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State Street SPDR ICE Preferred Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
101
HCR Wealth Advisors
California
$10K +$2.15K +50 +0%
Stratos Wealth Partners
102
Stratos Wealth Partners
Ohio
$9K -$604 -14 -6%
FRA
103
Front Row Advisors
California
$9K – – –
AIM
104
Advantage Investment Management
Iowa
$6K -$37.5K -869 -87%
Krilogy Financial
105
Krilogy Financial
Missouri
$3K – – –
PFA
106
Pathway Financial Advisors
Vermont
$2K – – –
TCOV
107
Trust Company of Vermont
Vermont
$2K – – –
JP Morgan Chase
108
JP Morgan Chase
New York
$2K +$1.55K +36 New
VFA
109
Voya Financial Advisors
Connecticut
– -$3.24M -73,533 Closed
Comerica Bank
110
Comerica Bank
Texas
– -$2.44M -56,396 Closed
SGAM
111
Steinberg Global Asset Management
Florida
– -$2.19M -49,733 Closed
Raymond James Financial Services Advisors
112
Raymond James Financial Services Advisors
Florida
– -$1.04M -23,525 Closed
Goldman Sachs
113
Goldman Sachs
New York
– -$749K -17,011 Closed
First Trust Advisors
114
First Trust Advisors
Illinois
– -$733K -16,651 Closed
Baird Financial Group
115
Baird Financial Group
Wisconsin
– -$610K -13,850 Closed
VF
116
Virtu Financial
New York
– -$423K -9,602 Closed
CWM
117
Confluence Wealth Management
Oregon
– -$375K -8,515 Closed
VWM
118
Venturi Wealth Management
Texas
– -$357K -8,104 Closed
TSS
119
Two Sigma Securities
New York
– -$268K -6,083 Closed
Belpointe Asset Management
120
Belpointe Asset Management
Nevada
– -$254K -5,770 Closed
Oppenheimer & Co
121
Oppenheimer & Co
New York
– -$235K -5,336 Closed
FA
122
FDx Advisors
Illinois
– -$220K -5,004 Closed
SI
123
SII Investments
Wisconsin
– -$217K -4,945 Closed
AWA
124
Arete Wealth Advisors
Illinois
– -$206K -4,689 Closed
JFGIW
125
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$48K -1,081 Closed