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State Street SPDR ICE Preferred Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFA
126
Mayflower Financial Advisors
Massachusetts
$295K +$292K +6,650 New
NB
127
NBT Bank
New York
$280K
RWM
128
Ritholtz Wealth Management
New York
$277K -$4.38K -100 -2%
WCA
129
Westover Capital Advisors
Delaware
$275K
MGIA
130
Matthew Goff Investment Advisor
Texas
$273K
CSIC
131
Clifford Swan Investment Counsel
California
$263K
SG
132
StoneX Group
New York
$255K +$252K +5,740 New
ML
133
McAdam LLC
Pennsylvania
$254K -$46.6K -1,064 -15%
IIA
134
IPG Investment Advisors
California
$246K
SWIG
135
Strategic Wealth Investment Group
Kentucky
$246K -$16.8K -384 -6%
MA
136
MUFG Americas
New York
$233K
RIA
137
Regal Investment Advisors
Michigan
$228K +$225K +5,133 New
US Bancorp
138
US Bancorp
Minnesota
$226K +$1.84K +42 +0.8%
PWM
139
PBMares Wealth Management
Virginia
$211K +$208K +4,740 New
EWA
140
EP Wealth Advisors
California
$201K -$216K -4,930 -52%
GWM
141
GSB Wealth Management
Connecticut
$201K +$198K +4,515 New
IHWM
142
Iron Horse Wealth Management
Iowa
$185K +$183K +4,175 New
CIAS
143
Capital Investment Advisory Services
North Carolina
$179K +$18K +410 +11%
GRP
144
Global Retirement Partners
California
$177K +$166K +3,780 +1,890%
PFGIA
145
Patriot Financial Group Insurance Agency
Massachusetts
$169K +$21.8K +498 +15%
DA
146
DCM Advisors
New York
$166K +$164K +3,730 New
FFG
147
Fortem Financial Group
California
$158K +$156K +3,550 New
Barclays
148
Barclays
United Kingdom
$151K +$149K +3,400 New
OIA
149
Optimum Investment Advisors
Illinois
$109K -$153K -3,500 -59%
BWM
150
Birchcreek Wealth Management
Ohio
$101K +$100K +2,280 New