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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SS
351
Simplicity Solutions
Minnesota
$813K +$195K +5,232 +32%
CAS
352
Cue Advisory Services
Arizona
$782K -$17K -456 -2%
TAM
353
Tocqueville Asset Management
New York
$776K -$76.4K -2,050 -9%
PNC
354
Park National Corp
Ohio
$763K -$21K -565 -3%
NFG
355
Next Financial Group
Texas
$759K -$1.7M -45,585 -69%
CFG
356
Citizens Financial Group
Rhode Island
$754K +$216K +5,797 +41%
SWM
357
SeaCrest Wealth Management
New York
$752K +$1.68K +45 +0.2%
CSIC
358
Clifford Swan Investment Counsel
California
$737K -$56.4K -1,513 -7%
UB
359
UMB Bank
Missouri
$736K -$4.17K -112 -0.6%
SWM
360
Sanctuary Wealth Management
Idaho
$728K -$133K -3,580 -16%
GEA
361
Glen Eagle Advisors
New Jersey
$726K -$14.4K -387 -2%
JWA
362
JFS Wealth Advisors
Pennsylvania
$726K -$89K -2,389 -11%
BCA
363
Bay Colony Advisors
Massachusetts
$707K +$698K +18,744 New
AW
364
ACG Wealth
Georgia
$703K -$359K -9,626 -34%
WPP
365
Whalerock Point Partners
Rhode Island
$702K -$176K -4,725 -20%
CHA
366
Carmichael Hill & Associates
Maryland
$702K -$1.68K -45 -0.2%
FFS
367
Founders Financial Securities
Maryland
$701K +$93.7K +2,516 +16%
EA
368
Edge Advisors
Georgia
$698K
QFA
369
Quattro Financial Advisors
Texas
$696K -$8.76M -235,278 -93%
AIP
370
Ameritas Investment Partners
Nebraska
$694K +$154K +4,122 +29%
PMG
371
ProVise Management Group
Florida
$686K +$11.2K +300 +2%
TWM
372
Titus Wealth Management
California
$685K -$123K -3,310 -17%
HIC
373
Holderness Investments Company
North Carolina
$685K -$18.4K -495 -3%
PA
374
Pinnacle Associates
New York
$684K +$4.02K +108 +0.6%
AWM
375
Altium Wealth Management
New York
$684K +$676K +18,146 New