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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
I
376
INVST
Indiana
$984K +$72 +2 +0%
CCA
377
Catalyst Capital Advisors
New York
$984K +$972K +27,000 New
IFO
378
Independent Family Office
New York
$979K
KWMG
379
King Wealth Management Group
Florida
$978K +$35.1K +975 +4%
MOS
380
MGO One Seven
Ohio
$976K +$112K +3,108 +13%
SWM
381
SeaCrest Wealth Management
New York
$972K -$637K -17,710 -40%
MWA
382
Meridian Wealth Advisors
Texas
$972K +$438K +12,175 +84%
RJT
383
Raymond James Trust
Florida
$966K +$75.2K +2,089 +9%
TIA
384
Traphagen Investment Advisors
New Jersey
$948K -$136K -3,766 -13%
CAL
385
Capital Analysts LLC
Pennsylvania
$937K -$56.9K -1,580 -6%
Northern Trust
386
Northern Trust
Illinois
$936K -$229K -6,364 -20%
AIC
387
Ameritas Investment Company
Nebraska
$935K
Comerica Bank
388
Comerica Bank
Texas
$930K +$153K +4,248 +20%
CHA
389
Carmichael Hill & Associates
Maryland
$926K +$12.3K +343 +1%
HCM
390
Hollencrest Capital Management
California
$912K +$50.5K +1,404 +6%
RRWA
391
Rainey & Randall Wealth Advisors
Florida
$908K -$25K -696 -3%
EWM
392
Evercore Wealth Management
New York
$908K
BWA
393
BDO Wealth Advisors
Florida
$908K +$50.6K +1,407 +6%
RBCM
394
Raub Brock Capital Management
California
$902K +$891K +24,750 New
BOTW
395
Bank of the West
California
$900K +$131K +3,636 +17%
DA
396
Detalus Advisors
Missouri
$897K
GPA
397
Guidance Point Advisors
Massachusetts
$896K -$87.7K -2,438 -9%
NEPWA
398
New England Private Wealth Advisors
Massachusetts
$892K -$90.8K -2,523 -9%
FFBTD
399
First Financial Bank - Trust Division
Ohio
$885K +$3.49K +97 +0.4%
TYCC
400
Texas Yale Capital Corp
Florida
$881K -$45.5K -1,265 -5%