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State Street SPDR ICE Preferred Securities ETF
PSK

Name Holding Trade Value Shares
Change 		Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$31.9M +$8.44M +193,824 +36%
State Street
2
State Street
Massachusetts
$23.1M +$6.07M +139,431 +36%
Morgan Stanley
3
Morgan Stanley
New York
$18.8M -$1.76M -40,321 -9%
Bank of America
4
Bank of America
North Carolina
$13.5M -$1.33M -30,633 -9%
NC
5
NewSquare Capital
Pennsylvania
$8.75M -$607K -13,934 -7%
LPL Financial
6
LPL Financial
California
$8.67M -$269K -6,177 -3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$7.11M +$173K +3,978 +3%
UBS Group
8
UBS Group
Switzerland
$5.9M -$367K -8,426 -6%
SB
9
Suntrust Banks
Georgia
$3.43M +$1.25M +28,657 +59%
SGAM
10
Steinberg Global Asset Management
Florida
$3.13M -$102K -2,342 -3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.32M -$175K -4,022 -7%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$2.29M -$77.2K -1,774 -3%
Wells Fargo
13
Wells Fargo
California
$2.22M +$1.69M +38,744 +332%
TFA
14
Transamerica Financial Advisors
Florida
$1.92M -$385K -8,843 -17%
AG
15
Advisor Group
Arizona
$1.74M -$103K -2,363 -6%
RJA
16
Raymond James & Associates
Florida
$1.71M -$323K -7,423 -16%
SCM
17
Stonehearth Capital Management
Massachusetts
$1.71M +$1.69M +38,788 New
IP
18
Investment Partners
Ohio
$1.66M – – –
PAG
19
Private Advisory Group
Washington
$1.61M -$2.14M -49,095 -57%
SF
20
Synovus Financial
Georgia
$1.53M -$1.7K -39 -0.1%
AIM
21
Advantage Investment Management
Iowa
$1.31M -$12K -275 -0.9%
GFPC
22
Global Financial Private Capital
Florida
$1.27M +$1.26M +29,005 New
Baird Financial Group
23
Baird Financial Group
Wisconsin
$1.26M +$1.78K +41 +0.1%
Stifel Financial
24
Stifel Financial
Missouri
$1.21M -$121K -2,777 -9%
SFP
25
Shepherd Financial Partners
Massachusetts
$1.18M -$2.96M -67,948 -72%
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