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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NG
276
Northstar Group
New York
$2.46M +$515K +13,795 +28%
FAM
277
Flaharty Asset Management
Florida
$2.46M +$594K +15,896 +33%
NB
278
Northwest Bancshares
Pennsylvania
$2.44M -$336K -8,997 -12%
DWM
279
Destination Wealth Management
California
$2.43M +$10.1K +271 +0.4%
LCM
280
Liberty Capital Management
Michigan
$2.41M +$2.34M +62,683 New
BHWA
281
Beacon Harbor Wealth Advisors
Virginia
$2.4M +$50K +1,337 +2%
QAM
282
Q3 Asset Management
Michigan
$2.38M +$1.88M +50,276 +436%
TA
283
TFG Advisers
Michigan
$2.36M -$121K -3,243 -5%
CB
284
Community Bank
New York
$2.35M +$1.1M +29,545 +94%
AF
285
Advisornet Financial
Minnesota
$2.34M -$756K -20,236 -25%
LNC
286
Lincoln National Corp
Pennsylvania
$2.33M -$55.3K -1,481 -2%
UIC
287
Uniplan Investment Counsel
Wisconsin
$2.33M -$5.33M -142,610 -70%
CAAS
288
Capital Asset Advisory Services
Michigan
$2.33M -$174K -4,655 -7%
MCM
289
MV Capital Management
Maryland
$2.31M -$714K -19,120 -24%
LCWP
290
Legacy Capital Wealth Partners
Arkansas
$2.3M +$2.24M +59,829 New
BMA
291
Brooks Moore & Associates
Tennessee
$2.3M -$18.7K -500 -0.8%
LFAS
292
Level Four Advisory Services
Texas
$2.29M +$424K +11,358 +24%
DBIA
293
Dumont & Blake Investment Advisors
New Jersey
$2.28M +$8.78K +235 +0.4%
AWM
294
Altium Wealth Management
New York
$2.28M -$31.2K -836 -1%
CHC
295
City Holding Co
West Virginia
$2.27M +$558K +14,925 +34%
KWM
296
Kingsview Wealth Management
Oregon
$2.26M +$263K +7,050 +14%
MA
297
Montag & Associates
Georgia
$2.25M +$2.18M +58,402 New
CPIG
298
Chicago Partners Investment Group
Illinois
$2.24M +$3.4K +91 +0.2%
FANJ
299
Financial Architects (New Jersey)
New Jersey
$2.24M -$74.4K -1,991 -3%
RFC
300
Regions Financial Corp
Alabama
$2.23M -$113K -3,012 -5%