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VanEck Preferred Securities ex Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFPG
76
Stonebridge Financial Planning Group
Florida
$263K
SWA
77
SFMG Wealth Advisors
Texas
$246K -$203K -10,947 -43%
FWSM
78
First Wilshire Securities Management
California
$246K
AAM
79
Advisors Asset Management
Colorado
$236K -$87.2K -4,705 -26%
GWM
80
Geneos Wealth Management
Colorado
$235K -$16K -864 -6%
CAN
81
Cetera Advisor Networks
California
$216K -$33.2K -1,791 -12%
Bank of New York Mellon
82
Bank of New York Mellon
New York
$215K +$46.6K +2,512 +25%
SWM
83
SeaCrest Wealth Management
New York
$213K
SWA
84
Sightline Wealth Advisors
Connecticut
$203K -$873K -47,126 -80%
MA
85
MUFG Americas
New York
$200K
GAM
86
Gould Asset Management
California
$196K
SPC
87
Sigma Planning Corp
Michigan
$194K -$31.1K -1,677 -13%
SCA
88
STALEY CAPITAL ADVISERS
Pennsylvania
$194K -$27.8K -1,500 -12%
SFG
89
Summit Financial Group
West Virginia
$179K
RPCA
90
Running Point Capital Advisors
California
$172K
CIAS
91
Capital Investment Advisory Services
North Carolina
$159K
CFGS
92
Concourse Financial Group Securities
Alabama
$120K -$14.4K -775 -10%
PP
93
Prudential plc
United Kingdom
$117K
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$106K -$14.8K -800 -11%
PTC
95
Private Trust Company
Ohio
$94K
RIA
96
Realta Investment Advisors
Delaware
$94K +$101K +5,452 New
Rockefeller Capital Management
97
Rockefeller Capital Management
New York
$81K +$16K +863 +22%
WAM
98
Worth Asset Management
Texas
$77K -$149K -8,045 -64%
Fifth Third Bancorp
99
Fifth Third Bancorp
Ohio
$69K
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$58K