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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
$535K +$28.5K +1,571 +5%
AWM
102
Ariadne Wealth Management
California
$504K
AFP
103
Ausdal Financial Partners
Iowa
$491K -$79.2K -4,372 -14%
PT
104
Plimoth Trust
Massachusetts
$488K -$51.6K -2,850 -9%
TYCC
105
Texas Yale Capital Corp
Florida
$487K +$169K +9,304 +50%
BFA
106
Beaumont Financial Advisors
Massachusetts
$484K +$2.86K +158 +0.6%
SF
107
Summit Financial
New Jersey
$475K -$4.02K -222 -0.8%
BTC
108
Bank & Trust Company
Illinois
$443K
AA
109
Advisory Alpha
Michigan
$428K +$117K +6,472 +36%
AIS
110
Accredited Investor Services
Minnesota
$398K +$11.9K +659 +3%
IA
111
IFP Advisors
Florida
$397K -$29.3K -1,618 -7%
SWP
112
Stratos Wealth Partners
Ohio
$394K -$26.6K -1,470 -6%
TIP
113
Tandem Investment Partners
New Jersey
$390K +$4.53K +250 +1%
SCI
114
Stableford Capital II
Arizona
$383K +$146K +8,039 +58%
AA
115
Apriem Advisors
California
$368K
BCWM
116
Bartlett & Co Wealth Management
Ohio
$361K -$16.6K -915 -4%
TWM
117
TCFG Wealth Management
California
$352K +$3.17K +175 +0.9%
TIA
118
TCFG Investment Advisors
California
$352K +$364K +20,084 New
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$349K +$288K +15,911 +398%
DG
120
Diesslin Group
Texas
$348K +$114K +6,303 +47%
SAW
121
Signal Advisors Wealth
Michigan
$343K +$355K +19,576 New
CCM
122
Coldstream Capital Management
Washington
$341K +$52.2K +2,881 +17%
WSFG
123
Wall Street Financial Group
Illinois
$330K +$254 +14 +0.1%
PA
124
Procyon Advisors
Connecticut
$328K -$56K -3,089 -14%
TSS
125
Two Sigma Securities
New York
$325K +$336K +18,530 New