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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
676
M&T Bank
New York
$363K -$3.14K -100 -0.9%
PCA
677
Pallas Capital Advisors
Massachusetts
$361K
SFS
678
Sowell Financial Services
Arkansas
$355K -$1.1M -35,124 -76%
HP
679
Haven Private
Florida
$354K
TWC
680
TD Waterhouse Canada
Ontario, Canada
$352K +$11.6K +368 +3%
DW
681
Dodds Wealth
Colorado
$352K +$5.5K +175 +2%
GEA
682
Glen Eagle Advisors
New Jersey
$351K +$24.7K +786 +8%
CCG
683
Coastwise Capital Group
California
$348K +$13.4K +427 +4%
NFG
684
Norris Financial Group
South Carolina
$348K +$31.4K +1,000 +10%
AFS
685
AFG Fiduciary Services
Massachusetts
$347K -$692 -22 -0.2%
NWM
686
Northcape Wealth Management
New York
$345K -$47.2K -1,500 -12%
AAS
687
Annex Advisory Services
Wisconsin
$344K -$186K -5,924 -35%
CFB
688
Cullen/Frost Bankers
Texas
$343K +$3.55K +113 +1%
JP Morgan Chase
689
JP Morgan Chase
New York
$341K -$37.5K -1,193 -10%
EIA
690
Edgemoor Investment Advisors
Maryland
$341K +$3.14K +100 +0.9%
CCAL
691
City Center Advisors LLC
Michigan
$339K -$58K -1,844 -15%
PWPS
692
Pinnacle Wealth Planning Services
Ohio
$339K +$337K +10,722 New
FT
693
Fiduciary Trust
Massachusetts
$337K
TAM
694
Titleist Asset Management
Texas
$335K -$16.7K -532 -5%
CAGAS
695
Capital Advisory Group Advisory Services
Minnesota
$334K -$943 -30 -0.3%
CCP
696
Cunning Capital Partners
North Carolina
$332K +$78.6K +2,500 +31%
MGIA
697
Moneta Group Investment Advisors
Missouri
$331K +$329K +10,465 New
GI
698
GLOBALT Investments
Georgia
$328K -$19.2K -611 -6%
CWM
699
Chemistry Wealth Management
New York
$328K
ABC
700
Associated Banc-Corp
Wisconsin
$327K