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VanEck Preferred Securities ex Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
101
Apriem Advisors
California
$389K
CWP
102
Core Wealth Partners
California
$385K
BCWM
103
Bartlett & Co Wealth Management
Ohio
$379K -$24.1K -1,450 -6%
PA
104
Procyon Advisors
Connecticut
$377K -$25.1K -1,510 -6%
Citadel Advisors
105
Citadel Advisors
Florida
$369K -$149K -8,960 -29%
FF
106
Fortitude Financial
Washington
$356K +$113K +6,806 New
OIA
107
OneDigital Investment Advisors
Kansas
$353K -$100K -6,029 -23%
TWM
108
TCFG Wealth Management
California
$346K +$5.96K +359 +2%
TIP
109
Tandem Investment Partners
New Jersey
$337K +$1.25K +75 +0.4%
PA
110
Pinnacle Associates
New York
$318K +$37K +2,232 +14%
AA
111
Advisory Alpha
Michigan
$313K -$2.51K -151 -0.8%
PIMG
112
Patriot Investment Management Group
Tennessee
$305K -$56.8K -3,422 -16%
Comerica Bank
113
Comerica Bank
Texas
$299K +$7.12K +429 +3%
WIA
114
World Investment Advisors
California
$297K +$288K +17,338 New
SA
115
Sovran Advisors
California
$287K
PWM
116
Perigon Wealth Management
California
$284K +$5.23K +315 +2%
1IA
117
1834 Investment Advisors
Wisconsin
$274K
PTC
118
Private Trust Company
Ohio
$266K
IA
119
IFP Advisors
Florida
$262K +$51.1K +3,077 +25%
BCM
120
Bluefin Capital Management
New York
$259K -$114K -6,855 -31%
HA
121
Hofer & Associates
California
$258K -$4.17K -251 -2%
SS
122
Sunbelt Securities
Texas
$257K -$531 -32 -0.2%
AWA
123
Acorn Wealth Advisors
Michigan
$247K -$11.9K -720 -5%
AWM
124
Accel Wealth Management
Iowa
$237K +$116 +7 +0.1%
CTFG
125
Capstone Triton Financial Group
Oklahoma
$235K +$402K +24,237 New