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VanEck Preferred Securities ex Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWMG
51
Signature Wealth Management Group
Georgia
$1.22M -$5.58K -318 -0.4%
PFS
52
Prospera Financial Services
Texas
$1.08M -$77.3K -4,402 -7%
SWP
53
Stratos Wealth Partners
Ohio
$967K +$58.2K +3,317 +6%
GFPC
54
Global Financial Private Client
Florida
$964K +$532K +30,318 +124%
RFA
55
Resurgent Financial Advisors
Georgia
$943K +$606K +34,542 +184%
MWA
56
Midland Wealth Advisors
Illinois
$919K -$34.3K -1,952 -4%
AWE
57
Avidian Wealth Enterprises
Texas
$915K +$400K +22,777 +79%
TWP
58
Tempus Wealth Planning
California
$885K
Mariner
59
Mariner
Kansas
$873K +$686K +39,064 +381%
WA
60
Wealth Alliance
New York
$820K +$1K +57 +0.1%
OA
61
Operose Advisors
Wisconsin
$808K +$802K +45,685 New
PT
62
Plimoth Trust
Massachusetts
$797K -$214K -12,201 -21%
HighTower Advisors
63
HighTower Advisors
Illinois
$791K +$119K +6,757 +18%
DCM
64
Delta Capital Management
New Jersey
$780K
CRWM
65
Castle Rock Wealth Management
California
$773K +$49K +2,792 +7%
Thrivent Financial for Lutherans
66
Thrivent Financial for Lutherans
Minnesota
$772K -$94.2K -5,364 -11%
AWM
67
Apollon Wealth Management
South Carolina
$743K -$17.7K -1,010 -2%
RBFC
68
Roman Butler Fullerton & Co
Missouri
$716K +$3.49K +199 +0.5%
EWA
69
Etesian Wealth Advisors
Oregon
$708K +$111K +6,298 +19%
1IA
70
1834 Investment Advisors
Wisconsin
$706K -$996K -56,744 -59%
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$690K +$411K +23,389 +150%
GC
72
Guggenheim Capital
Illinois
$657K +$275K +15,684 +73%
Renaissance Technologies
73
Renaissance Technologies
New York
$632K +$442K +25,178 +239%
PA
74
Procyon Advisors
Connecticut
$606K -$139K -7,928 -19%
PIMG
75
Patriot Investment Management Group
Tennessee
$598K