We are live on ! Find out more
PFXF icon

VanEck Preferred Securities ex Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DCM
51
Delta Capital Management
New Jersey
$823K +$12.1K +700 +2%
AWM
52
Apollon Wealth Management
South Carolina
$706K +$79.6K +4,593 +13%
CRWM
53
Castle Rock Wealth Management
California
$684K +$47.3K +2,731 +8%
SWM
54
Stockman Wealth Management
Montana
$649K -$370K -21,385 -37%
WA
55
Wealth Alliance
New York
$642K +$120K +6,924 +24%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$610K +$363K +20,930 +154%
Stifel Financial
57
Stifel Financial
Missouri
$593K +$251K +14,494 +76%
SWP
58
Stratos Wealth Partners
Ohio
$584K +$285K +16,460 +99%
MCM
59
Mainstay Capital Management
Michigan
$574K +$2.77K +160 +0.5%
TYCC
60
Texas Yale Capital Corp
Florida
$550K -$304K -17,529 -36%
AA
61
Apriem Advisors
California
$542K +$17.3K +1,000 +3%
CCG
62
Cypress Capital Group
Florida
$539K -$49.5K -2,857 -9%
EH
63
Equitable Holdings
New York
$527K +$298K +17,188 +136%
RBFC
64
Roman Butler Fullerton & Co
Missouri
$501K +$23.2K +1,340 +5%
CWP
65
Core Wealth Partners
California
$495K -$55.4K -3,197 -10%
IFG
66
Independent Financial Group
California
$471K +$104 +6 +0%
CFO
67
Collective Family Office
Pennsylvania
$406K +$398K +23,000 New
SPC
68
Sigma Planning Corp
Michigan
$395K +$179K +10,350 +86%
JIP
69
Jaffetilchin Investment Partners
Florida
$391K +$383K +22,110 New
PPW
70
Pasadena Private Wealth
California
$379K +$2.48K +143 +0.7%
BFA
71
Beaumont Financial Advisors
Massachusetts
$378K +$86.8K +5,013 +31%
PA
72
Pinnacle Associates
New York
$357K
KA
73
Kovack Advisors
Florida
$355K
MPWT
74
MassMutual Private Wealth & Trust
Connecticut
$349K -$441K -25,476 -56%
GWM
75
Geneos Wealth Management
Colorado
$338K +$25.6K +1,476 +8%