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VanEck Preferred Securities ex Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WSFG
126
Wall Street Financial Group
Illinois
$237K +$737 +41 +0.3%
RFA
127
Resurgent Financial Advisors
Georgia
$236K -$56.1K -3,117 -19%
GAM
128
Gould Asset Management
California
$233K
CP
129
Creekside Partners
California
$232K
LSWP
130
Liberty Square Wealth Partners
Pennsylvania
$227K +$234K +13,014 New
CastleKeep Investment Advisors
131
CastleKeep Investment Advisors
Connecticut
$223K
OCM
132
Orleans Capital Management
Louisiana
$221K -$8.09K -450 -3%
ORC
133
O'Rourke & Company
Massachusetts
$209K +$5.88K +327 +3%
TSW
134
Three Seasons Wealth
Utah
$208K
HIS
135
Horizon Investment Services
Indiana
$203K -$2.72K -151 -1%
EH
136
Equitable Holdings
New York
$197K +$24.9K +1,382 +14%
MFP
137
Meridian Financial Partners
Virginia
$196K +$205K +11,371 New
AWA
138
Arkadios Wealth Advisors
Georgia
$194K +$3.99K +222 +2%
BHBT
139
Burke & Herbert Bank & Trust
Virginia
$185K
Cerity Partners
140
Cerity Partners
New York
$181K +$189K +10,500 New
MCFP
141
Mallini Complete Financial Planning
Florida
$179K +$186K +10,360 New
AAS
142
Avantax Advisory Services
Texas
$175K +$182K +10,138 New
RFA
143
Register Financial Advisors
Georgia
$175K +$162 +9 +0.1%
SCA
144
STALEY CAPITAL ADVISERS
Pennsylvania
$173K
IA
145
IFP Advisors
Florida
$169K +$39.7K +2,210 +29%
PTC
146
Private Trust Company
Ohio
$147K
MCM
147
MAI Capital Management
Ohio
$140K +$145K +8,090 New
Citigroup
148
Citigroup
New York
$139K -$25.4K -1,410 -15%
MIA
149
MeadowBrook Investment Advisors
Michigan
$129K
PP
150
Prudential plc
United Kingdom
$117K