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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
576
Ashton Thomas Private Wealth
Arizona
$535K -$2.5K -66 -0.5%
GM
577
GeoWealth Management
Illinois
$534K -$5.79M -152,777 -92%
AWA
578
AmeriServ Wealth Advisors
Pennsylvania
$533K
HCIA
579
Hochman Cole Investment Advisors
Illinois
$533K +$303 +8 +0.1%
ISL
580
Ingalls & Snyder LLC
New York
$532K +$3.79K +100 +0.7%
JSL
581
JT Stratford LLC
Georgia
$528K +$106K +2,804 +26%
TCBWMS
582
Texas Capital Bank Wealth Management Services
Texas
$527K +$63.8K +1,683 +14%
HCM
583
Hollencrest Capital Management
California
$526K -$488K -12,856 -48%
SIC
584
Samalin Investment Counsel
New York
$526K +$21.6K +569 +4%
WHG
585
Westwood Holdings Group
Texas
$525K +$197K +5,191 +61%
AC
586
Alexandria Capital
Virginia
$524K -$19.9K -524 -4%
SNBOSCI
587
Security National Bank of Sioux City Iowa
Iowa
$523K
Financial Engines Advisors
588
Financial Engines Advisors
California
$522K -$7.78K -205 -1%
AUB
589
Atlantic Union Bankshares
Virginia
$522K +$56.1K +1,480 +12%
CFG
590
Citizens Financial Group
Rhode Island
$520K
ATC
591
Argent Trust Co
Tennessee
$519K +$19.2K +507 +4%
ST
592
Somerset Trust
Pennsylvania
$518K
AWA
593
Arete Wealth Advisors
Illinois
$516K -$347K -9,139 -40%
BCA
594
Bay Colony Advisors
Massachusetts
$512K -$169K -4,456 -25%
DBT
595
Dubuque Bank & Trust
Iowa
$510K
EWM
596
Endurance Wealth Management
Rhode Island
$508K -$1.14K -30 -0.2%
BA
597
Bristlecone Advisors
Washington
$508K
MA
598
MONECO Advisors
Connecticut
$506K +$132K +3,480 +36%
ACM
599
AlphaStar Capital Management
North Carolina
$505K -$127K -3,356 -20%
SWA
600
SFMG Wealth Advisors
Texas
$505K -$13.2K -349 -3%