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VanEck Preferred Securities ex Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GC
51
Guggenheim Capital
Illinois
$1.52M +$90K +5,421 +7%
SWA
52
Sax Wealth Advisors
New Jersey
$1.47M -$1.81M -108,772 -56%
MCA
53
MSH Capital Advisors
Arizona
$1.45M +$70.9K +4,270 +5%
AWE
54
Avidian Wealth Enterprises
Texas
$1.43M +$93.3K +5,621 +7%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$1.42M -$5.08K -306 -0.4%
SSWM
56
Sheets Smith Wealth Management
North Carolina
$1.36M -$40.7K -2,451 -3%
SWMG
57
Signature Wealth Management Group
Georgia
$1.35M +$22.9K +1,380 +2%
AI
58
Atria Investments
North Carolina
$1.3M +$285K +17,166 +29%
DADC
59
D.A. Davidson & Co
Montana
$1.27M -$6.64K -400 -0.5%
GWM
60
Geneos Wealth Management
Colorado
$1.23M +$138K +8,287 +13%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$1.16M +$115K +6,934 +11%
Renaissance Technologies
62
Renaissance Technologies
New York
$1.12M +$830K +50,000 +323%
IA
63
Inspire Advisors
Idaho
$1.04M +$8.5K +512 +0.8%
EAM
64
Evanson Asset Management
California
$953K +$924K +55,679 New
EWA
65
Etesian Wealth Advisors
Oregon
$941K -$29.3K -1,767 -3%
MFGM
66
Marshall Financial Group (Maryland)
Maryland
$941K -$82.9K -4,997 -8%
PIA
67
Powell Investment Advisors
Florida
$912K -$81.5K -4,908 -8%
AWM
68
Apollon Wealth Management
South Carolina
$855K -$81K -4,879 -9%
NA
69
NewEdge Advisors
Louisiana
$826K +$38.4K +2,315 +5%
SIM
70
Stratos Investment Management
Ohio
$819K +$794K +47,845 New
IAS
71
Insigneo Advisory Services
Florida
$795K +$55.8K +3,363 +8%
RFN
72
Redwood Financial Network
Ohio
$789K -$309K -18,590 -29%
SFS
73
Sowell Financial Services
Arkansas
$787K -$9.54K -575 -1%
MAS
74
MPWM Advisory Solutions
Georgia
$784K +$274K +16,526 +57%
TF
75
Tandem Financial
Colorado
$742K