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VanEck Preferred Securities ex Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
101
MassMutual Private Wealth & Trust
Connecticut
$399K -$6.2K -351 -2%
BCWM
102
Bartlett & Co Wealth Management
Ohio
$393K
PA
103
Procyon Advisors
Connecticut
$387K -$3.87K -219 -1%
FF
104
Fortitude Financial
Washington
$377K
OIA
105
OneDigital Investment Advisors
Kansas
$374K +$7.3K +413 +2%
AIA
106
AssuredPartners Investment Advisors
Florida
$368K -$116K -6,558 -24%
IA
107
IFP Advisors
Florida
$358K +$85.4K +4,832 +32%
TWM
108
TCFG Wealth Management
California
$357K -$1.91K -108 -0.5%
TIP
109
Tandem Investment Partners
New Jersey
$347K -$3.09K -175 -0.9%
PA
110
Pinnacle Associates
New York
$330K
PIMG
111
Patriot Investment Management Group
Tennessee
$322K +$5.37K +304 +2%
TYCC
112
Texas Yale Capital Corp
Florida
$321K +$319K +18,065 New
Cerity Partners
113
Cerity Partners
New York
$316K +$97.2K +5,500 +45%
Thrivent Financial for Lutherans
114
Thrivent Financial for Lutherans
Minnesota
$313K +$312K +17,640 New
Comerica Bank
115
Comerica Bank
Texas
$302K -$8.85K -501 -3%
AWM
116
Apollon Wealth Management
South Carolina
$301K -$583K -32,978 -66%
PWM
117
Perigon Wealth Management
California
$300K +$5.04K +285 +2%
WAM
118
Worth Asset Management
Texas
$299K +$297K +16,834 New
PFA
119
Pathway Financial Advisers
Indiana
$296K -$199K -11,290 -40%
WIA
120
World Investment Advisors
California
$293K -$15.2K -863 -5%
SA
121
Sovran Advisors
California
$293K
JBI
122
John Boyer Inc
Florida
$292K +$290K +16,425 New
SS
123
Sunbelt Securities
Texas
$291K +$25.3K +1,432 +10%
1IA
124
1834 Investment Advisors
Wisconsin
$285K
WSFG
125
Wall Street Financial Group
Illinois
$280K +$279K +15,768 New