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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JCM
626
Jacobi Capital Management
Pennsylvania
$418K +$603 +18 +0.1%
WBCM
627
Wilson & Boucher Capital Management
California
$415K
FFG
628
Fortem Financial Group
California
$413K -$905 -27 -0.2%
PA
629
Parallel Advisors
California
$412K -$229K -6,833 -34%
AUB
630
Atlantic Union Bankshares
Virginia
$412K -$49.2K -1,467 -10%
State Farm Mutual Automobile Insurance
631
State Farm Mutual Automobile Insurance
Illinois
$412K
HIP
632
HUB Investment Partners
Texas
$409K -$1.92M -57,254 -82%
FF
633
Financial Futures
New Jersey
$409K -$1.06M -31,684 -71%
IGWM
634
ICA Group Wealth Management
Colorado
$408K -$1.74K -52 -0.4%
SWA
635
SFMG Wealth Advisors
Texas
$404K +$34 +1 +0%
WF
636
Warner Financial
Maryland
$404K +$1.17K +35 +0.3%
SG
637
Somerset Group
Minnesota
$401K
WJWM
638
Williams Jones Wealth Management
New York
$401K +$50.3K +1,500 +13%
CH
639
Canton Hathaway
Rhode Island
$396K
EWM
640
Empirical Wealth Management
Washington
$395K +$138K +4,125 +49%
WCM
641
WealthBridge Capital Management
Ohio
$394K
BB
642
Bell Bank
North Dakota
$393K -$20.3K -607 -5%
GBT
643
Grove Bank & Trust
Florida
$393K +$416K +12,422 New
KP
644
Keel Point
Alabama
$391K -$3.42K -102 -0.8%
MP
645
McDonald Partners
Ohio
$389K -$291K -8,668 -41%
EWM
646
Endurance Wealth Management
Rhode Island
$389K -$3.35K -100 -0.8%
MGIA
647
Moneta Group Investment Advisors
Missouri
$386K -$22.7K -677 -5%
FNT
648
First Nebraska Trust
Nebraska
$385K
PCA
649
Peddock Capital Advisors
Massachusetts
$384K -$51.6K -1,540 -11%
CWM
650
Collaborative Wealth Management
Florida
$384K -$23K -685 -5%