We are live on ! Find out more
PFXF icon

VanEck Preferred Securities ex Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCA
51
MSH Capital Advisors
Arizona
$1.35M +$18.6K +1,074 +1%
SWMG
52
Signature Wealth Management Group
Georgia
$1.24M +$3.4K +196 +0.3%
DADC
53
D.A. Davidson & Co
Montana
$1.24M +$13.9K +803 +1%
PIA
54
Powell Investment Advisors
Florida
$1.05M -$366K -21,085 -26%
PFS
55
Prospera Financial Services
Texas
$1.05M -$3.64K -210 -0.3%
Mariner
56
Mariner
Kansas
$981K +$128K +7,392 +15%
Creative Planning
57
Creative Planning
Kansas
$974K +$976K +56,275 New
AI
58
Atria Investments
North Carolina
$956K +$958K +55,235 New
SWP
59
Stratos Wealth Partners
Ohio
$954K +$8.39K +484 +0.9%
GFPC
60
Global Financial Private Client
Florida
$952K +$3.62K +209 +0.4%
MWA
61
Midland Wealth Advisors
Illinois
$912K +$13.5K +780 +2%
AWE
62
Avidian Wealth Enterprises
Texas
$887K -$8.1K -467 -0.9%
BlackRock
63
BlackRock
New York
$806K +$807K +46,569 New
AWM
64
Apollon Wealth Management
South Carolina
$802K +$75.5K +4,352 +10%
HWM
65
Howard Wealth Management
Connecticut
$801K +$244K +14,052 +44%
BRWA
66
B. Riley Wealth Advisors
Florida
$781K +$783K +45,150 New
NA
67
NewEdge Advisors
Louisiana
$775K +$458K +26,410 +144%
CRWM
68
Castle Rock Wealth Management
California
$772K -$711 -41 -0.1%
HighTower Advisors
69
HighTower Advisors
Illinois
$760K -$13.4K -771 -2%
DCM
70
Delta Capital Management
New Jersey
$745K -$17.3K -1,000 -2%
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$739K +$64.2K +3,700 +9%
EWA
72
Etesian Wealth Advisors
Oregon
$718K +$26.1K +1,506 +4%
RBFC
73
Roman Butler Fullerton & Co
Missouri
$716K -$8.36K -482 -1%
GC
74
Guggenheim Capital
Illinois
$713K +$70.7K +4,076 +11%
PT
75
Plimoth Trust
Massachusetts
$706K -$73.3K -4,230 -9%