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VanEck Preferred Securities ex Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
76
Independent Financial Group
California
$706K +$246K +14,163 +53%
WA
77
Wealth Alliance
New York
$699K -$103K -5,950 -13%
RFN
78
Redwood Financial Network
Ohio
$678K +$375K +21,629 +123%
IAS
79
Insigneo Advisory Services
Florida
$612K +$267K +15,392 +75%
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$598K -$157K -9,066 -21%
PIMG
81
Patriot Investment Management Group
Tennessee
$585K
Jane Street
82
Jane Street
New York
$577K +$578K +33,344 New
PFA
83
Pathway Financial Advisers
Indiana
$552K -$3.73K -215 -0.7%
AA
84
Apriem Advisors
California
$519K
PA
85
Procyon Advisors
Connecticut
$515K -$77.6K -4,475 -13%
BCWM
86
Bartlett & Co Wealth Management
Ohio
$508K
AWM
87
Ariadne Wealth Management
California
$497K +$498K +28,750 New
1IA
88
1834 Investment Advisors
Wisconsin
$475K -$216K -12,441 -31%
CAM
89
Cresset Asset Management
Illinois
$443K +$444K +25,580 New
BTC
90
Bank & Trust Company
Illinois
$437K +$438K +25,264 New
RFA
91
Resurgent Financial Advisors
Georgia
$432K -$492K -28,377 -53%
MPWT
92
MassMutual Private Wealth & Trust
Connecticut
$410K +$7.91K +456 +2%
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$394K +$78.8K +4,545 +25%
BRIA
94
Balanced Rock Investment Advisors
Massachusetts
$346K +$48.6K +2,801 +16%
SFS
95
Sowell Financial Services
Arkansas
$338K +$117K +6,723 +52%
GWM
96
Geneos Wealth Management
Colorado
$329K
RJT
97
Raymond James Trust
Florida
$326K
MHS
98
M Holdings Securities
Oregon
$325K +$326K +18,803 New
Mirae Asset Global Investments
99
Mirae Asset Global Investments
South Korea
$322K +$322K +18,600 New
PA
100
Pinnacle Associates
New York
$321K