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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GT
826
Glenmede Trust
Pennsylvania
$109K +$3.15K +98 +3%
FMII
827
Farmers & Merchants Investments Inc
Nebraska
$99.9K -$4.75K -148 -4%
CTA
828
Colonial Trust Advisors
South Carolina
$97.6K -$28.6K -892 -22%
CA
829
Clearstead Advisors
Ohio
$95.8K – – –
TFGT
830
TS Financial Group (TSFG)
Illinois
$95K +$289 +9 +0.3%
JEST
831
JTC Employer Solutions Trustee
Jersey
$94K – – –
BFPW
832
BOK Financial Private Wealth
Colorado
$90.8K – – –
TFP
833
Tilia Fiduciary Partners
North Carolina
$82.8K -$15.5K -483 -15%
GI
834
Gradient Investments
Minnesota
$81.4K – – –
EL
835
EMFO LLC
Florida
$79.6K – – –
AWM
836
Activest Wealth Management
Florida
$76.8K +$79.7K +2,482 New
HBW
837
Hazlett, Burt & Watson
West Virginia
$76K -$9.54K -297 -11%
MFT
838
Moisand Fitzgerald Tamayo
Florida
$75.9K – – –
GM
839
GeoWealth Management
Illinois
$75K +$61K +1,898 +382%
PP
840
PrairieView Partners
Minnesota
$74K – – –
GWSA
841
Global Wealth Strategies & Associates
Colorado
$71.5K -$4.19M -130,615 -98%
JFG
842
JDM Financial Group
Texas
$69.8K – – –
CMANY
843
Capital Management Associates (New York)
New York
$67.1K – – –
TF
844
Tompkins Financial
New York
$63.5K – – –
SWM
845
Sugarloaf Wealth Management
Georgia
$62.9K +$128 +4 +0.2%
NSG
846
Nalls Sherbakoff Group
Tennessee
$60.3K +$62.6K +1,950 New
IGWM
847
ICA Group Wealth Management
Colorado
$57.8K -$207K -6,453 -78%
NHT
848
New Hampshire Trust
New Hampshire
$56.2K -$53.2K -1,655 -48%
RA
849
Rise Advisors
New York
$55.6K +$642 +20 +1%
PP
850
Pacifica Partners
Canada
$55.6K -$482 -15 -0.8%