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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
$1.56M -$31.9K -1,807 -2%
AWE
52
Avidian Wealth Enterprises
Texas
$1.54M +$54.4K +3,077 +4%
MFP
53
Meridian Financial Partners
Virginia
$1.52M +$890K +50,396 +147%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$1.48M +$1.47M +83,417 New
Stifel Financial
55
Stifel Financial
Missouri
$1.48M -$2.46M -139,445 -63%
IA
56
Integrity Alliance
Iowa
$1.47M +$1.46M +82,820 New
SWA
57
Sax Wealth Advisors
New Jersey
$1.42M -$106K -5,996 -7%
SWMG
58
Signature Wealth Management Group
Georgia
$1.41M +$6.48K +367 +0.5%
SSWM
59
Sheets Smith Wealth Management
North Carolina
$1.38M -$23.9K -1,350 -2%
AI
60
Atria Investments
North Carolina
$1.37M +$22.6K +1,282 +2%
DADC
61
D.A. Davidson & Co
Montana
$1.36M +$40.9K +2,315 +3%
GWM
62
Geneos Wealth Management
Colorado
$1.24M -$36.3K -2,054 -3%
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$1.22M +$17.1K +970 +1%
FCM
64
Fortis Capital Management
Washington
$1.17M -$1.4M -79,002 -55%
IA
65
Inspire Advisors
Idaho
$1.09M +$2.62K +148 +0.2%
EWA
66
Etesian Wealth Advisors
Oregon
$956K -$20.7K -1,172 -2%
CS
67
Capital Square
Tennessee
$952K +$946K +53,564 New
HighTower Advisors
68
HighTower Advisors
Illinois
$948K +$297K +16,794 +46%
PIA
69
Powell Investment Advisors
Florida
$946K
NA
70
NewEdge Advisors
Louisiana
$925K +$67.2K +3,805 +8%
SIM
71
Stratos Investment Management
Ohio
$907K +$56.9K +3,220 +7%
IAS
72
Insigneo Advisory Services
Florida
$901K +$75.4K +4,267 +9%
MFGM
73
Marshall Financial Group (Maryland)
Maryland
$897K -$68.1K -3,855 -7%
MAS
74
MPWM Advisory Solutions
Georgia
$820K +$6.77K +383 +0.8%
SFS
75
Sowell Financial Services
Arkansas
$819K +$1.98K +112 +0.2%