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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GC
226
Guggenheim Capital
Illinois
$2.6M +$354K +11,845 +17%
MLM
227
Mount Lucas Management
Pennsylvania
$2.6M +$691K +23,139 +38%
WT
228
Whittier Trust
California
$2.57M -$130K -4,357 -5%
MMRF
229
Michelson Medical Research Foundation
California
$2.56M
BPA
230
Beacon Pointe Advisors
California
$2.53M -$1.06M -35,566 -30%
FFN
231
Focus Financial Network
Minnesota
$2.52M +$1.07M +35,907 +80%
GBWM
232
Granite Bay Wealth Management
New Hampshire
$2.52M +$2.51M +84,000 New
RWP
233
RWA Wealth Partners
Massachusetts
$2.5M +$38.4K +1,284 +2%
SSW
234
Smith Shellnut Wilson
Mississippi
$2.5M -$42.1K -1,409 -2%
MA
235
MYDA Advisors
New York
$2.5M -$2.09M -70,000 -47%
Bessemer Group
236
Bessemer Group
New Jersey
$2.48M -$1.07M -35,857 -31%
MFG
237
MidWestOne Financial Group
Iowa
$2.45M +$112K +3,753 +5%
CA
238
Corrado Advisors
New Jersey
$2.44M -$50.7K -1,696 -2%
Barclays
239
Barclays
United Kingdom
$2.44M +$1.6M +53,400 +214%
WF
240
Wayfinding Financial
Washington
$2.44M +$47.3K +1,582 +2%
SCM
241
SOL Capital Management
Maryland
$2.42M +$1.93M +64,500 +494%
WS
242
Wedbush Securities
California
$2.42M -$23.6K -791 -1%
GL
243
Graypoint LLC
New York
$2.4M -$5.1M -170,821 -69%
HAC
244
Harbor Advisory Corp
New Hampshire
$2.4M -$98.6K -3,300 -4%
GAA
245
Global Assets Advisory
Florida
$2.4M +$48.5K +1,624 +2%
WW
246
Westshore Wealth
California
$2.36M -$36.4K -1,219 -2%
HSBC Holdings
247
HSBC Holdings
United Kingdom
$2.36M -$476K -15,925 -17%
CCC
248
Chesapeake Capital Corp
Florida
$2.35M +$2.26M +75,496 New
IPW
249
Invictus Private Wealth
Colorado
$2.35M +$47K +1,574 +2%
CW
250
Channel Wealth
California
$2.31M -$8.57K -287 -0.4%