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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
326
Telos Capital Management
California
$976K +$24.8K +666 +3%
IBOK
327
Independence Bank of Kentucky
Kentucky
$966K +$76.4K +2,050 +9%
FIB
328
First Interstate Bank
Montana
$955K -$67K -1,800 -7%
ACM
329
AlphaStar Capital Management
North Carolina
$954K +$104K +2,781 +12%
WC
330
Whitney & Co
New York
$938K +$723K +19,419 +355%
MC
331
Moors & Cabot
Massachusetts
$921K -$68K -1,825 -7%
VCM
332
Virtue Capital Management
Tennessee
$908K +$139K +3,729 +18%
HTC
333
Haverford Trust Company
Pennsylvania
$897K
ALIONA
334
Allianz Life Insurance of North America
Minnesota
$893K +$176K +4,733 +24%
FNBT
335
FineMark National Bank & Trust
Florida
$890K -$4.47K -120 -0.5%
Mariner
336
Mariner
Kansas
$886K +$159K +4,261 +22%
WPW
337
Winthrop Partners - WNY
New York
$886K +$189K +5,062 +27%
AAA
338
Adams Asset Advisors
Texas
$870K
CPIA
339
Cornell Pochily Investment Advisors
New York
$867K -$239K -6,413 -22%
BJL
340
Brighton Jones LLC
Washington
$856K -$92.2K -2,476 -10%
OIA
341
Optimum Investment Advisors
Illinois
$848K
GP
342
Girard Partners
Pennsylvania
$844K +$9.39K +252 +1%
MBT
343
Montecito Bank & Trust
California
$844K +$36.5K +980 +5%
KS
344
Karpas Strategies
Connecticut
$840K +$5.59K +150 +0.7%
Northern Trust
345
Northern Trust
Illinois
$838K -$232K -6,229 -22%
HFS
346
HL Financial Services
Kentucky
$829K -$70.2K -1,886 -8%
SBIA
347
Sheaff Brock Investment Advisors
Indiana
$826K -$81.4K -2,186 -9%
HW
348
Hancock Whitney
Mississippi
$825K +$472K +12,666 +138%
ACP
349
Ashfield Capital Partners
California
$822K -$160K -4,285 -16%
BFG
350
Beacon Financial Group
Texas
$818K -$50.2K -1,349 -6%