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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
626
Banta Asset Management
California
$400K -$12.5K -400 -3%
EFP
627
Elser Financial Planning
Indiana
$399K +$412K +13,154 New
MCA
628
Magnolia Capital Advisors
Mississippi
$397K +$1.63K +52 +0.4%
CCP
629
Cunning Capital Partners
North Carolina
$394K +$31.3K +1,000 +8%
WDG
630
Wealth Dimensions Group
Ohio
$392K – – –
HCP
631
Hexagon Capital Partners
Arkansas
$392K +$125 +4 +0%
MWM
632
Modera Wealth Management
New Jersey
$388K +$22.5K +720 +6%
FNT
633
First Nebraska Trust
Nebraska
$386K +$1.16K +37 +0.3%
PMSA
634
Patrick M. Sweeney & Associates
Illinois
$385K +$4.79K +153 +1%
CA
635
CoreCap Advisors
Michigan
$383K -$315K -10,056 -44%
CCG
636
Coastwise Capital Group
California
$383K +$6.98K +223 +2%
CFB
637
Cullen/Frost Bankers
Texas
$383K +$157 +5 +0%
PJSIMP
638
P.J. Schmidt Investment Management (PJS)
Wisconsin
$381K – – –
DWA
639
Douglass Winthrop Advisors
New York
$379K – – –
LWPC
640
Legacy Wealth Partners (Colorado)
Colorado
$378K – – –
AA
641
AlphaCentric Advisors
Puerto Rico
$376K -$40.8K -1,303 -10%
WSC
642
Wellington Shields & Co
New York
$375K +$88.9K +2,840 +30%
JP Morgan Chase
643
JP Morgan Chase
New York
$374K -$32.5K -1,039 -8%
UBV
644
United Bank (Virginia)
Virginia
$373K – – –
RFA
645
Register Financial Advisors
Georgia
$373K +$219 +7 +0.1%
SMC
646
Smith, Moore & Co
Missouri
$371K -$12.3K -392 -3%
PS
647
Portfolio Strategies
New York
$371K -$312K -9,950 -45%
PBF
648
Petix & Botte Financial
California
$370K -$191K -6,092 -50%
ACP
649
Argyle Capital Partners
California
$368K -$23.5K -750 -6%
SCM
650
Sage Capital Management
New Jersey
$366K -$87.3K -2,788 -19%