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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GDP
251
Great Diamond Partners
Maine
$2.44M +$49.7K +1,578 +2%
DI
252
Disciplined Investments
Oklahoma
$2.44M -$7.38K -234 -0.3%
NB
253
NBT Bank
New York
$2.42M +$135K +4,283 +6%
CST
254
Charles Schwab Trust
Nevada
$2.4M +$429K +13,623 +21%
UCFA
255
United Capital Financial Advisors
Texas
$2.4M -$639K -20,281 -21%
NFG
256
Nations Financial Group
Iowa
$2.4M +$441 +14 +0%
IAIM
257
International Assets Investment Management
Florida
$2.4M +$302K +9,577 +14%
SG
258
Sharper & Granite
California
$2.36M +$499K +15,830 +26%
MPCG
259
Matrix Private Capital Group
New York
$2.35M -$85.1K -2,700 -3%
DSC
260
Duncker Streett & Co
Missouri
$2.32M +$3.15K +100 +0.1%
MOS
261
MGO One Seven
Ohio
$2.31M -$83.5K -2,647 -3%
BP
262
Ballentine Partners
Massachusetts
$2.29M +$1.9M +60,280 +421%
RBFC
263
Roman Butler Fullerton & Co
Missouri
$2.27M -$379K -12,031 -13%
AWA
264
Arkadios Wealth Advisors
Georgia
$2.27M -$122K -3,869 -5%
TWM
265
Tanager Wealth Management
United Kingdom
$2.26M +$2.31M +73,413 New
AI
266
Atria Investments
North Carolina
$2.24M +$122K +3,883 +6%
HWM
267
Hohimer Wealth Management
Washington
$2.23M -$31.1K -988 -1%
FWA
268
FOCUS Wealth Advisors
Texas
$2.21M +$86.7K +2,751 +4%
HSBC Holdings
269
HSBC Holdings
United Kingdom
$2.2M +$258K +8,194 +13%
GWAM
270
Guardian Wealth Advisors (Minnesota)
Minnesota
$2.19M -$242K -7,673 -10%
PS
271
Principal Securities
Iowa
$2.18M +$10.6K +335 +0.5%
DJSG
272
D.J. St. Germain
Massachusetts
$2.18M -$94.1K -2,985 -4%
TD Asset Management
273
TD Asset Management
Ontario, Canada
$2.17M
AWM
274
Ariadne Wealth Management
California
$2.17M
IA
275
IFP Advisors
Florida
$2.15M +$209K +6,643 +10%