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Principal Spectrum Preferred Securities Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAL
26
Focused Alpha LLC
Colorado
$5.66M +$3M +158,142 +114%
PA
27
PSI Advisors
Florida
$5.35M -$59.7K -3,145 -1%
P
28
&Partners
Tennessee
$5.05M +$1.69M +89,153 +51%
SWASL
29
Spartan Wealth Advisory Services LLC
Michigan
$4.98M +$113K +5,924 +2%
Focus Partners Wealth
30
Focus Partners Wealth
Massachusetts
$4.94M -$26.3K -1,385 -0.5%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$4.93M +$334K +17,564 +7%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$4.83M -$424K -22,299 -8%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$3.92M +$197K +10,376 +5%
GWM
34
GSB Wealth Management
Connecticut
$3.92M +$65.5K +3,449 +2%
JP Morgan Chase
35
JP Morgan Chase
New York
$3.67M +$45.2K +2,381 +1%
OPAM
36
Ocean Park Asset Management
California
$3.66M
MCWA
37
Meadow Creek Wealth Advisors
Georgia
$3.35M +$510K +26,863 +18%
FA
38
Fiduciary Alliance
South Carolina
$3.1M +$269K +14,163 +10%
SA
39
Sanctuary Advisors
Indiana
$2.93M +$309K +16,245 +12%
Creative Planning
40
Creative Planning
Kansas
$2.87M +$111K +5,822 +4%
MIA
41
MainStreet Investment Advisors
Illinois
$2.63M -$46.8K -2,465 -2%
MPWT
42
MassMutual Private Wealth & Trust
Connecticut
$2.57M -$104K -5,485 -4%
IAS
43
Insigneo Advisory Services
Florida
$2.52M -$38.8K -2,044 -2%
LB
44
Legacy Bridge
Iowa
$2.34M -$13.6K -715 -0.6%
Osaic Holdings
45
Osaic Holdings
Arizona
$2.27M -$200K -10,546 -8%
JWCA
46
J.W. Cole Advisors
Florida
$2.18M +$2.18M +114,567 New
KAS
47
Kestra Advisory Services
Texas
$2.01M +$95.6K +5,033 +5%
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$2M -$17.5K -923 -0.9%
IP
49
Investment Partners
Ohio
$1.89M -$9.08K -478 -0.5%
Stifel Financial
50
Stifel Financial
Missouri
$1.76M +$19.1K +1,003 +1%