We are live on ! Find out more
PFXF icon

VanEck Preferred Securities ex Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
76
Chicago Partners Investment Group
Illinois
$320K -$718K -33,379 -68%
FWSM
77
First Wilshire Securities Management
California
$313K
BAM
78
Belpointe Asset Management
Nevada
$303K +$299K +13,871 New
SBIA
79
Sheaff Brock Investment Advisors
Indiana
$296K +$5.38K +250 +2%
SA
80
SWM Advisors
Florida
$294K +$306K +14,240 New
FIA
81
Foundations Investment Advisors
Arizona
$290K +$75.9K +3,528 +36%
1WM
82
1900 Wealth Management
Texas
$289K -$365K -16,960 -56%
SPC
83
Sigma Planning Corp
Michigan
$288K +$58.5K +2,717 +26%
MA
84
MUFG Americas
New York
$282K
SCA
85
STALEY CAPITAL ADVISERS
Pennsylvania
$280K
SWM
86
SeaCrest Wealth Management
New York
$270K
GAM
87
Gould Asset Management
California
$263K +$37K +1,720 +17%
Bank of New York Mellon
88
Bank of New York Mellon
New York
$257K +$37.6K +1,746 +17%
IWA
89
IBEX Wealth Advisors
New Jersey
$246K
SFG
90
Summit Financial Group
West Virginia
$228K +$224K +10,420 New
PA
91
Parallel Advisors
California
$227K -$153K -7,100 -41%
LFAS
92
Level Four Advisory Services
Texas
$216K
EWM
93
Executive Wealth Management
Michigan
$208K +$205K +9,535 New
SYBT
94
Stock Yards Bank & Trust
Kentucky
$205K +$202K +9,378 New
CIAS
95
Capital Investment Advisory Services
North Carolina
$203K
APW
96
Aurora Private Wealth
New Jersey
$201K +$198K +9,206 New
PAG
97
Private Advisor Group
New Jersey
$200K +$196K +9,129 New
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$187K -$30.8K -1,429 -14%
GWM
99
Geneos Wealth Management
Colorado
$143K
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$136K