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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAS
826
Stelac Advisory Services
New York
$109K +$112K +3,581 New
ACA
827
Aptus Capital Advisors
Alabama
$109K -$7.29K -234 -6%
USB
828
Union Savings Bank
Connecticut
$108K – – –
LFASL
829
Lugano Financial Advisors SA (LFA)
Switzerland
$98.7K -$5.48K -176 -5%
JEST
830
JTC Employer Solutions Trustee
Jersey
$92K -$99.7K -3,200 -52%
BTD
831
BankPlus Trust Department
Mississippi
$91.5K – – –
AFG
832
Albion Financial Group
Utah
$89.9K – – –
VWM
833
Vermillion Wealth Management
Minnesota
$88.9K +$1.15K +37 +1%
SNBOSCI
834
Security National Bank of Sioux City Iowa
Iowa
$88.4K +$90.3K +2,900 New
BBHC
835
Brown Brothers Harriman & Co
New York
$87.5K +$56.7K +1,820 +173%
NSG
836
Nalls Sherbakoff Group
Tennessee
$87.4K – – –
APFP
837
Action Point Financial Planning
Michigan
$85.5K +$87.3K +2,803 New
WAG
838
Windsor Advisory Group
Ohio
$85.4K +$87.2K +2,800 New
CNBT
839
Cornerstone National Bank & Trust
Illinois
$79.2K – – –
ECA
840
Elevated Capital Advisors
Utah
$78.8K – – –
PP
841
Pacifica Partners
Canada
$76.9K – – –
AWM
842
Activest Wealth Management
Florida
$75.7K -$937K -30,092 -92%
CFD
843
Creative Financial Designs
Indiana
$75.3K – – –
CPG
844
Cornerstone Planning Group
New Jersey
$75K +$1.03K +33 +1%
WIM
845
Westside Investment Management
California
$74.9K – – –
TC
846
Trust Company
Kansas
$74.7K +$35.2K +1,130 +86%
RPC
847
Rossmore Private Capital
Connecticut
$68.6K – – –
TFGT
848
TS Financial Group (TSFG)
Illinois
$64K +$125 +4 +0.2%
EWA
849
EverSource Wealth Advisors
Alabama
$63.5K +$61.3K +1,969 +1,727%
PCA
850
Providence Capital Advisors
North Carolina
$62.7K – – –