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Principal Spectrum Preferred Securities Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWMO
76
Heritage Wealth Management (Ohio)
Ohio
$473K
WA
77
Whipplewood Advisors
Colorado
$407K -$363K -19,412 -97%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$386K +$12.5K +669 +3%
IA
79
IFP Advisors
Florida
$365K +$188K +10,057 +106%
XF
80
XML Financial
Maryland
$346K -$14.2K -760 -4%
BCI
81
Brinker Capital Investments
Pennsylvania
$327K -$950K -50,831 -74%
OPS
82
Orion Portfolio Solutions
Nebraska
$327K -$950K -50,831 -74%
JCM
83
Jacobi Capital Management
Pennsylvania
$319K -$8.75K -468 -3%
WC
84
Whitney & Co
New York
$309K
AWM
85
Axxcess Wealth Management
California
$289K +$289K +15,456 New
EFG
86
Ehrlich Financial Group
California
$275K -$4.13K -221 -1%
VA
87
VestGen Advisors
Illinois
$275K +$275K +14,694 New
FFA
88
Farther Finance Advisors
California
$266K -$213K -11,411 -44%
DC
89
Davenport & Co
Virginia
$229K +$229K +12,253 New
SPF
90
South Plains Financial
Texas
$226K +$9.98K +534 +5%
WMR
91
Wealth Management Resources
Rhode Island
$215K +$215K +11,497 New
MSFS
92
Main Street Financial Solutions
Pennsylvania
$211K +$211K +11,264 New
GW
93
Griffith & Werner
Georgia
$206K +$1.66K +89 +0.8%
PTP
94
Platform Technology Partners
New York
$206K +$206K +11,000 New
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$195K +$1.57K +84 +0.8%
WP
96
WealthShield Partners
North Carolina
$192K +$206 +11 +0.1%
BOJHT
97
Bank of Jackson Hole Trust
Wyoming
$190K
FCP
98
Fidelis Capital Partners
Florida
$187K
PWA
99
Provenance Wealth Advisors
Florida
$183K
SFGP
100
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$155K