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VanEck Preferred Securities ex Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$18.4M +$356K +17,362 +2%
1IA
2
1834 Investment Advisors
Wisconsin
$14.9M +$96.8K +4,729 +0.7%
Morgan Stanley
3
Morgan Stanley
New York
$12.7M -$98.7K -4,820 -0.8%
Wells Fargo
4
Wells Fargo
California
$9.88M -$759K -37,072 -7%
MAWAG
5
Mid-American Wealth Advisory Group
Missouri
$6.7M +$3.94M +192,393 +144%
UBS Group
6
UBS Group
Switzerland
$5.83M -$21.6K -1,057 -0.4%
RRWA
7
Rainey & Randall Wealth Advisors
Florida
$5.53M +$2.33M +113,850 +73%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$5.29M +$318K +15,524 +6%
Osaic Holdings
9
Osaic Holdings
Arizona
$5.15M -$235K -11,467 -4%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$4.96M -$10.6M -517,536 -68%
Bank of America
11
Bank of America
North Carolina
$4.74M +$67.4K +3,293 +1%
TYCC
12
Texas Yale Capital Corp
Florida
$4.58M -$184 -9 -0%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$4.33M -$2.14M -104,599 -33%
Sumitomo Mitsui Trust Group
14
Sumitomo Mitsui Trust Group
Japan
$4.25M
SIS
15
Sound Income Strategies
Florida
$3.66M +$550K +26,844 +18%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$3.53M +$876K +42,784 +33%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$3.23M +$717K +35,001 +29%
BFS
18
Bard Financial Services
Connecticut
$3.1M -$30.7K -1,500 -1%
NAM
19
NTV Asset Management
West Virginia
$3.09M -$66.6K -3,250 -2%
MML Investors Services
20
MML Investors Services
Massachusetts
$2.99M +$1.18M +57,602 +65%
KAS
21
Kestra Advisory Services
Texas
$2.87M +$97.8K +4,777 +4%
TWM
22
Tanager Wealth Management
United Kingdom
$2.85M -$124K -6,056 -4%
Lido Advisors
23
Lido Advisors
California
$2.79M +$75.6K +3,693 +3%
PA
24
Procyon Advisors
Connecticut
$2.7M +$248K +12,115 +10%
AWS
25
Atria Wealth Solutions
New York
$2.66M +$2.65M +129,541 New