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VanEck Preferred Securities ex Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VHAM
151
Van Hulzen Asset Management
California
$113K +$118K +6,557 New
BF
152
BOK Financial
Oklahoma
$108K
MA
153
Montag & Associates
Georgia
$101K +$3.58K +199 +4%
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$88K
WP
155
WealthShield Partners
North Carolina
$87.7K +$899 +50 +1%
FWP
156
FAS Wealth Partners
Kansas
$62.9K +$2.23K +124 +4%
CIAS
157
Capital Investment Advisory Services
North Carolina
$62.4K -$8.62K -479 -12%
William Blair & Company
158
William Blair & Company
Illinois
$53.1K +$13.4K +743 +32%
Citadel Advisors
159
Citadel Advisors
Florida
$51K +$53.2K +2,957 New
DRP
160
Decker Retirement Planning
Utah
$42.1K +$43.9K +2,443 New
Fidelity Investments
161
Fidelity Investments
Massachusetts
$40.8K +$42.4K +2,359 +78,633%
GGI
162
Godsey & Gibb Inc
Virginia
$40K
AG
163
AmeriFlex Group
Nevada
$39.4K +$40.7K +2,262 New
DWM
164
Darwin Wealth Management
Florida
$37.6K +$10.9K +605 +38%
Bank of Montreal
165
Bank of Montreal
Ontario, Canada
$34.5K -$34.1K -1,897 -49%
GWSG
166
GPS Wealth Strategies Group
Colorado
$32.8K
AWM
167
AE Wealth Management
Kansas
$31.6K +$33K +1,833 New
Simplex Trading
168
Simplex Trading
Illinois
$24K +$18.3K +1,015 +250%
Fifth Third Bancorp
169
Fifth Third Bancorp
Ohio
$18.1K
PA
170
Parallel Advisors
California
$15.6K -$6.83K -380 -30%
WWM
171
Wolff Wiese Magana
California
$12.7K
CAS
172
Coppell Advisory Solutions
Texas
$12K +$899 +50 +8%
AWM
173
Avior Wealth Management
Nebraska
$10.4K +$10.9K +605 New
PIS
174
POM Investment Strategies
North Carolina
$10.1K +$10.5K +586 New
EWA
175
EverSource Wealth Advisors
Alabama
$9.64K