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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SC
426
SouthState Corp
Florida
$329K +$39.2K +1,000 +14%
1GA
427
1st Global Advisors
Texas
$327K – – –
AIP
428
Ameritas Investment Partners
Nebraska
$327K +$2.74K +70 +0.9%
CB
429
Chemical Bank
Michigan
$324K – – –
WJA
430
Williams Jones & Associates
New York
$324K +$4.66K +119 +1%
CAAS
431
Capital Asset Advisory Services
Michigan
$324K +$318K +8,115 New
WTC
432
WhitTier Trust Company
Nevada
$323K – – –
CLOS
433
Compagnie Lombard Odier SCmA
Switzerland
$319K – – –
FWCM
434
Ferguson Wellman Capital Management
Oregon
$310K – – –
WAM
435
Wealthspire Advisors (Maryland)
Maryland
$304K +$39 +1 +0%
CS
436
Comerica Securities
Michigan
$303K +$59.4K +1,516 +25%
PPA
437
Parametric Portfolio Associates
Washington
$302K -$99.2K -2,532 -25%
TIA
438
Tiemann Investment Advisors
California
$300K – – –
BA
439
Boston Advisors
Massachusetts
$290K +$285K +7,280 New
VNA
440
VNBTrust National Association
Virginia
$288K – – –
BW
441
Bison Wealth
Georgia
$287K -$58K -1,479 -17%
CNFG
442
Creegan & Nassoura Financial Group
New Hampshire
$287K – – –
SWA
443
SFMG Wealth Advisors
Texas
$286K +$281K +7,174 New
TCM
444
Tran Capital Management
California
$284K -$76.8K -1,960 -22%
GI
445
Glovista Investments
New Jersey
$279K – – –
FWM
446
Focused Wealth Management
New York
$279K +$9.52K +243 +4%
AFS
447
Aft Forsyth & Sober
Florida
$279K +$274K +7,000 New
Carson Wealth (CWM LLC)
448
Carson Wealth (CWM LLC)
Nebraska
$278K +$40.8K +1,042 +18%
CPIG
449
Chicago Partners Investment Group
Illinois
$276K +$49.6K +1,266 +22%
HL
450
HeadInvest LLC
Maine
$273K – – –