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VanEck Preferred Securities ex Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GAM
76
Gould Asset Management
California
$218K
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$214K +$32.2K +1,500 +18%
Bank of New York Mellon
78
Bank of New York Mellon
New York
$212K
LFAS
79
Level Four Advisory Services
Texas
$209K
FIA
80
Foundations Investment Advisors
Arizona
$209K +$6.93K +323 +3%
CIAS
81
Capital Investment Advisory Services
North Carolina
$197K -$17K -790 -8%
Fifth Third Bancorp
82
Fifth Third Bancorp
Ohio
$191K +$193K +9,000 New
GWM
83
Geneos Wealth Management
Colorado
$138K
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$132K -$43.3K -2,020 -25%
GRP
85
Global Retirement Partners
California
$107K +$558 +26 +0.5%
IA
86
IFP Advisors
Florida
$104K
Barclays
87
Barclays
United Kingdom
$99K -$474K -22,102 -83%
OCM
88
Orion Capital Management
California
$95K
APA
89
American Portfolios Advisors
New York
$72.2K +$51.4K +2,394 +237%
William Blair & Company
90
William Blair & Company
Illinois
$68K -$29.3K -1,365 -30%
FWP
91
FAS Wealth Partners
Kansas
$62K
JP Morgan Chase
92
JP Morgan Chase
New York
$57K +$36.5K +1,700 +173%
LDFR
93
Lehman & Derafelo Financial Resources
Pennsylvania
$53K
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$53K +$11.3K +526 +26%
TWA
95
TCI Wealth Advisors
Arizona
$52K -$637K -29,696 -92%
SWM
96
Spire Wealth Management
Virginia
$42K +$42.9K +2,000 New
PFGIA
97
Patriot Financial Group Insurance Agency
Massachusetts
$40K +$40.8K +1,903 New
FHA
98
First Horizon Advisors
Tennessee
$30K +$386 +18 +1%
SPIA
99
Steward Partners Investment Advisory
New York
$28K
WWM
100
Wolff Wiese Magana
California
$23K +$4.57K +213 +25%