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State Street SPDR ICE Preferred Securities ETF
PSK

Name Holding Trade Value Shares
Change 		Change in
Stake
NC
1
NewSquare Capital
Pennsylvania
$26M +$25.7M +576,702 New
PFS
2
Prospera Financial Services
Texas
$21.9M +$21.6M +484,935 New
Morgan Stanley
3
Morgan Stanley
New York
$21.2M +$12.4M +277,990 +144%
TFA
4
Transamerica Financial Advisors
Florida
$20.8M +$20.5M +461,236 New
CSIA
5
Charles Schwab Investment Advisory
California
$18.4M +$7.04M +158,089 +63%
Bank of America
6
Bank of America
North Carolina
$13M +$1.94M +43,538 +18%
LPL Financial
7
LPL Financial
California
$10.9M +$2.56M +57,391 +31%
State Street
8
State Street
Massachusetts
$10M +$4.7M +105,560 +90%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$8.5M +$8.37M +187,994 +35,808%
SGAM
10
Steinberg Global Asset Management
Florida
$7.79M -$107K -2,393 -1%
UBS Group
11
UBS Group
Switzerland
$6.29M +$4.96M +111,377 +395%
RJA
12
Raymond James & Associates
Florida
$3.66M +$4.99K +112 +0.1%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$2.66M +$2.63M +59,089 New
Jane Street
14
Jane Street
New York
$2.42M -$1.45M -32,617 -38%
Ameriprise
15
Ameriprise
Minnesota
$2.4M +$2.37M +53,220 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.22M +$1.32M +29,630 +151%
RIA
17
Regal Investment Advisors
Michigan
$2.18M -$46.9K -1,053 -2%
SF
18
Synovus Financial
Georgia
$1.7M +$37.6K +844 +2%
Stifel Financial
19
Stifel Financial
Missouri
$1.7M +$1.68M +37,688 New
AIM
20
Advantage Investment Management
Iowa
$1.65M +$1.63M +36,652 New
Citigroup
21
Citigroup
New York
$1.47M -$1.31M -29,513 -47%
ARMC
22
American Research & Management Company
Massachusetts
$1.43M -$156K -3,500 -10%
NFG
23
Next Financial Group
Texas
$1.36M +$104K +2,343 +8%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$1.25M +$1.23M +27,697 New
VFA
25
Voya Financial Advisors
Connecticut
$1M +$989K +22,207 New
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