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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NGA
276
Naples Global Advisors
Florida
$1.39M +$63.8K +1,740 +5%
SWM
277
SeaCrest Wealth Management
New York
$1.39M +$9.64K +263 +0.7%
WA
278
Wealthstar Advisors
Texas
$1.38M +$48K +1,311 +4%
IBOK
279
Independence Bank of Kentucky
Kentucky
$1.38M +$1.08M +29,425 +364%
RFWA
280
RPg Family Wealth Advisory
Massachusetts
$1.37M -$40.3K -1,101 -3%
FFN
281
Focus Financial Network
Minnesota
$1.36M +$67.4K +1,839 +5%
FWM
282
Fairhaven Wealth Management
Illinois
$1.36M -$15.1K -413 -1%
M&T Bank
283
M&T Bank
New York
$1.36M -$359K -9,792 -21%
WAM
284
Weatherly Asset Management
California
$1.35M -$5.61K -153 -0.4%
TAM
285
Tocqueville Asset Management
New York
$1.35M +$98.9K +2,700 +8%
SCA
286
Snowden Capital Advisors
New York
$1.34M +$20.7K +565 +2%
HI
287
Horizon Investments
North Carolina
$1.32M +$74.2K +2,026 +6%
Bessemer Group
288
Bessemer Group
New Jersey
$1.32M
JCM
289
Jacobsen Capital Management
Utah
$1.32M +$1.32M +36,161 New
BMM
290
Buffington Mohr McNeal
Idaho
$1.29M +$138K +3,770 +12%
HKAM
291
Horizon Kinetics Asset Management
New York
$1.28M +$147 +4 +0%
SMFS
292
Squar Milner Financial Services
California
$1.25M -$249K -6,786 -17%
FFS
293
Founders Financial Securities
Maryland
$1.25M +$132K +3,595 +12%
FFSOTS
294
Fiduciary Financial Services of The Southwest
Texas
$1.24M +$96.7K +2,640 +9%
NG
295
Northstar Group
New York
$1.24M -$96.2K -2,625 -7%
BCA
296
Bay Colony Advisors
Massachusetts
$1.23M -$14K -382 -1%
PCM
297
Parsons Capital Management
Rhode Island
$1.23M +$36.6K +1,000 +3%
NIC
298
Northwest Investment Counselors
Oregon
$1.23M -$36.8K -1,004 -3%
AGM
299
Alpine Global Management
New York
$1.23M +$1.22M +33,254 New
Prudential Financial
300
Prudential Financial
New Jersey
$1.22M +$117K +3,186 +11%