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VanEck Preferred Securities ex Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
51
Stratos Wealth Partners
Ohio
$225K +$222K +11,395 New
BRWA
52
B. Riley Wealth Advisors
Florida
$218K
SS
53
Simplicity Solutions
Minnesota
$215K +$211K +10,861 New
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$199K -$38.7K -1,988 -17%
William Blair & Company
55
William Blair & Company
Illinois
$171K +$100K +5,160 +148%
EWM
56
Executive Wealth Management
Michigan
$154K -$1.09K -56 -0.7%
GFPC
57
Global Financial Private Capital
Florida
$136K +$134K +6,869 New
GWM
58
Geneos Wealth Management
Colorado
$135K
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$128K +$23.4K +1,200 +23%
FANJ
60
Financial Architects (New Jersey)
New Jersey
$83K
TWA
61
TCI Wealth Advisors
Arizona
$49K
APA
62
American Portfolios Advisors
New York
$48.9K +$12.5K +643 +35%
BCI
63
Brinker Capital Investments
Pennsylvania
$45K +$44.4K +2,281 New
US Bancorp
64
US Bancorp
Minnesota
$40K -$9.25K -475 -19%
FGAM
65
Financial Gravity Asset Management
Texas
$27K
SPIA
66
Steward Partners Investment Advisory
New York
$26K +$26.1K +1,338 New
GI
67
Gradient Investments
Minnesota
$24K -$4.32K -222 -16%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$16K
MF
69
Manchester Financial
California
$13K +$13.2K +680 New
CAL
70
Capital Analysts LLC
Pennsylvania
$11K
Citigroup
71
Citigroup
New York
$7K
WEC
72
Winslow Evans & Crocker
Massachusetts
$6K
CFA
73
Carroll Financial Associates
North Carolina
$6K +$6.21K +319 New
FDCDDQ
74
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.94K
SFA
75
Semmax Financial Advisors
North Carolina
$4K -$24.9K -1,280 -85%