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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EL
851
EMFO LLC
Florida
$176K +$125K +3,187 +236%
OC
852
Oakworth Capital
Alabama
$173K
ACG
853
Allen Capital Group
Nebraska
$163K -$50K -1,275 -23%
FCM
854
Firestone Capital Management
Florida
$156K
LF
855
Lee Financial
Texas
$156K
MFA
856
McClarren Financial Advisors
Pennsylvania
$147K +$1.69K +43 +1%
HWA
857
HHM Wealth Advisors
Tennessee
$142K
PSC
858
Piper Sandler & Co
Minnesota
$140K +$141K +3,600 New
Cohen & Steers
859
Cohen & Steers
New York
$137K +$138K +3,522 New
SCA
860
Stonebridge Capital Advisors
Minnesota
$134K -$118K -3,000 -46%
JEST
861
JTC Employer Solutions Trustee
Jersey
$117K
EWM
862
EPG Wealth Management
Georgia
$114K +$115K +2,927 New
WFA
863
Wells Financial Advisors
Massachusetts
$112K
WOSD
864
WFA of San Diego
California
$105K +$106K +2,699 New
CA
865
Clearstead Advisors
Ohio
$100K -$64.4K -1,642 -39%
GI
866
Gradient Investments
Minnesota
$100K -$39 -1 -0%
FRA
867
Front Row Advisors
California
$100K
MRCM
868
M&R Capital Management
New Jersey
$97K
FF
869
FourThought Financial
Florida
$95K
WT
870
Washington Trust
Rhode Island
$93K -$16.5K -420 -15%
CWA
871
Clearview Wealth Advisors
Oregon
$86K +$1.02K +26 +1%
BFEC
872
Benjamin F. Edwards & Company
Missouri
$86K +$2.24K +57 +3%
MFT
873
Moisand Fitzgerald Tamayo
Florida
$85K
BWM
874
Baystate Wealth Management
Massachusetts
$85K +$431 +11 +0.5%
TLFA
875
True Link Financial Advisors
California
$84K -$2.63K -67 -8%