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VanEck Preferred Securities ex Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$1.53M +$1.25M +75,220 +522%
Howard Wealth Management
52
Howard Wealth Management
Connecticut
$1.52M -$83.9K -5,058 -5%
Guggenheim Capital
53
Guggenheim Capital
Illinois
$1.52M +$90K +5,421 +7%
Sax Wealth Advisors
54
Sax Wealth Advisors
New Jersey
$1.47M -$1.81M -108,772 -56%
MSH Capital Advisors
55
MSH Capital Advisors
Arizona
$1.45M +$70.9K +4,270 +5%
Avidian Wealth Enterprises
56
Avidian Wealth Enterprises
Texas
$1.43M +$93.3K +5,621 +7%
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$1.42M -$5.08K -306 -0.4%
Sheets Smith Wealth Management
58
Sheets Smith Wealth Management
North Carolina
$1.36M -$40.7K -2,451 -3%
SWMG
59
Signature Wealth Management Group
Georgia
$1.35M +$22.9K +1,380 +2%
Atria Investments
60
Atria Investments
North Carolina
$1.3M +$285K +17,166 +29%
D.A. Davidson & Co
61
D.A. Davidson & Co
Montana
$1.27M -$6.64K -400 -0.5%
Geneos Wealth Management
62
Geneos Wealth Management
Colorado
$1.23M +$138K +8,287 +13%
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$1.16M +$115K +6,934 +11%
Renaissance Technologies
64
Renaissance Technologies
New York
$1.12M +$830K +50,000 +323%
Inspire Advisors
65
Inspire Advisors
Idaho
$1.04M +$8.5K +512 +0.8%
Evanson Asset Management
66
Evanson Asset Management
California
$953K +$924K +55,679 New
Etesian Wealth Advisors
67
Etesian Wealth Advisors
Oregon
$941K -$29.3K -1,767 -3%
Marshall Financial Group (Maryland)
68
Marshall Financial Group (Maryland)
Maryland
$941K -$82.9K -4,997 -8%
Powell Investment Advisors
69
Powell Investment Advisors
Florida
$912K -$81.5K -4,908 -8%
Apollon Wealth Management
70
Apollon Wealth Management
South Carolina
$855K -$81K -4,879 -9%
NewEdge Advisors
71
NewEdge Advisors
Louisiana
$826K +$38.4K +2,315 +5%
Stratos Investment Management
72
Stratos Investment Management
Ohio
$819K +$794K +47,845 New
Insigneo Advisory Services
73
Insigneo Advisory Services
Florida
$795K +$55.8K +3,363 +8%
Redwood Financial Network
74
Redwood Financial Network
Ohio
$789K -$309K -18,590 -29%
Sowell Financial Services
75
Sowell Financial Services
Arkansas
$787K -$9.5K -575 -1%