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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
TRCT
128
Tower Research Capital (TRC)
New York
$4K +$4.25K +100 New
TCOV
129
Trust Company of Vermont
Vermont
$4K +$4.84K +114 New
CA
130
Clearstead Advisors
Ohio
$3K +$2.72K +64 New
OPS
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
AIA
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
GC
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
RA
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