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VanEck Preferred Securities ex Financials ETF
PFXF

Name Holding Trade Value Shares
Change 		Change in
Stake
RCI
51
RS Crum Inc
California
$789K +$829K +43,590 New
IRC
52
Investors Research Corp
Georgia
$760K +$352K +18,488 +79%
AWE
53
Avidian Wealth Enterprises
Texas
$719K -$42.6K -2,240 -5%
KA
54
Kovack Advisors
Florida
$714K -$102K -5,351 -12%
WWM
55
Western Wealth Management
Colorado
$658K -$148K -7,770 -18%
CRWM
56
Castle Rock Wealth Management
California
$630K -$26.8K -1,411 -4%
AA
57
Apriem Advisors
California
$589K -$2.85K -150 -0.5%
MCM
58
Mainstay Capital Management
Michigan
$574K +$12.8K +673 +2%
RBFC
59
Roman Butler Fullerton & Co
Missouri
$571K +$3.16K +166 +0.5%
IFG
60
Independent Financial Group
California
$530K -$290K -15,234 -34%
WA
61
Wealth Alliance
New York
$529K +$114 +6 +0%
SA
62
Stewardship Advisors
Pennsylvania
$515K +$39.4K +2,071 +8%
BFA
63
Beaumont Financial Advisors
Massachusetts
$508K -$185K -9,754 -26%
PA
64
Pinnacle Associates
New York
$471K -$6.58K -346 -1%
SWA
65
SFMG Wealth Advisors
Texas
$466K -$324K -17,033 -40%
SWP
66
Stratos Wealth Partners
Ohio
$446K -$12.9K -681 -3%
EL
67
Essex LLC
Illinois
$426K – – –
MPWT
68
MassMutual Private Wealth & Trust
Connecticut
$399K +$12.9K +676 +3%
GAM
69
Grandview Asset Management
Pennsylvania
$398K -$79.2K -4,165 -16%
MFGM
70
Marshall Financial Group (Maryland)
Maryland
$386K -$34.5K -1,817 -8%
RJA
71
Raymond James & Associates
Florida
$349K -$16.8K -883 -4%
AAM
72
Advisors Asset Management
Colorado
$334K -$126K -6,609 -26%
MWM
73
MY Wealth Management
Maryland
$332K +$348K +18,315 New
AWM
74
Accel Wealth Management
Iowa
$316K +$114 +6 +0%
OCM
75
Orleans Capital Management
Louisiana
$313K – – –
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