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State Street SPDR ICE Preferred Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SW
76
SVB Wealth
Massachusetts
$475K -$282K -8,339 -37%
IC
77
Inscription Capital
Texas
$444K
CPG
78
Cornerstone Planning Group
New Jersey
$438K +$440K +13,030 New
EA
79
Eclectic Associates
California
$380K +$5.91K +175 +2%
WPC
80
Wedmont Private Capital
Pennsylvania
$379K +$5.88K +174 +2%
BWA
81
Beam Wealth Advisors
Louisiana
$364K +$8.64K +256 +2%
TCM
82
TD Capital Management
Tennessee
$358K +$506 +15 +0.1%
FAIM
83
Financial Advocates Investment Management
Washington
$356K +$41.9K +1,242 +13%
TC
84
TownSquare Capital
Utah
$345K -$729K -21,585 -68%
AWA
85
Artemis Wealth Advisors
New York
$330K +$5.13K +152 +2%
Comerica Bank
86
Comerica Bank
Texas
$326K +$22.4K +663 +7%
PTC
87
Private Trust Company
Ohio
$318K
SWP
88
Stratos Wealth Partners
Ohio
$317K +$15.9K +471 +5%
TB
89
Treynor Bancshares
Iowa
$308K -$537K -15,910 -64%
Wealthfront Advisers
90
Wealthfront Advisers
California
$305K +$2.23K +66 +0.7%
US Bancorp
91
US Bancorp
Minnesota
$304K -$164K -4,858 -35%
CCG
92
Chatham Capital Group
Georgia
$295K
HCM
93
Hilton Capital Management
New York
$290K +$20.8K +615 +8%
DWM
94
Destination Wealth Management
California
$284K
KeyBank National Association
95
KeyBank National Association
Ohio
$275K
FWP
96
Falcon Wealth Planning
California
$273K -$457K -13,544 -63%
OMC
97
Old Mission Capital
Illinois
$270K +$269K +7,963 New
HighTower Advisors
98
HighTower Advisors
Illinois
$267K -$6.35K -188 -2%
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$267K -$110K -3,252 -29%
GWM
100
Geneos Wealth Management
Colorado
$250K +$2.97K +88 +1%