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VanEck Preferred Securities ex Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
76
Level Four Advisory Services
Texas
$205K +$201K +9,850 New
CBB
77
Citizens Business Bank
California
$203K +$199K +9,746 New
FIA
78
Foundations Investment Advisors
Arizona
$200K +$195K +9,544 New
SFS
79
Sowell Financial Services
Arkansas
$184K
OCM
80
Orion Capital Management
California
$177K
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$170K
MMG
82
Monetary Management Group
Missouri
$166K +$51.1K +2,500 +45%
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$135K
AAM
84
Advisors Asset Management
Colorado
$133K +$131K +6,414 New
AWM
85
Accel Wealth Management
Iowa
$132K +$130K +6,345 New
GWM
86
Geneos Wealth Management
Colorado
$108K
IA
87
IFP Advisors
Florida
$104K
GRP
88
Global Retirement Partners
California
$104K +$1.02K +50 +1%
William Blair & Company
89
William Blair & Company
Illinois
$95K
GAM
90
Grandview Asset Management
Pennsylvania
$93K +$90.9K +4,448 New
FWP
91
FAS Wealth Partners
Kansas
$61K +$491 +24 +0.8%
SWM
92
Sugarloaf Wealth Management
Georgia
$59K +$68.3K +3,342 +110%
BW
93
Bison Wealth
Georgia
$54K +$53.2K +2,600 New
LDFR
94
Lehman & Derafelo Financial Resources
Pennsylvania
$52K
CFD
95
Creative Financial Designs
Indiana
$48K +$572 +28 +1%
First Manhattan
96
First Manhattan
New York
$45K +$45K +2,200 New
CWC
97
Carolinas Wealth Consulting
North Carolina
$40K +$491 +24 +1%
FHA
98
First Horizon Advisors
Tennessee
$29K +$29.1K +1,421 New
GWSG
99
GPS Wealth Strategies Group
Colorado
$29K +$29.4K +1,436 New
SPIA
100
Steward Partners Investment Advisory
New York
$27.8K