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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
$1.88M +$332K +18,734 +21%
OIA
52
OneDigital Investment Advisors
Kansas
$1.78M +$1.41M +79,706 +379%
MCA
53
MSH Capital Advisors
Arizona
$1.78M +$217K +12,223 +14%
GC
54
Guggenheim Capital
Illinois
$1.74M +$114K +6,457 +7%
Mariner
55
Mariner
Kansas
$1.68M -$360K -20,342 -18%
MFP
56
Meridian Financial Partners
Virginia
$1.63M +$73.7K +4,162 +5%
JPLA
57
Joseph P. Lucia & Associates
New York
$1.55M -$136K -7,696 -8%
AWE
58
Avidian Wealth Enterprises
Texas
$1.54M +$9.99K +564 +0.7%
HWM
59
Howard Wealth Management
Connecticut
$1.52M -$90.3K -5,096 -6%
IA
60
Integrity Alliance
Iowa
$1.49M +$32K +1,809 +2%
Stifel Financial
61
Stifel Financial
Missouri
$1.48M +$8.84K +499 +0.6%
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$1.46M -$127K -7,196 -8%
RIA
63
Rhodes Investment Advisors
Texas
$1.45M +$1.45M +82,069 New
DADC
64
D.A. Davidson & Co
Montana
$1.44M +$93.1K +5,256 +7%
AI
65
Atria Investments
North Carolina
$1.43M +$72.6K +4,098 +5%
PIWA
66
Prevail Innovative Wealth Advisors
Kansas
$1.4M +$1.4M +79,064 New
SWMG
67
Signature Wealth Management Group
Georgia
$1.4M -$5.28K -298 -0.4%
SSWM
68
Sheets Smith Wealth Management
North Carolina
$1.35M -$23.9K -1,348 -2%
HighTower Advisors
69
HighTower Advisors
Illinois
$1.34M +$402K +22,698 +43%
IAS
70
Insigneo Advisory Services
Florida
$1.34M +$444K +25,035 +49%
SWA
71
Sax Wealth Advisors
New Jersey
$1.34M -$79.5K -4,489 -6%
Citadel Advisors
72
Citadel Advisors
Florida
$1.22M +$1.23M +69,307 New
GWM
73
Geneos Wealth Management
Colorado
$1.18M -$52.2K -2,948 -4%
FCM
74
Fortis Capital Management
Washington
$1.07M -$89.4K -5,047 -8%
IA
75
Inspire Advisors
Idaho
$1.05M -$32.7K -1,848 -3%