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VanEck Preferred Securities ex Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
76
Geneos Wealth Management
Colorado
$106K
IA
77
IFP Advisors
Florida
$102K -$28.7K -1,440 -22%
GRP
78
Global Retirement Partners
California
$102K +$73.2K +3,667 +287%
William Blair & Company
79
William Blair & Company
Illinois
$94K +$27.2K +1,365 +43%
SWM
80
Sugarloaf Wealth Management
Georgia
$63K -$1.78K -89 -3%
FWP
81
FAS Wealth Partners
Kansas
$59K +$778 +39 +1%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$56K +$54.1K +2,714 New
LDFR
83
Lehman & Derafelo Financial Resources
Pennsylvania
$51K
JP Morgan Chase
84
JP Morgan Chase
New York
$49K
CFD
85
Creative Financial Designs
Indiana
$47K +$618 +31 +1%
CWC
86
Carolinas Wealth Consulting
North Carolina
$39K +$499 +25 +1%
SPIA
87
Steward Partners Investment Advisory
New York
$28K
WWM
88
Wolff Wiese Magana
California
$28K +$27.2K +1,365 New
KFI
89
Key Financial Inc
Pennsylvania
$21K +$20K +1,000 New
ACA
90
Atlas Capital Advisors
Wyoming
$20.6K +$20K +1,003 New
CAAS
91
Capital Asset Advisory Services
Michigan
$19K
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$16K
BFEC
93
Benjamin F. Edwards & Company
Missouri
$15K +$998 +50 +7%
CAL
94
Capital Analysts LLC
Pennsylvania
$11K
RG
95
Retirement Group
California
$10K
GI
96
Gradient Investments
Minnesota
$8K
S
97
SignatureFD
Georgia
$7K
PP
98
PrairieView Partners
Minnesota
$6K
FDCDDQ
99
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.12K
PCA
100
Providence Capital Advisors
North Carolina
$4K +$4.01K +201 New