We are live on ! Find out more
PFXF icon

VanEck Preferred Securities ex Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Level Four Advisory Services
76
Level Four Advisory Services
Texas
$210K – – –
Foundations Investment Advisors
77
Foundations Investment Advisors
Arizona
$205K +$906 +43 +0.5%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$180K +$42.2K +2,000 +31%
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$175K – – –
Monetary Management Group
80
Monetary Management Group
Missouri
$171K – – –
Geneos Wealth Management
81
Geneos Wealth Management
Colorado
$139K +$29.5K +1,400 +27%
IFP Advisors
82
IFP Advisors
Florida
$107K – – –
Global Retirement Partners
83
Global Retirement Partners
California
$107K +$358 +17 +0.3%
William Blair & Company
84
William Blair & Company
Illinois
$97K – – –
Orion Capital Management
85
Orion Capital Management
California
$96K -$84.3K -4,000 -47%
Anfield Capital Management
86
Anfield Capital Management
California
$83K +$82.5K +3,912 New
Creative Financial Designs
87
Creative Financial Designs
Indiana
$75K +$25.5K +1,210 +53%
Sugarloaf Wealth Management
88
Sugarloaf Wealth Management
Georgia
$62K -$73.1K -3,466 -54%
FAS Wealth Partners
89
FAS Wealth Partners
Kansas
$62K – – –
LDFR
90
Lehman & Derafelo Financial Resources
Pennsylvania
$53K – – –
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$42K +$42.4K +2,010 New
Advisory Services Network
92
Advisory Services Network
Georgia
$38K +$37.9K +1,800 New
First Horizon Advisors
93
First Horizon Advisors
Tennessee
$30K +$274 +13 +0.9%
Steward Partners Investment Advisory
94
Steward Partners Investment Advisory
New York
$29K – – –
Key Financial Inc
95
Key Financial Inc
Pennsylvania
$22K – – –
APA
96
American Portfolios Advisors
New York
$21.5K +$21.3K +1,009 New
Atlas Capital Advisors
97
Atlas Capital Advisors
Wyoming
$21.4K – – –
First Manhattan
98
First Manhattan
New York
$21K -$25.3K -1,200 -55%
JP Morgan Chase
99
JP Morgan Chase
New York
$21K – – –
Capital Asset Advisory Services
100
Capital Asset Advisory Services
Michigan
$20K -$1.9K -90 -9%