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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HPBT
426
High Point Bank & Trust
North Carolina
$139K
PSC
427
Prentiss Smith & Co
Vermont
$123K
1832 Asset Management
428
1832 Asset Management
Ontario, Canada
$121K
CFA
429
Carroll Financial Associates
North Carolina
$109K +$78.7K +1,983 +248%
JG
430
Jefferies Group
New York
$108K +$109K +2,754 New
BBHC
431
Brown Brothers Harriman & Co
New York
$106K -$22.3K -563 -17%
FWM
432
Focused Wealth Management
New York
$105K +$4.21K +106 +4%
HCM
433
Horrell Capital Management
Arkansas
$98K -$6.9K -174 -7%
MA
434
MCF Advisors
Kentucky
$98K
FAM
435
Formidable Asset Management
Ohio
$86K
MAM
436
Meeder Asset Management
Ohio
$85K
WA
437
Waverly Advisors
Alabama
$85K
AWM
438
AllSquare Wealth Management
New York
$83K +$12.4K +312 +17%
JAM
439
JCIC Asset Management
Ontario, Canada
$63K
LWM
440
LBA Wealth Management
Florida
$62K
DBT
441
Dubuque Bank & Trust
Iowa
$61K +$40.3K +1,015 +190%
WEC
442
Winslow Evans & Crocker
Massachusetts
$60.4K +$30.8K +776 +101%
PCTC
443
Perkins Coie Trust Company
Washington
$59K +$55.8K +1,407 +1,379%
LWA
444
Lowe Wealth Advisors
Maryland
$54K
OSNBOA
445
Old Second National Bank of Aurora
Illinois
$54K
WBG
446
Wharton Business Group
Pennsylvania
$51K -$77.4K -1,950 -0.1%
Simplex Trading
447
Simplex Trading
Illinois
$50K +$42K +1,060 +449%
Credit Agricole
448
Credit Agricole
France
$49K +$50K +1,260 New
PSUF
449
People's United Financial
Connecticut
$42K
VIA
450
Vantage Investment Advisors
Pennsylvania
$41K -$9.52K -240 -19%