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VanEck Preferred Securities ex Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$70K +$1.01K +61 +2%
Arax Advisory Partners
152
Arax Advisory Partners
Colorado
$63.4K +$28.3K +1,706 +85%
Capital Investment Advisory Services
153
Capital Investment Advisory Services
North Carolina
$62K – – –
Darwin Wealth Management
154
Darwin Wealth Management
Florida
$61.5K +$23.4K +1,411 +65%
NBC Securities
155
NBC Securities
Alabama
$50K – – –
DHJJ Financial Advisors
156
DHJJ Financial Advisors
Illinois
$48.2K +$46.7K +2,815 New
Godsey & Gibb Inc
157
Godsey & Gibb Inc
Virginia
$39.7K – – –
William Blair & Company
158
William Blair & Company
Illinois
$34.2K – – –
GWSG
159
GPS Wealth Strategies Group
Colorado
$32.5K – – –
Allworth Financial
160
Allworth Financial
California
$29K +$28.1K +1,694 New
Simplex Trading
161
Simplex Trading
Illinois
$27K +$13.1K +787 +97%
Capital Advisors Ltd
162
Capital Advisors Ltd
Ohio
$26K +$25K +1,505 New
Parallel Advisors
163
Parallel Advisors
California
$15.5K – – –
Mid-American Wealth Advisory Group
164
Mid-American Wealth Advisory Group
Missouri
$13.2K +$12.8K +769 New
Wolff Wiese Magana
165
Wolff Wiese Magana
California
$12.6K – – –
West Branch Capital
166
West Branch Capital
Massachusetts
$11K -$3.12K -188 -23%
EverSource Wealth Advisors
167
EverSource Wealth Advisors
Alabama
$9.6K – – –
Crowley Wealth Management
168
Crowley Wealth Management
Delaware
$9.42K – – –
Bogart Wealth LLC
169
Bogart Wealth LLC
Virginia
$9.06K – – –
Ameritas Advisory Services
170
Ameritas Advisory Services
Nebraska
$8.65K +$8.38K +505 New
Fidelity Investments
171
Fidelity Investments
Massachusetts
$8.56K +$7.88K +475 +1,900%
PNC Financial Services Group
172
PNC Financial Services Group
Pennsylvania
$7.88K +$7.64K +460 New
Howe & Rusling
173
Howe & Rusling
New York
$6.73K +$6.52K +393 New
Richardson Financial Services
174
Richardson Financial Services
Massachusetts
$5.56K – – –
Vision Financial Markets
175
Vision Financial Markets
Connecticut
$5.54K +$100 +6 +2%