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VanEck Preferred Securities ex Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFGM
76
Marshall Financial Group (Maryland)
Maryland
$475K -$4.55K -222 -1%
WAM
77
Worth Asset Management
Texas
$455K +$506K +24,720 New
MPWT
78
MassMutual Private Wealth & Trust
Connecticut
$439K +$19.3K +941 +5%
RJA
79
Raymond James & Associates
Florida
$415K +$17.4K +851 +4%
OWM
80
OneAscent Wealth Management
Alabama
$373K +$372K +18,167 New
FIA
81
Foundations Investment Advisors
Arizona
$372K +$109K +5,343 +40%
OCM
82
Orleans Capital Management
Louisiana
$355K -$10.2K -500 -3%
TSS
83
Two Sigma Securities
New York
$354K +$353K +17,241 New
AWM
84
Accel Wealth Management
Iowa
$353K -$6.14K -300 -2%
CAN
85
Cetera Advisor Networks
California
$324K +$23.2K +1,135 +8%
FWSM
86
First Wilshire Securities Management
California
$293K
SA
87
SWM Advisors
Florida
$292K
BAM
88
Belpointe Asset Management
Nevada
$274K -$11.1K -544 -4%
RG
89
Retirement Group
California
$272K -$116K -5,682 -30%
SPC
90
Sigma Planning Corp
Michigan
$271K +$655 +32 +0.2%
MA
91
MUFG Americas
New York
$264K
SCA
92
STALEY CAPITAL ADVISERS
Pennsylvania
$263K
SWM
93
SeaCrest Wealth Management
New York
$254K
GAM
94
Gould Asset Management
California
$250K +$3.38K +165 +1%
MMG
95
Monetary Management Group
Missouri
$236K +$235K +11,500 New
PAG
96
Private Advisor Group
New Jersey
$228K +$40K +1,954 +21%
1WM
97
1900 Wealth Management
Texas
$224K -$47.1K -2,299 -17%
SFG
98
Summit Financial Group
West Virginia
$214K
IA
99
IFP Advisors
Florida
$206K +$118K +5,757 +116%
Bank of New York Mellon
100
Bank of New York Mellon
New York
$205K -$35.7K -1,745 -15%