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VanEck Preferred Securities ex Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
126
Apriem Advisors
California
$375K
SWP
127
Stratos Wealth Partners
Ohio
$374K -$27.6K -1,501 -7%
GIA
128
Gladstone Institutional Advisory
Florida
$370K +$102K +5,557 +37%
CCM
129
Coldstream Capital Management
Washington
$368K +$22.5K +1,225 +6%
AC
130
AlphaCore Capital
California
$362K +$50.8K +2,767 +16%
TIA
131
TCFG Investment Advisors
California
$358K
GRP
132
Global Retirement Partners
California
$335K +$345K +18,778 New
PWM
133
Perigon Wealth Management
California
$334K +$4.28K +233 +1%
Natixis Advisors
134
Natixis Advisors
Massachusetts
$329K +$339K +18,443 New
PA
135
Procyon Advisors
Connecticut
$321K -$12.8K -695 -4%
OC
136
Oppenheimer & Co
New York
$317K +$109K +5,930 +50%
TGAM
137
TBH Global Asset Management
Tennessee
$311K +$320K +17,441 New
Thrivent Financial for Lutherans
138
Thrivent Financial for Lutherans
Minnesota
$303K +$4.1K +223 +1%
AWA
139
Arkadios Wealth Advisors
Georgia
$289K +$297K +16,191 New
KFA
140
Kelleher Financial Advisors
New York
$288K +$7.74K +421 +3%
JBI
141
John Boyer Inc
Florida
$287K +$1.52K +83 +0.5%
Cerity Partners
142
Cerity Partners
New York
$277K -$1.73K -94 -0.6%
SA
143
Sovran Advisors
California
$276K
HA
144
Hofer & Associates
California
$273K +$18K +979 +7%
BCWM
145
Bartlett & Co Wealth Management
Ohio
$272K -$77.9K -4,240 -22%
Focus Partners Wealth
146
Focus Partners Wealth
Massachusetts
$270K -$315K -17,131 -53%
SFA
147
Sequoia Financial Advisors
Ohio
$269K +$1.38K +75 +0.5%
PFA
148
Pathway Financial Advisers
Indiana
$268K -$4.74K -258 -2%
CA
149
CGN Advisors
Kansas
$266K +$514 +28 +0.2%
1IA
150
1834 Investment Advisors
Wisconsin
$266K