
Montana
$1.27M +$32.8K +1,895 +3%
BFS
46
Bard Financial Services
Connecticut
$1.18M -$221K -12,750 -16%
PFS
47
Prospera Financial Services
Texas
$1.16M +$189K +10,893 +20%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$990K -$64.9K -3,747 -6%
MCA
49
MSH Capital Advisors
Arizona
$948K +$35K +2,021 +4%
AWE
50
Avidian Wealth Enterprises
Texas
$859K +$30.6K +1,767 +4%