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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NEAM
801
New England Asset Management
Connecticut
$181K – – –
IWP
802
Icon Wealth Partners
Texas
$179K -$9.48K -310 -5%
TSWM
803
Tyler-Stone Wealth Management
Ohio
$173K +$459 +15 +0.3%
UB
804
UMB Bank
Missouri
$166K – – –
QCG
805
Quadrant Capital Group
Ohio
$158K -$33.2K -1,086 -17%
LOIP
806
Live Oak Investment Partners
Texas
$153K – – –
EWM
807
EPG Wealth Management
Georgia
$151K +$1.34K +44 +0.9%
WP
808
WealthShield Partners
North Carolina
$144K -$1.13K -37 -0.8%
FMP
809
Financial Management Professionals
Texas
$141K -$22.2K -725 -13%
LFASL
810
Lugano Financial Advisors SA (LFA)
Switzerland
$132K -$62.1K -2,031 -32%
AF
811
Advisornet Financial
Minnesota
$131K -$6.79K -222 -5%
MFA
812
McClarren Financial Advisors
Pennsylvania
$127K +$1.96K +64 +2%
FWM
813
Focused Wealth Management
New York
$126K +$1.04K +34 +0.8%
WT
814
Washington Trust
Rhode Island
$121K -$94.8K -3,100 -44%
USB
815
Union Savings Bank
Connecticut
$117K -$4.07K -133 -3%
BCM
816
Basso Capital Management
Connecticut
$115K +$7.12K +233 +7%
AP
817
Atwood & Palmer
Missouri
$110K -$288K -9,438 -72%
CSPIA
818
Cary Street Partners Investment Advisory
Virginia
$109K -$13.8K -450 -11%
CTA
819
Colonial Trust Advisors
South Carolina
$108K +$14K +458 +15%
GT
820
Glenmede Trust
Pennsylvania
$103K -$2.32K -76 -2%
FMII
821
Farmers & Merchants Investments Inc
Nebraska
$101K +$4.25K +139 +4%
First Manhattan
822
First Manhattan
New York
$100K +$5.07K +166 +5%
CFD
823
Creative Financial Designs
Indiana
$96.4K -$11.2K -367 -10%
BFP
824
Briaud Financial Planning
Texas
$95K +$96.5K +3,158 New
ACA
825
Atlas Capital Advisors
Wyoming
$93.7K – – –