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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JCM
551
Jacobi Capital Management
Pennsylvania
$413K -$6.44K -179 -2%
RIM
552
Rockbridge Investment Management
New York
$409K
SC
553
Stolper & Co
Oklahoma
$409K +$19.5K +541 +5%
ACI
554
Alpha Cubed Investments
California
$408K -$936 -26 -0.2%
WI
555
Wintrust Investments
Illinois
$408K +$7.3K +203 +2%
KMWM
556
Keudell/Morrison Wealth Management
Oregon
$407K
AUB
557
Atlantic Union Bankshares
Virginia
$405K +$400K +11,118 New
BSW
558
Buckingham Strategic Wealth
Missouri
$403K +$128K +3,553 +47%
CPO
559
Cerity Partners OCIO
New York
$400K -$10K -278 -2%
FNT
560
First Nebraska Trust
Nebraska
$400K +$35.9K +999 +10%
GJCM
561
Grand Jean Capital Management
California
$399K
SCM
562
Schnieders Capital Management
California
$398K -$8.35K -232 -2%
MIM
563
Moseley Investment Management
Florida
$397K -$167K -4,651 -30%
PAS
564
Partnervest Advisory Services
California
$394K +$388K +10,796 New
MA
565
MONECO Advisors
Connecticut
$387K +$48.3K +1,343 +14%
WTC
566
WhitTier Trust Company
Nevada
$386K
Prudential Financial
567
Prudential Financial
New Jersey
$384K +$65.4K +1,817 +21%
MFW
568
Meristem Family Wealth
Minnesota
$383K
GT
569
Glenmede Trust
Pennsylvania
$382K +$5.94K +165 +2%
WMA
570
Wealth Management Associates
New Jersey
$381K
LWAC
571
Laurel Wealth Advisors (California)
California
$376K -$227K -6,317 -38%
FA
572
Fagan Associates
New York
$375K -$4.5K -125 -1%
KC
573
Kingfisher Capital
North Carolina
$374K -$13.3K -371 -3%
CPIA
574
Cornell Pochily Investment Advisors
New York
$374K +$216 +6 +0.1%
WWM
575
Windsor Wealth Management
Indiana
$373K +$365K +10,143 New