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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
401
North Star Investment Management
Illinois
$339K +$19.6K +514 +6%
BW
402
Bison Wealth
Georgia
$339K +$19.7K +516 +6%
GP
403
Girard Partners
Pennsylvania
$336K -$12.3K -322 -4%
MHS
404
M Holdings Securities
Oregon
$326K -$54.7K -1,432 -15%
GJIC
405
Gamble Jones Investment Counsel
California
$325K +$43.4K +1,135 +16%
1GA
406
1st Global Advisors
Texas
$320K -$13.6K -355 -4%
CB
407
Chemical Bank
Michigan
$317K -$3.82K -100 -1%
AIP
408
Ameritas Investment Partners
Nebraska
$317K +$136K +3,560 +78%
WTC
409
WhitTier Trust Company
Nevada
$316K -$91.7K -2,400 -23%
WJA
410
Williams Jones & Associates
New York
$312K -$7.72K -202 -2%
CLOS
411
Compagnie Lombard Odier SCmA
Switzerland
$312K +$306K +8,000 New
FWCM
412
Ferguson Wellman Capital Management
Oregon
$303K
WAM
413
Wealthspire Advisors (Maryland)
Maryland
$297K +$37.7K +986 +15%
TIA
414
Tiemann Investment Advisors
California
$294K
WTB
415
Washington Trust Bank
Washington
$292K +$68.3K +1,786 +31%
SC
416
SouthState Corp
Florida
$284K -$10.5K -275 -4%
CNFG
417
Creegan & Nassoura Financial Group
New Hampshire
$281K -$34.8K -910 -11%
VNA
418
VNBTrust National Association
Virginia
$281K
FWP
419
FAS Wealth Partners
Kansas
$279K +$13.8K +361 +5%
Invesco
420
Invesco
Georgia
$278K -$79.2K -2,071 -23%
GI
421
Glovista Investments
New Jersey
$273K
HL
422
HeadInvest LLC
Maine
$268K
BCA
423
Bernzott Capital Advisors
California
$265K
PAMG
424
Patton Albertson Miller Group
Tennessee
$264K
FWM
425
Focused Wealth Management
New York
$264K +$16K +419 +7%