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VanEck Preferred Securities ex Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WTB
51
Washington Trust Bank
Washington
$173K
GWM
52
Geneos Wealth Management
Colorado
$133K -$19.6K -1,000 -13%
MCM
53
Mainstay Capital Management
Michigan
$111K +$9.7K +496 +9%
CPIG
54
Chicago Partners Investment Group
Illinois
$85K +$1.27K +65 +1%
FANJ
55
Financial Architects (New Jersey)
New Jersey
$81K -$21.5K -1,098 -21%
NFG
56
Next Financial Group
Texas
$51K +$51.1K +2,610 New
TWA
57
TCI Wealth Advisors
Arizona
$48K
William Blair & Company
58
William Blair & Company
Illinois
$44K
US Bancorp
59
US Bancorp
Minnesota
$39K +$39.1K +2,000 New
SPIA
60
Steward Partners Investment Advisory
New York
$26K
FGAM
61
Financial Gravity Asset Management
Texas
$26K +$26.7K +1,364 New
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$24K +$23.8K +1,217 New
CWSR
63
Chessman Wealth Strategies RIA
Texas
$14K +$14.6K +745 New
QAM
64
QCI Asset Management
New York
$12K
PFGIA
65
Patriot Financial Group Insurance Agency
Massachusetts
$12K +$78 +4 +0.7%
CAL
66
Capital Analysts LLC
Pennsylvania
$11K
ML
67
McAdam LLC
Pennsylvania
$10K
SNT
68
Security National Trust
West Virginia
$9K
Citigroup
69
Citigroup
New York
$7K
WEC
70
Winslow Evans & Crocker
Massachusetts
$6K
FDCDDQ
71
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.85K
SWP
72
Stratos Wealth Partners
Ohio
$4K +$3.91K +200 New
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
-$192K -9,768 Closed
IAS
74
IMA Advisory Services
Colorado
-$47K -2,404 Closed
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$39K -2,000 Closed