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VanEck Preferred Securities ex Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
126
Private Trust Company
Ohio
$276K
SFA
127
Sequoia Financial Advisors
Ohio
$276K +$274K +15,505 New
FIA
128
Foundations Investment Advisors
Arizona
$258K +$18.4K +1,042 +8%
AWA
129
Acorn Wealth Advisors
Michigan
$255K -$2.21K -125 -0.9%
HA
130
Hofer & Associates
California
$252K -$15.9K -902 -6%
AWM
131
Accel Wealth Management
Iowa
$246K +$106 +6 +0%
AC
132
AlphaCore Capital
California
$240K +$141K +7,995 +145%
CP
133
Creekside Partners
California
$239K
MCM
134
Mainstay Capital Management
Michigan
$238K -$237K -13,398 -50%
CCM
135
Coldstream Capital Management
Washington
$219K +$218K +12,344 New
MA
136
Mezzasalma Advisors
New Jersey
$209K +$208K +11,760 New
ORC
137
O'Rourke & Company
Massachusetts
$209K +$17.1K +968 +9%
VHAM
138
Van Hulzen Asset Management
California
$202K +$201K +11,352 New
Focus Partners Wealth
139
Focus Partners Wealth
Massachusetts
$195K +$194K +10,958 New
KA
140
Kovack Advisors
Florida
$192K -$40.6K -2,297 -18%
BHBT
141
Burke & Herbert Bank & Trust
Virginia
$190K
CWP
142
Core Wealth Partners
California
$190K -$208K -11,795 -52%
MHFA
143
Mission Hills Financial Advisory
California
$189K
RFA
144
Register Financial Advisors
Georgia
$187K +$17.7K +1,000 +10%
FWSM
145
First Wilshire Securities Management
California
$186K -$3.09K -175 -2%
OC
146
Oppenheimer & Co
New York
$184K +$183K +10,350 New
ECM
147
Evergreen Capital Management
Washington
$181K +$180K +10,200 New
SCA
148
STALEY CAPITAL ADVISERS
Pennsylvania
$178K
Citigroup
149
Citigroup
New York
$177K +$12.1K +686 +7%
FFWM
150
Future Financial Wealth Management
Ohio
$167K -$35.3K -2,000 -18%