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VanEck Preferred Securities ex Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Accel Wealth Management
126
Accel Wealth Management
Iowa
$237K +$116 +7 +0.1%
Capstone Triton Financial Group
127
Capstone Triton Financial Group
Oklahoma
$235K +$402K +24,237 New
Foundations Investment Advisors
128
Foundations Investment Advisors
Arizona
$231K +$224K +13,473 New
Creekside Partners
129
Creekside Partners
California
$230K – – –
Gould Asset Management
130
Gould Asset Management
California
$228K -$6.64K -400 -3%
Kovack Advisors
131
Kovack Advisors
Florida
$224K – – –
Liberty Square Wealth Partners
132
Liberty Square Wealth Partners
Pennsylvania
$223K – – –
Orleans Capital Management
133
Orleans Capital Management
Louisiana
$218K – – –
Cerity Partners
134
Cerity Partners
New York
$211K -$3.32K -200 -2%
Future Financial Wealth Management
135
Future Financial Wealth Management
Ohio
$195K -$429K -25,844 -69%
ORC
136
O'Rourke & Company
Massachusetts
$185K -$27.3K -1,642 -13%
Burke & Herbert Bank & Trust
137
Burke & Herbert Bank & Trust
Virginia
$184K – – –
Mission Hills Financial Advisory
138
Mission Hills Financial Advisory
California
$182K +$177K +10,655 New
First Wilshire Securities Management
139
First Wilshire Securities Management
California
$182K -$9.11K -549 -5%
STALEY CAPITAL ADVISERS
140
STALEY CAPITAL ADVISERS
Pennsylvania
$171K – – –
Register Financial Advisors
141
Register Financial Advisors
Georgia
$163K – – –
Citigroup
142
Citigroup
New York
$159K +$17K +1,027 +12%
MAI Capital Management
143
MAI Capital Management
Ohio
$139K – – –
MeadowBrook Investment Advisors
144
MeadowBrook Investment Advisors
Michigan
$121K -$996 -60 -0.8%
Prudential plc
145
Prudential plc
United Kingdom
$116K – – –
BOK Financial
146
BOK Financial
Oklahoma
$108K – – –
Global Retirement Partners
147
Global Retirement Partners
California
$99.2K +$96.2K +5,797 New
AlphaCore Capital
148
AlphaCore Capital
California
$94.4K +$1.74K +105 +2%
WealthShield Partners
149
WealthShield Partners
North Carolina
$87.1K -$83 -5 -0.1%
Qube Research & Technologies (QRT)
150
Qube Research & Technologies (QRT)
United Kingdom
$70.4K +$24.7K +1,491 +57%