We are live on ! Find out more
PFXF icon

VanEck Preferred Securities ex Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
76
Core Wealth Partners
California
$488K +$3.34K +202 +0.7%
PIWA
77
Prevail Innovative Wealth Advisors
Kansas
$481K +$195K +11,789 +73%
IFG
78
Independent Financial Group
California
$458K +$116 +7 +0%
GFPC
79
Global Financial Private Client
Florida
$421K +$406K +24,514 New
CCG
80
Cypress Capital Group
Florida
$417K -$14.9K -900 -4%
MPWT
81
MassMutual Private Wealth & Trust
Connecticut
$386K +$25.8K +1,561 +7%
AWM
82
AE Wealth Management
Kansas
$380K +$131K +7,931 +58%
GC
83
Guggenheim Capital
Illinois
$368K +$68.3K +4,127 +24%
CAN
84
Cetera Advisor Networks
California
$358K +$18.3K +1,108 +6%
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$331K +$55K +3,322 +21%
RFA
86
Resurgent Financial Advisors
Georgia
$323K +$221K +13,380 +248%
PA
87
Pinnacle Associates
New York
$318K
GWM
88
Geneos Wealth Management
Colorado
$317K +$11.6K +700 +4%
NA
89
NewEdge Advisors
Louisiana
$316K -$571K -34,488 -65%
TYCC
90
Texas Yale Capital Corp
Florida
$294K -$143K -8,642 -34%
HA
91
Hofer & Associates
California
$273K +$19.2K +1,158 +8%
Cetera Investment Advisers
92
Cetera Investment Advisers
Illinois
$268K +$82.7K +4,997 +47%
KA
93
Kovack Advisors
Florida
$264K -$29.8K -1,800 -10%
PWM
94
Perigon Wealth Management
California
$262K +$253K +15,274 New
AWM
95
Accel Wealth Management
Iowa
$260K -$26.8K -1,617 -10%
WWM
96
Western Wealth Management
Colorado
$250K -$19.4K -1,171 -7%
EH
97
Equitable Holdings
New York
$250K -$195K -11,790 -45%
FWSM
98
First Wilshire Securities Management
California
$241K
PPW
99
Pasadena Private Wealth
California
$235K -$136K -8,242 -38%
AWA
100
Acorn Wealth Advisors
Michigan
$234K -$6.11K -369 -3%