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Principal Spectrum Preferred Securities Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
XF
76
XML Financial
Maryland
$359K -$20K -1,071 -5%
CBA
77
Coastal Bridge Advisors
Connecticut
$358K +$360K +19,214 New
JCM
78
Jacobi Capital Management
Pennsylvania
$326K -$51.4K -2,748 -14%
BPAMU
79
BTG Pactual Asset Management US
New York
$313K
WC
80
Whitney & Co
New York
$307K +$46.8K +2,500 +18%
JP Morgan Chase
81
JP Morgan Chase
New York
$284K -$480K -25,632 -63%
EFG
82
Ehrlich Financial Group
California
$278K +$24.3K +1,296 +9%
SPF
83
South Plains Financial
Texas
$215K +$217K +11,578 New
GW
84
Griffith & Werner
Georgia
$204K +$205K +10,940 New
BAM
85
Belpointe Asset Management
Nevada
$203K +$3.57K +191 +2%
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$192K +$2.99K +160 +2%
WP
87
WealthShield Partners
North Carolina
$191K +$393 +21 +0.2%
FCP
88
Fidelis Capital Partners
Florida
$189K +$2.08K +111 +1%
BOJHT
89
Bank of Jackson Hole Trust
Wyoming
$188K +$189K +10,100 New
PWA
90
Provenance Wealth Advisors
Florida
$182K
IA
91
IFP Advisors
Florida
$176K +$148K +7,894 +497%
SFGP
92
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$154K +$155K +8,276 New
CFS
93
Compass Financial Services
Iowa
$118K +$119K +6,348 New
HIA
94
Harbor Investment Advisory
Maryland
$93K
PTC
95
Private Trust Company
Ohio
$78.4K -$61.7K -3,296 -44%
PB
96
Pinnacle Bancorp
Nebraska
$76.7K
CIBC Private Wealth Group
97
CIBC Private Wealth Group
Georgia
$49.6K
HNB
98
Huntington National Bank
Ohio
$44.7K
US Bancorp
99
US Bancorp
Minnesota
$29.8K
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$18.6K