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VanEck Preferred Securities ex Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRIA
101
Balanced Rock Investment Advisors
Massachusetts
$511K +$29.2K +1,651 +6%
Focus Partners Wealth
102
Focus Partners Wealth
Massachusetts
$507K +$314K +17,742 +162%
BFA
103
Beaumont Financial Advisors
Massachusetts
$484K +$5.03K +284 +1%
SF
104
Summit Financial
New Jersey
$482K -$61.2K -3,452 -11%
BTC
105
Bank & Trust Company
Illinois
$446K
IA
106
IFP Advisors
Florida
$428K +$73.3K +4,140 +21%
OCA
107
OpenArc Corporate Advisory
Georgia
$427K +$428K +24,180 New
OPAM
108
Ocean Park Asset Management
California
$426K -$2.04M -115,200 -83%
SWP
109
Stratos Wealth Partners
Ohio
$422K +$8.2K +463 +2%
AIS
110
Accredited Investor Services
Minnesota
$390K -$204K -11,520 -34%
TIP
111
Tandem Investment Partners
New Jersey
$388K +$43.8K +2,475 +13%
PA
112
Procyon Advisors
Connecticut
$385K
SIC
113
Samalin Investment Counsel
New York
$384K -$119K -6,698 -24%
AA
114
Apriem Advisors
California
$371K -$30.1K -1,700 -7%
BCWM
115
Bartlett & Co Wealth Management
Ohio
$360K -$30.8K -1,740 -8%
TWM
116
TCFG Wealth Management
California
$352K -$3.42K -193 -1%
PWM
117
Perigon Wealth Management
California
$349K +$51K +2,880 +17%
WSFG
118
Wall Street Financial Group
Illinois
$332K +$54.1K +3,053 +19%
PIMG
119
Patriot Investment Management Group
Tennessee
$328K +$8.43K +476 +3%
TYCC
120
Texas Yale Capital Corp
Florida
$326K +$7.28K +411 +2%
Susquehanna International Group
121
Susquehanna International Group
Pennsylvania
$323K -$1.15M -65,139 -78%
AA
122
Advisory Alpha
Michigan
$317K +$318K +17,944 New
Cerity Partners
123
Cerity Partners
New York
$314K
WIA
124
World Investment Advisors
California
$311K +$20.6K +1,160 +7%
AC
125
AlphaCore Capital
California
$307K +$68.5K +3,866 +29%