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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCI
676
Stableford Capital II
Arizona
$434K -$3.29K -84 -0.8%
KMWM
677
Keudell/Morrison Wealth Management
Oregon
$433K
PRWA
678
Platte River Wealth Advisors
Colorado
$431K -$150K -3,812 -26%
EFSCE
679
Enterprise Financial Services Corp (EFSC)
Missouri
$430K +$435K +11,086 New
BMCM
680
Bryn Mawr Capital Management
Pennsylvania
$425K
BI
681
Ballast Inc
Kentucky
$424K
AIP
682
Almanack Investment Partners
Pennsylvania
$421K +$9.61K +245 +2%
ABC
683
Associated Banc-Corp
Wisconsin
$411K +$36.6K +932 +10%
BFWA
684
Benchmark Financial Wealth Advisors
Florida
$410K +$414K +10,561 New
CPO
685
Cerity Partners OCIO
New York
$408K +$118 +3 +0%
AWA
686
AmeriServ Wealth Advisors
Pennsylvania
$406K -$48.6K -1,238 -11%
DOA
687
D'Orazio & Associates
Virginia
$405K
PA
688
Perennial Advisors
New York
$405K +$5.69K +145 +1%
WCM
689
WealthBridge Capital Management
Ohio
$403K -$420K -10,717 -51%
IHL
690
Investment House LLC
California
$403K +$196 +5 +0%
CCM
691
Chilton Capital Management
Texas
$402K +$41.1K +1,049 +11%
FIA
692
Foundations Investment Advisors
Arizona
$399K -$1.41M -35,840 -78%
TCM
693
TD Capital Management
Tennessee
$399K +$5.1K +130 +1%
WMA
694
Wealth Management Associates
New Jersey
$398K -$177K -4,510 -31%
SIC
695
Samalin Investment Counsel
New York
$395K -$12K -306 -3%
CBN
696
Cadence Bank NA
Texas
$395K -$510 -13 -0.1%
HWAM
697
Hennion & Walsh Asset Management
New Jersey
$395K +$121K +3,089 +44%
CPIA
698
Cornell Pochily Investment Advisors
New York
$394K +$3.06K +78 +0.8%
LWP
699
Lumature Wealth Partners
Georgia
$394K +$5.88K +150 +2%
FT
700
Fiduciary Trust
Massachusetts
$392K