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VanEck Preferred Securities ex Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
51
Independent Financial Group
California
$1.4M +$627K +35,637 +87%
SWMG
52
Signature Wealth Management Group
Georgia
$1.39M +$69.9K +3,971 +6%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$1.34M -$250K -14,176 -16%
DADC
54
D.A. Davidson & Co
Montana
$1.26M -$46.5K -2,641 -4%
SWP
55
Stratos Wealth Partners
Ohio
$1.2M +$185K +10,507 +19%
HWM
56
Howard Wealth Management
Connecticut
$1.19M +$335K +19,030 +41%
GWM
57
Geneos Wealth Management
Colorado
$1.18M +$807K +45,811 +241%
AWE
58
Avidian Wealth Enterprises
Texas
$1.16M +$212K +12,053 +24%
BRWA
59
B. Riley Wealth Advisors
Florida
$1.15M +$318K +18,065 +40%
MFGM
60
Marshall Financial Group (Maryland)
Maryland
$1.14M +$1.1M +62,509 New
GC
61
Guggenheim Capital
Illinois
$1.12M +$353K +20,056 +49%
Renaissance Technologies
62
Renaissance Technologies
New York
$1.06M +$1.02M +58,213 New
PIA
63
Powell Investment Advisors
Florida
$1.06M -$52.2K -2,965 -5%
AI
64
Atria Investments
North Carolina
$1.03M +$17.1K +971 +2%
Goldman Sachs
65
Goldman Sachs
New York
$1.03M +$989K +56,156 New
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$1.02M +$581K +32,986 +145%
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$1.01M +$219K +12,436 +29%
GFPC
68
Global Financial Private Client
Florida
$1M -$1.87K -106 -0.2%
RFN
69
Redwood Financial Network
Ohio
$979K +$253K +14,374 +37%
PFS
70
Prospera Financial Services
Texas
$977K -$128K -7,297 -12%
Mariner
71
Mariner
Kansas
$945K -$87.2K -4,953 -9%
MWA
72
Midland Wealth Advisors
Illinois
$933K -$28.2K -1,599 -3%
Jones Financial Companies
73
Jones Financial Companies
Missouri
$909K +$579K +32,892 +198%
FAIM
74
Financial Advocates Investment Management
Washington
$859K +$380K +21,567 New
EWA
75
Etesian Wealth Advisors
Oregon
$819K +$58.7K +3,332 +8%