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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
226
SOL Capital Management
Maryland
$2.71M +$211K +6,625 +9%
CCM
227
Crabel Capital Management
California
$2.7M -$251K -7,862 -9%
HWM
228
Hohimer Wealth Management
Washington
$2.7M +$446K +13,981 +20%
Carson Wealth (CWM LLC)
229
Carson Wealth (CWM LLC)
Nebraska
$2.68M -$735K -23,043 -22%
ClearBridge Investments
230
ClearBridge Investments
New York
$2.68M -$216K -6,766 -8%
BBL
231
Beck Bode LLC
Massachusetts
$2.64M -$392K -12,294 -13%
MMRF
232
Michelson Medical Research Foundation
California
$2.64M
MLM
233
Mount Lucas Management
Pennsylvania
$2.62M -$64.4K -2,021 -2%
SSW
234
Smith Shellnut Wilson
Mississippi
$2.6M +$10K +315 +0.4%
GL
235
Graypoint LLC
New York
$2.59M +$105K +3,282 +4%
MA
236
MYDA Advisors
New York
$2.58M
DJSG
237
D.J. St. Germain
Massachusetts
$2.54M +$233K +7,316 +10%
GDP
238
Great Diamond Partners
Maine
$2.54M +$1.73M +54,225 +222%
AFP
239
Ausdal Financial Partners
Iowa
$2.52M +$2.49M +78,205 New
CB
240
Community Bank
New York
$2.51M +$155K +4,850 +7%
IPW
241
Invictus Private Wealth
Colorado
$2.5M +$68K +2,134 +3%
FTS
242
Fifth Third Securities
Ohio
$2.49M -$197K -6,177 -7%
CW
243
Channel Wealth
California
$2.49M +$101K +3,180 +4%
HAC
244
Harbor Advisory Corp
New Hampshire
$2.48M
GC
245
Guggenheim Capital
Illinois
$2.46M -$219K -6,865 -8%
IRC
246
Investors Research Corp
Georgia
$2.45M +$155K +4,863 +7%
Barclays
247
Barclays
United Kingdom
$2.41M -$108K -3,400 -4%
CA
248
Corrado Advisors
New Jersey
$2.41M -$111K -3,485 -4%
LHC
249
Little House Capital
Massachusetts
$2.39M +$2.37M +74,210 New
NB
250
NBT Bank
New York
$2.35M -$5.1K -160 -0.2%