We are live on ! Find out more
PFXF icon

VanEck Preferred Securities ex Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
76
Pinnacle Associates
New York
$311K -$29.3K -1,700 -8%
CFO
77
Collective Family Office
Pennsylvania
$308K -$80.9K -4,700 -20%
Mariner
78
Mariner
Kansas
$304K +$311K +18,055 New
GWM
79
Geneos Wealth Management
Colorado
$298K -$24.1K -1,400 -7%
HWM
80
Howard Wealth Management
Connecticut
$297K +$21.1K +1,225 +7%
GC
81
Guggenheim Capital
Illinois
$291K +$298K +17,305 New
KA
82
Kovack Advisors
Florida
$289K -$50.4K -2,925 -15%
AWM
83
Accel Wealth Management
Iowa
$281K -$3.96K -230 -1%
PIWA
84
Prevail Innovative Wealth Advisors
Kansas
$272K +$279K +16,182 New
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$268K +$203K +11,797 +286%
WWM
86
Western Wealth Management
Colorado
$265K -$36.2K -2,100 -12%
HA
87
Hofer & Associates
California
$248K +$11.8K +683 +5%
AWM
88
Axxcess Wealth Management
California
$242K +$248K +14,388 New
OCM
89
Orleans Capital Management
Louisiana
$238K -$6.03K -350 -2%
AWA
90
Acorn Wealth Advisors
Michigan
$235K +$7.44K +432 +3%
FWSM
91
First Wilshire Securities Management
California
$235K
AWM
92
AE Wealth Management
Kansas
$230K -$5.52M -320,485 -96%
GAM
93
Grandview Asset Management
Pennsylvania
$225K -$12.9K -747 -5%
CAAS
94
Capital Asset Advisory Services
Michigan
$224K -$14.7K -852 -6%
Comerica Bank
95
Comerica Bank
Texas
$214K +$219K +12,731 New
RBC
96
Romano Brothers & Co
Illinois
$213K -$14.6K -850 -6%
SFPG
97
Stonebridge Financial Planning Group
Florida
$212K -$17.2K -1,000 -7%
US Bancorp
98
US Bancorp
Minnesota
$208K +$12.7K +740 +6%
TSW
99
Three Seasons Wealth
Utah
$202K +$207K +12,045 New
SWM
100
SeaCrest Wealth Management
New York
$196K