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VanEck Preferred Securities ex Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$3.1M +$795K +46,164 +33%
BFA
27
Brendel Financial Advisors
New Hampshire
$2.96M +$385K +22,365 +15%
FFWM
28
Future Financial Wealth Management
Ohio
$2.45M +$362 +21 +0%
CCA
29
Cadent Capital Advisors
Oklahoma
$2.37M +$2.42M +140,750 New
AWS
30
Atria Wealth Solutions
New York
$2.34M +$143K +8,318 +6%
1IA
31
1834 Investment Advisors
Wisconsin
$2.24M -$577K -33,511 -20%
WAP
32
Wealthcare Advisory Partners
Pennsylvania
$2.23M +$252K +14,664 +12%
NAM
33
NTV Asset Management
West Virginia
$2.22M +$8.61K +500 +0.4%
Lido Advisors
34
Lido Advisors
California
$2.16M -$270K -15,661 -11%
JPLA
35
Joseph P. Lucia & Associates
New York
$1.99M -$41.7K -2,424 -2%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$1.96M +$2.01M +116,676 New
SSWM
37
Sheets Smith Wealth Management
North Carolina
$1.63M +$61.7K +3,585 +4%
IRC
38
Investors Research Corp
Georgia
$1.61M +$143K +8,296 +9%
PT
39
Plimoth Trust
Massachusetts
$1.56M -$63.2K -3,670 -4%
PIA
40
Powell Investment Advisors
Florida
$1.48M +$1.14K +66 +0.1%
SPIA
41
Steward Partners Investment Advisory
New York
$1.38M -$3.68K -214 -0.3%
CPIG
42
Chicago Partners Investment Group
Illinois
$1.38M +$192K +11,135 +15%
ARG
43
Advisory Resource Group
Oklahoma
$1.28M +$1.31M +76,084 New
DADC
44
D.A. Davidson & Co
Montana
$1.25M +$35K +2,031 +3%
PFS
45
Prospera Financial Services
Texas
$1.06M -$46.7K -2,715 -4%
MCA
46
MSH Capital Advisors
Arizona
$1.02M +$122K +7,105 +13%
NA
47
NewEdge Advisors
Louisiana
$889K -$464K -26,933 -34%
TWP
48
Tempus Wealth Planning
California
$841K +$861K +50,000 New
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$824K -$133K -7,730 -14%
SWP
50
Stratos Wealth Partners
Ohio
$790K +$240K +13,968 +42%