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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BF
801
BOK Financial
Oklahoma
$190K -$19.8K -635 -9%
AF
802
Advisornet Financial
Minnesota
$190K -$66K -2,120 -25%
FHC
803
First Horizon Corporation
Tennessee
$188K
PSB
804
Piscataqua Savings Bank
New Hampshire
$185K
GFA
805
Godfrey Financial Associates
New York
$184K
NEAM
806
New England Asset Management
Connecticut
$183K +$187K +6,000 New
ST
807
Smithfield Trust
Pennsylvania
$177K -$34.5K -1,107 -16%
KFI
808
Key Financial Inc
Pennsylvania
$175K +$31 +1 +0%
CT
809
Colonial Trust
South Carolina
$172K +$3.77K +121 +2%
WSCM
810
Wellington Shields Capital Management
New York
$169K -$12.3K -395 -7%
MA
811
MCF Advisors
Kentucky
$149K +$7.41K +238 +5%
MCI
812
MRP Capital Investments
Georgia
$144K
HPWM
813
High Point Wealth Management
New Jersey
$144K +$1.43K +46 +1%
MWA
814
Medallion Wealth Advisors
Connecticut
$131K +$5.79K +186 +5%
FFA
815
Founders Financial Alliance
North Carolina
$130K +$8.38K +269 +7%
FA
816
Fedenia Advisers
Wisconsin
$124K +$127K +4,082 New
NEWAS
817
N.E.W. Advisory Services
Wisconsin
$119K -$12.5K -400 -9%
SAM
818
Smartleaf Asset Management
Massachusetts
$116K
WP
819
WealthShield Partners
North Carolina
$115K -$75.3K -2,418 -39%
SAS
820
Stelac Advisory Services
New York
$109K +$112K +3,581 New
ACA
821
Aptus Capital Advisors
Alabama
$109K -$7.29K -234 -6%
USB
822
Union Savings Bank
Connecticut
$108K
LFASL
823
Lugano Financial Advisors SA (LFA)
Switzerland
$98.7K -$5.48K -176 -5%
JEST
824
JTC Employer Solutions Trustee
Jersey
$92K -$99.7K -3,200 -52%
BTD
825
BankPlus Trust Department
Mississippi
$91.5K