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VanEck Preferred Securities ex Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
B. Riley Wealth Advisors
51
B. Riley Wealth Advisors
Florida
$224K – – –
Simplicity Solutions
52
Simplicity Solutions
Minnesota
$222K +$1.1K +55 +0.5%
1ST Source Bank
53
1ST Source Bank
Indiana
$214K -$100K -5,001 -32%
Parallel Advisors
54
Parallel Advisors
California
$211K -$231K -11,558 -53%
Bank of New York Mellon
55
Bank of New York Mellon
New York
$205K +$202K +10,100 New
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$204K +$240 +12 +0.1%
IFP Advisors
57
IFP Advisors
Florida
$185K +$184K +9,210 New
William Blair & Company
58
William Blair & Company
Illinois
$145K -$29.9K -1,496 -17%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$131K – – –
Stonebridge Capital Advisors
60
Stonebridge Capital Advisors
Minnesota
$122K +$120K +6,011 New
Sowell Financial Services
61
Sowell Financial Services
Arkansas
$119K +$117K +5,857 New
Geneos Wealth Management
62
Geneos Wealth Management
Colorado
$111K -$27K -1,352 -20%
Global Financial Private Capital
63
Global Financial Private Capital
Florida
$108K -$31K -1,549 -23%
Financial Architects (New Jersey)
64
Financial Architects (New Jersey)
New Jersey
$85K – – –
Realta Investment Advisors
65
Realta Investment Advisors
Delaware
$81K +$81K +4,050 New
McIlrath & Eck
66
McIlrath & Eck
Washington
$71K +$70K +3,500 New
FinTrust Capital Advisors
67
FinTrust Capital Advisors
South Carolina
$56K +$55K +2,750 New
Global Retirement Partners
68
Global Retirement Partners
California
$54K +$53.4K +2,673 New
LDFR
69
Lehman & Derafelo Financial Resources
Pennsylvania
$51K +$50K +2,500 New
APA
70
American Portfolios Advisors
New York
$50.2K – – –
TCI Wealth Advisors
71
TCI Wealth Advisors
Arizona
$50K – – –
First Allied Advisory Services
72
First Allied Advisory Services
California
$48K +$48.2K +2,413 New
Brinker Capital Investments
73
Brinker Capital Investments
Pennsylvania
$46K – – –
US Bancorp
74
US Bancorp
Minnesota
$41K – – –
Financial Gravity Asset Management
75
Financial Gravity Asset Management
Texas
$40K +$12K +602 +44%