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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NPT
801
Nixon Peabody Trust
Massachusetts
$201K +$205K +6,597 New
CC
802
Clearwave Capital
California
$201K +$205K +6,594 New
FT
803
Fiduciary Trust
Massachusetts
$200K -$127K -4,085 -38%
BC
804
Burney Company
Virginia
$200K -$44.5K -1,430 -18%
BF
805
BOK Financial
Oklahoma
$190K -$19.8K -635 -9%
AF
806
Advisornet Financial
Minnesota
$190K -$66K -2,120 -25%
FHC
807
First Horizon Corporation
Tennessee
$188K – – –
PSB
808
Piscataqua Savings Bank
New Hampshire
$185K – – –
GFA
809
Godfrey Financial Associates
New York
$184K – – –
NEAM
810
New England Asset Management
Connecticut
$183K +$187K +6,000 New
ST
811
Smithfield Trust
Pennsylvania
$177K -$34.5K -1,107 -16%
KFI
812
Key Financial Inc
Pennsylvania
$175K +$31 +1 +0%
CT
813
Colonial Trust
South Carolina
$172K +$3.77K +121 +2%
WSCM
814
Wellington Shields Capital Management
New York
$169K -$12.3K -395 -7%
MA
815
MCF Advisors
Kentucky
$149K +$7.41K +238 +5%
MCI
816
MRP Capital Investments
Georgia
$144K – – –
HPWM
817
High Point Wealth Management
New Jersey
$144K +$1.43K +46 +1%
BLC
818
Brown, Lisle/Cummings
Rhode Island
$137K -$5.51K -177 -4%
MWA
819
Medallion Wealth Advisors
Connecticut
$131K +$5.79K +186 +5%
FFA
820
Founders Financial Alliance
North Carolina
$130K +$8.38K +269 +7%
FA
821
Fedenia Advisers
Wisconsin
$124K +$127K +4,082 New
CTWM
822
Cherry Tree Wealth Management
Minnesota
$122K – – –
NEWAS
823
N.E.W. Advisory Services
Wisconsin
$119K -$12.5K -400 -9%
SAM
824
Smartleaf Asset Management
Massachusetts
$116K – – –
WP
825
WealthShield Partners
North Carolina
$115K -$75.3K -2,418 -39%