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VanEck Preferred Securities ex Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
126
Perigon Wealth Management
California
$324K -$23.4K -1,289 -7%
SIC
127
Samalin Investment Counsel
New York
$321K -$62.4K -3,446 -16%
AC
128
AlphaCore Capital
California
$307K +$2.59K +143 +0.8%
Thrivent Financial for Lutherans
129
Thrivent Financial for Lutherans
Minnesota
$294K -$399 -22 -0.1%
SA
130
Sovran Advisors
California
$291K +$5.44K +300 +2%
JBI
131
John Boyer Inc
Florida
$281K -$6.58K -363 -2%
Mercer Global Advisors
132
Mercer Global Advisors
Colorado
$279K +$288K +15,914 New
KFA
133
Kelleher Financial Advisors
New York
$275K +$2.07K +114 +0.7%
Cerity Partners
134
Cerity Partners
New York
$274K -$39.9K -2,200 -12%
Fifth Third Bancorp
135
Fifth Third Bancorp
Ohio
$273K +$282K +15,575 New
SS
136
Sunbelt Securities
Texas
$269K -$27.2K -1,500 -9%
PFA
137
Pathway Financial Advisers
Indiana
$268K -$30.5K -1,681 -10%
GIA
138
Gladstone Institutional Advisory
Florida
$266K +$275K +15,177 New
SFA
139
Sequoia Financial Advisors
Ohio
$263K -$12.7K -702 -4%
CA
140
CGN Advisors
Kansas
$261K +$270K +14,899 New
1IA
141
1834 Investment Advisors
Wisconsin
$261K -$20.4K -1,128 -7%
FIA
142
Foundations Investment Advisors
Arizona
$261K +$22.6K +1,246 +9%
AWM
143
Apollon Wealth Management
South Carolina
$255K -$14.3K -790 -5%
SWM
144
SHP Wealth Management
Massachusetts
$252K +$261K +14,394 New
HA
145
Hofer & Associates
California
$252K -$5.92K -327 -2%
Fidelity Investments
146
Fidelity Investments
Massachusetts
$249K +$243K +13,403 +1,732%
AWA
147
Acorn Wealth Advisors
Michigan
$248K -$1.03K -57 -0.4%
MA
148
Mezzasalma Advisors
New Jersey
$247K -$1.75M -96,529 -87%
CF
149
Centaurus Financial
California
$247K +$79K +4,362 +45%
MHFA
150
Mission Hills Financial Advisory
California
$246K +$47.8K +2,640 +23%