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VanEck Preferred Securities ex Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Next Financial Group
51
Next Financial Group
Texas
$151K +$109K +5,889 +226%
Geneos Wealth Management
52
Geneos Wealth Management
Colorado
$121K – – –
Brandywine Oak Private Wealth
53
Brandywine Oak Private Wealth
Pennsylvania
$103K +$108K +5,869 New
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$93K +$96.8K +5,248 New
Financial Architects (New Jersey)
55
Financial Architects (New Jersey)
New Jersey
$74K – – –
TCI Wealth Advisors
56
TCI Wealth Advisors
Arizona
$43K – – –
William Blair & Company
57
William Blair & Company
Illinois
$35K -$5.07K -275 -12%
US Bancorp
58
US Bancorp
Minnesota
$35K – – –
Semmax Financial Advisors
59
Semmax Financial Advisors
North Carolina
$30K +$31.1K +1,684 New
Financial Gravity Companies
60
Financial Gravity Companies
Texas
$26K +$25.2K +1,364 New
Ameritas Investment Company
61
Ameritas Investment Company
Nebraska
$26K +$27K +1,465 New
Aspire Private Capital
62
Aspire Private Capital
North Carolina
$25K +$26.5K +1,438 New
Capital Analysts LLC
63
Capital Analysts LLC
Pennsylvania
$10K – – –
Global Wealth Management Investment Advisory
64
Global Wealth Management Investment Advisory
Florida
$10K +$9.9K +537 New
Security National Trust
65
Security National Trust
West Virginia
$8K – – –
Citigroup
66
Citigroup
New York
$6K – – –
Executive Wealth Management
67
Executive Wealth Management
Michigan
$5K +$5.28K +286 New
Deutsche Bank
68
Deutsche Bank
Germany
$5K +$5.35K +290 New
Federation des caisses Desjardins du Quebec
69
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.13K – – –
Winslow Evans & Crocker
70
Winslow Evans & Crocker
Massachusetts
$4K – – –
Bay Harbor Wealth Management
71
Bay Harbor Wealth Management
Maryland
$4K +$4.56K +247 New
Lake Point Wealth Management
72
Lake Point Wealth Management
Texas
$3K +$3.25K +176 New
Newfound Research
73
Newfound Research
Massachusetts
– -$4.64M -238,962 Closed
Raymond James Financial Services Advisors
74
Raymond James Financial Services Advisors
Florida
– -$3.5M -179,971 Closed
Rainey & Randall Wealth Advisors
75
Rainey & Randall Wealth Advisors
Florida
– -$1.61M -82,677 Closed