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State Street SPDR ICE Preferred Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
126
Matthew Goff Investment Advisor
Texas
$267K
CSIC
127
Clifford Swan Investment Counsel
California
$257K
SG
128
StoneX Group
New York
$257K +$7.46K +173 +3%
5L
129
55I LLC
Massachusetts
$254K -$198K -4,589 -44%
GC
130
Grace Capital
Massachusetts
$244K -$352K -8,154 -59%
SWIG
131
Strategic Wealth Investment Group
Kentucky
$242K +$1.55K +36 +0.6%
GWM
132
GSB Wealth Management
Connecticut
$232K +$35.2K +817 +18%
TA
133
TrueWealth Advisors
Alabama
$229K +$227K +5,253 New
MA
134
MUFG Americas
New York
$228K
CIAS
135
Capital Investment Advisory Services
North Carolina
$220K +$45K +1,043 +26%
PWM
136
PBMares Wealth Management
Virginia
$218K +$11.9K +275 +6%
AWA
137
Artemis Wealth Advisors
New York
$207K +$206K +4,771 New
US Bancorp
138
US Bancorp
Minnesota
$207K -$14.7K -341 -7%
Stifel Financial
139
Stifel Financial
Missouri
$201K +$199K +4,621 New
PFGIA
140
Patriot Financial Group Insurance Agency
Massachusetts
$191K +$25.8K +598 +16%
GRP
141
Global Retirement Partners
California
$189K +$16.5K +382 +10%
IHWM
142
Iron Horse Wealth Management
Iowa
$171K -$10.4K -241 -6%
DA
143
DCM Advisors
New York
$153K -$8.63K -200 -5%
Barclays
144
Barclays
United Kingdom
$148K
LWA
145
Lowe Wealth Advisors
Maryland
$108K +$55.9K +1,295 +108%
TF
146
Tompkins Financial
New York
$101K +$5.18K +120 +5%
OIA
147
Optimum Investment Advisors
Illinois
$96K -$10.8K -250 -10%
BWP
148
Baldwin Wealth Partners
Massachusetts
$87K
Fifth Third Bancorp
149
Fifth Third Bancorp
Ohio
$83K
DI
150
Disciplined Investments
Oklahoma
$78K -$2.93K -68 -4%