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VanEck Preferred Securities ex Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
126
Acorn Wealth Advisors
Michigan
$254K -$10.7K -621 -4%
SIC
127
Samalin Investment Counsel
New York
$252K +$260K +15,049 New
SS
128
Sunbelt Securities
Texas
$251K +$5.13K +297 +2%
HF
129
HRT Financial
New York
$247K +$255K +14,758 New
Creative Planning
130
Creative Planning
Kansas
$242K -$31.7K -1,835 -11%
WSFG
131
Wall Street Financial Group
Illinois
$235K +$4.47K +259 +2%
AWM
132
Accel Wealth Management
Iowa
$232K -$11.5K -666 -5%
GAM
133
Gould Asset Management
California
$230K +$3.45K +200 +1%
CP
134
Creekside Partners
California
$225K
KA
135
Kovack Advisors
Florida
$219K -$13.9K -806 -6%
LSWP
136
Liberty Square Wealth Partners
Pennsylvania
$218K
PFS
137
Prospera Financial Services
Texas
$215K -$426K -24,680 -66%
OCM
138
Orleans Capital Management
Louisiana
$214K
Cerity Partners
139
Cerity Partners
New York
$210K +$34.5K +2,000 +19%
ORC
140
O'Rourke & Company
Massachusetts
$208K +$5.23K +303 +2%
RFA
141
Resurgent Financial Advisors
Georgia
$205K -$24.5K -1,422 -10%
IA
142
IFP Advisors
Florida
$205K +$41.6K +2,412 +25%
TSW
143
Three Seasons Wealth
Utah
$202K
FWSM
144
First Wilshire Securities Management
California
$188K -$103K -5,977 -35%
BHBT
145
Burke & Herbert Bank & Trust
Virginia
$180K
MCFP
146
Mallini Complete Financial Planning
Florida
$172K -$2.02K -117 -1%
SCA
147
STALEY CAPITAL ADVISERS
Pennsylvania
$168K
RFA
148
Register Financial Advisors
Georgia
$160K -$10.4K -600 -6%
Citigroup
149
Citigroup
New York
$139K +$3.45K +200 +2%
MCM
150
MAI Capital Management
Ohio
$136K