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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
651
Triumph Capital Management
Colorado
$420K -$27.4K -870 -6%
PP
652
Prudential plc
United Kingdom
$420K
CFS
653
Coordinated Financial Services
Colorado
$419K -$10.8K -344 -3%
MA
654
MKT Advisors
California
$417K -$31 -1 -0%
EA
655
Eclectic Associates
California
$417K +$6.2K +197 +2%
CCG
656
Coastwise Capital Group
California
$414K +$2.11K +67 +0.5%
FNT
657
First Nebraska Trust
Nebraska
$409K
BHWM
658
Bar Harbor Wealth Management
New Hampshire
$408K +$17.6K +559 +5%
SW
659
SkyOak Wealth
Michigan
$407K -$78.7K -2,500 -16%
IFAM
660
Institutional & Family Asset Management
Colorado
$398K +$397K +12,611 New
Fidelity Investments
661
Fidelity Investments
Massachusetts
$396K -$92.4K -2,934 -19%
VHAM
662
Van Hulzen Asset Management
California
$394K +$850 +27 +0.2%
LWMG
663
Levy Wealth Management Group
Pennsylvania
$389K +$6.3K +200 +2%
QFA
664
Quattro Financial Advisors
Texas
$388K
TWA
665
TCI Wealth Advisors
Arizona
$388K +$73.9K +2,347 +24%
SSWM
666
Sheets Smith Wealth Management
North Carolina
$388K +$387K +12,288 New
CPSC
667
Carl P. Sherr & Co
Massachusetts
$388K +$64.3K +2,042 +20%
PWM
668
Prosperity Wealth Management
California
$388K +$387K +12,285 New
PEA
669
Park Edge Advisors
Ohio
$387K +$5.76K +183 +2%
GA
670
Geller Advisors
New York
$385K +$34.8K +1,104 +10%
MWM
671
Modera Wealth Management
New Jersey
$385K -$491K -15,596 -56%
Koshinski Asset Management
672
Koshinski Asset Management
Illinois
$384K +$6.26K +199 +2%
WIM
673
WealthPlan Investment Management
Nebraska
$384K +$5.73K +182 +2%
HVIA
674
Hudson Valley Investment Advisors
New York
$381K +$66.1K +2,100 +21%
SP
675
SWS Partners
Ohio
$379K