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VanEck Preferred Securities ex Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
76
Howard Wealth Management
Connecticut
$571K +$29.5K +1,682 +5%
PFA
77
Pathway Financial Advisers
Indiana
$569K -$54K -3,076 -9%
AA
78
Apriem Advisors
California
$531K -$4.39K -250 -0.8%
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$529K +$525K +29,890 New
BCWM
80
Bartlett & Co Wealth Management
Ohio
$520K
CWP
81
Core Wealth Partners
California
$506K +$3.49K +199 +0.7%
IFG
82
Independent Financial Group
California
$471K +$105 +6 +0%
MAWAG
83
Mid-American Wealth Advisory Group
Missouri
$467K -$151K -8,623 -25%
MPWT
84
MassMutual Private Wealth & Trust
Connecticut
$411K +$13.4K +761 +3%
CAN
85
Cetera Advisor Networks
California
$400K +$31.7K +1,806 +9%
MCM
86
Mainstay Capital Management
Michigan
$388K -$163K -9,287 -30%
FNBT
87
FineMark National Bank & Trust
Florida
$380K +$377K +21,467 New
IAS
88
Insigneo Advisory Services
Florida
$364K +$142K +8,082 +65%
GWM
89
Geneos Wealth Management
Colorado
$337K +$10.9K +620 +3%
RJT
90
Raymond James Trust
Florida
$333K +$125K +7,094 +60%
PA
91
Pinnacle Associates
New York
$328K
NA
92
NewEdge Advisors
Louisiana
$325K +$228 +13 +0.1%
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$322K -$17.9K -1,018 -5%
WAM
94
Worth Asset Management
Texas
$321K +$318K +18,123 New
Citadel Advisors
95
Citadel Advisors
Florida
$316K +$246K +13,999 +360%
RFN
96
Redwood Financial Network
Ohio
$311K +$309K +17,588 New
BRIA
97
Balanced Rock Investment Advisors
Massachusetts
$304K +$302K +17,209 New
TYCC
98
Texas Yale Capital Corp
Florida
$303K +$123 +7 +0%
HA
99
Hofer & Associates
California
$279K -$2K -114 -0.7%
PWM
100
Perigon Wealth Management
California
$272K +$1.33K +76 +0.5%