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VanEck Preferred Securities ex Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
76
Tassel Capital Management
North Carolina
$1.21M +$1.24M +67,648 New
Fortis Capital Management
77
Fortis Capital Management
Washington
$1.1M +$9.22K +502 +0.8%
Geneos Wealth Management
78
Geneos Wealth Management
Colorado
$1.07M -$6.16K -335 -0.6%
RBFC
79
Roman Butler Fullerton & Co
Missouri
$1.01M +$174K +9,445 +20%
PIA
80
Powell Investment Advisors
Florida
$950K – – –
NewEdge Advisors
81
NewEdge Advisors
Louisiana
$927K +$101K +5,489 +12%
Farther Finance Advisors
82
Farther Finance Advisors
California
$916K +$60.6K +3,299 +7%
Stratos Investment Management
83
Stratos Investment Management
Ohio
$915K -$48.1K -2,620 -5%
OneDigital Investment Advisors
84
OneDigital Investment Advisors
Kansas
$901K -$868K -47,232 -48%
EWA
85
Etesian Wealth Advisors
Oregon
$883K -$91.4K -4,973 -9%
&Partners
86
&Partners
Tennessee
$881K +$8.03K +437 +0.9%
MAS
87
MPWM Advisory Solutions
Georgia
$870K +$22K +1,196 +3%
Sowell Financial Services
88
Sowell Financial Services
Arkansas
$869K -$5.07K -276 -0.6%
GIM
89
Guild Investment Management
California
$800K -$816K -44,430 -50%
SHP Wealth Management
90
SHP Wealth Management
Massachusetts
$796K +$556K +30,246 +210%
Brookstone Capital Management
91
Brookstone Capital Management
Illinois
$795K +$819K +44,561 New
Sumitomo Mitsui Trust Group
92
Sumitomo Mitsui Trust Group
Japan
$779K -$39.7K -2,160 -5%
OpenArc Corporate Advisory
93
OpenArc Corporate Advisory
Georgia
$761K +$2.76K +150 +0.4%
Harbour Investments
94
Harbour Investments
Wisconsin
$742K +$37.9K +2,065 +5%
Creative Planning
95
Creative Planning
Kansas
$738K -$1.13M -61,701 -60%
LRI Investments
96
LRI Investments
Florida
$714K +$735K +40,000 New
Private Advisor Group
97
Private Advisor Group
New Jersey
$689K -$2.48M -134,823 -78%
DCM
98
Delta Capital Management
New Jersey
$684K +$27.6K +1,500 +4%
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$674K +$7.17K +390 +1%
JWCA
100
J.W. Cole Advisors
Florida
$674K +$694K +37,788 New