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Principal Spectrum Preferred Securities Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPF
101
South Plains Financial
Texas
$237K +$12K +627 +5%
BOJHT
102
Bank of Jackson Hole Trust
Wyoming
$226K +$41.2K +2,161 +22%
MSFS
103
Main Street Financial Solutions
Pennsylvania
$224K +$3.83K +201 +2%
WP
104
WealthShield Partners
North Carolina
$207K +$630 +33 +0.3%
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$207K +$439 +23 +0.2%
Cetera Investment Advisers
106
Cetera Investment Advisers
Illinois
$199K -$45.5K -2,387 -19%
Mercer Global Advisors
107
Mercer Global Advisors
Colorado
$197K +$197K +10,323 New
FCP
108
Fidelis Capital Partners
Florida
$193K
PB
109
Pinnacle Bancorp
Nebraska
$151K +$34.4K +1,805 +29%
PTC
110
Private Trust Company
Ohio
$111K -$96.1K -5,038 -46%
HIA
111
Harbor Investment Advisory
Maryland
$95.3K
RF
112
Roxbury Financial
New Jersey
$76.8K +$76.8K +4,026 New
SPIA
113
Steward Partners Investment Advisory
New York
$57.9K +$32.3K +1,695 +126%
IA
114
IFP Advisors
Florida
$48.7K
AssetMark Inc
115
AssetMark Inc
California
$45.6K
FHA
116
Flagship Harbor Advisors
Massachusetts
$36.4K +$36.4K +1,909 New
RIL
117
Rothschild Investment LLC
Illinois
$29.3K +$29.4K +1,539 New
EPAM
118
Evelyn Partners Asset Management
$28.6K +$28.6K +1,500 New
CIA
119
Cape Investment Advisory
Georgia
$19.6K +$19.6K +1,030 New
Jones Financial Companies
120
Jones Financial Companies
Missouri
$17.8K +$17.8K +933 New
Northwestern Mutual Wealth Management
121
Northwestern Mutual Wealth Management
Wisconsin
$16.6K +$16.6K +870 New
CI
122
CX Institutional
Indiana
$15K +$14.7K +772 New
FFA
123
Farther Finance Advisors
California
$14.2K +$248 +13 +2%
JP Morgan Chase
124
JP Morgan Chase
New York
$13.1K +$11.2K +588 +600%
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
$9.57K