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State Street SPDR ICE Preferred Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
126
Fidelity Investments
Massachusetts
$6K -$41.3K -973 -87%
AIC
127
Ameritas Investment Company
Nebraska
$6K +$7K +165 New
Tower Research Capital (TRC)
128
Tower Research Capital (TRC)
New York
$4K +$4.25K +100 New
TCOV
129
Trust Company of Vermont
Vermont
$4K +$4.84K +114 New
Clearstead Advisors
130
Clearstead Advisors
Ohio
$3K +$2.72K +64 New
Orion Portfolio Solutions
131
Orion Portfolio Solutions
Nebraska
$3K +$2.84K +67 New
LPWM
132
Lake Point Wealth Management
Texas
$1K – – –
TFA
133
Transamerica Financial Advisors
Florida
$1K – – –
TFS
134
TrustCore Financial Services
Tennessee
$1K +$849 +20 New
LWA
135
Lowe Wealth Advisors
Maryland
$1K +$1.32K +31 New
Mackenzie Financial
136
Mackenzie Financial
Ontario, Canada
– -$23.3M -528,899 Closed
Avalon Investment & Advisory
137
Avalon Investment & Advisory
Texas
– -$10.9M -246,837 Closed
TFA
138
Tobias Financial Advisors
Florida
– -$4.23M -96,138 Closed
BCM
139
Bluefin Capital Management
New York
– -$2.42M -54,914 Closed
JIP
140
JBJ Investment Partners
South Carolina
– -$1.29M -29,255 Closed
Guggenheim Capital
141
Guggenheim Capital
Illinois
– -$933K -21,206 Closed
EAM
142
Evanson Asset Management
California
– -$820K -18,635 Closed
Renaissance Technologies
143
Renaissance Technologies
New York
– -$582K -13,220 Closed
RIA
144
Regal Investment Advisors
Michigan
– -$528K -11,997 Closed
Stifel Financial
145
Stifel Financial
Missouri
– -$427K -9,748 Closed
RFG Advisory
146
RFG Advisory
Alabama
– -$330K -7,496 Closed
PAG
147
Private Advisory Group
Washington
– -$326K -7,404 Closed
Creative Planning
148
Creative Planning
Kansas
– -$272K -6,173 Closed
AWS
149
AJ Wealth Strategies
New York
– -$257K -5,834 Closed
Northern Trust
150
Northern Trust
Illinois
– -$220K -5,000 Closed