We are live on ! Find out more
PFXF icon

VanEck Preferred Securities ex Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
151
Kingsview Wealth Management
Oregon
$264K +$272K +14,798 New
CF
152
Centaurus Financial
California
$263K +$11.7K +639 +5%
MHFA
153
Mission Hills Financial Advisory
California
$260K +$9.19K +500 +4%
AWM
154
Apollon Wealth Management
South Carolina
$255K -$4.63K -252 -2%
AWA
155
Acorn Wealth Advisors
Michigan
$247K -$5.46K -297 -2%
BWA
156
Beam Wealth Advisors
Louisiana
$239K +$246K +13,409 New
TSS
157
Two Sigma Securities
New York
$236K -$97.5K -5,304 -29%
CSP
158
Cary Street Partners
Virginia
$236K -$2.3K -125 -0.9%
MCM
159
Mainstay Capital Management
Michigan
$226K
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$224K -$55.1K -3,000 -19%
William Blair & Company
161
William Blair & Company
Illinois
$223K -$2.74M -149,167 -92%
WIA
162
World Investment Advisors
California
$222K
AWM
163
Accel Wealth Management
Iowa
$220K -$8.18K -445 -3%
CP
164
Creekside Partners
California
$219K
ORC
165
O'Rourke & Company
Massachusetts
$213K +$1.71K +93 +0.8%
PTC
166
Private Trust Company
Ohio
$204K
PFS
167
Prospera Financial Services
Texas
$200K +$900 +49 +0.4%
DWM
168
Darwin Wealth Management
Florida
$193K +$95.7K +5,208 +92%
AWM
169
Axxcess Wealth Management
California
$193K +$199K +10,842 New
CWP
170
Core Wealth Partners
California
$191K
RFA
171
Register Financial Advisors
Georgia
$188K
CA
172
Carson Advisory
Georgia
$187K +$5.51K +300 +3%
ECM
173
Evergreen Capital Management
Washington
$182K
SCA
174
STALEY CAPITAL ADVISERS
Pennsylvania
$178K
IWC
175
Integrated Wealth Concepts
Massachusetts
$122K +$125K +6,829 New