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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
826
Ancora Advisors
Ohio
$200K +$331 +11 +0.2%
WSC
827
Wellington Shields & Co
New York
$199K +$10.2K +340 +6%
MCI
828
MRP Capital Investments
Georgia
$192K +$47.4K +1,575 +34%
JEST
829
JTC Employer Solutions Trustee
Jersey
$190K
NEAM
830
New England Asset Management
Connecticut
$184K
WB
831
Webster Bank
Connecticut
$180K -$13.5K -450 -7%
AG
832
AmeriFlex Group
Nevada
$179K -$228K -7,570 -57%
JFGIW
833
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$170K
VWWMG
834
Vermillion & White Wealth Management Group
Pennsylvania
$169K
ZBNA
835
Zions Bancorporation, National Association
Utah
$169K
BLC
836
Brown, Lisle/Cummings
Rhode Island
$167K -$3.01K -100 -2%
MA
837
MCF Advisors
Kentucky
$167K +$163K +5,428 New
BNP Paribas Financial Markets
838
BNP Paribas Financial Markets
France
$165K +$160K +5,306 +6,633%
NL
839
NVWM LLC
Pennsylvania
$157K +$37K +1,228 +32%
RS
840
Rakuten Securities
Japan
$142K +$86.8K +2,885 +164%
Kayne Anderson Rudnick Investment Management
841
Kayne Anderson Rudnick Investment Management
California
$141K -$4.1M -136,238 -97%
CIA
842
Choate Investment Advisors
Massachusetts
$140K +$138K +4,570 New
GM
843
GeoWealth Management
Illinois
$133K +$130K +4,328 New
HCM
844
Hollencrest Capital Management
California
$131K +$2.2K +73 +2%
WSCM
845
Wellington Shields Capital Management
New York
$126K +$15.2K +505 +14%
MWA
846
Medallion Wealth Advisors
Connecticut
$115K +$5.63K +187 +5%
USB
847
Union Savings Bank
Connecticut
$111K
CA
848
Clearstead Advisors
Ohio
$109K -$12.1K -401 -10%
CSC
849
Cove Street Capital
California
$107K
BFP
850
Briaud Financial Planning
Texas
$106K +$9.18K +305 +10%