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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NC
851
NewSquare Capital
Pennsylvania
$180K – – –
EL
852
EMFO LLC
Florida
$176K +$125K +3,187 +236%
OC
853
Oakworth Capital
Alabama
$173K – – –
ACG
854
Allen Capital Group
Nebraska
$163K -$50K -1,275 -23%
FCM
855
Firestone Capital Management
Florida
$156K – – –
LF
856
Lee Financial
Texas
$156K – – –
MFA
857
McClarren Financial Advisors
Pennsylvania
$147K +$1.69K +43 +1%
HWA
858
HHM Wealth Advisors
Tennessee
$142K – – –
PSC
859
Piper Sandler & Co
Minnesota
$140K +$141K +3,600 New
Cohen & Steers
860
Cohen & Steers
New York
$137K +$138K +3,522 New
SCA
861
Stonebridge Capital Advisors
Minnesota
$134K – – –
JEST
862
JTC Employer Solutions Trustee
Jersey
$117K – – –
EWM
863
EPG Wealth Management
Georgia
$114K +$115K +2,927 New
WFA
864
Wells Financial Advisors
Massachusetts
$112K – – –
WOSD
865
WFA of San Diego
California
$105K +$106K +2,699 New
CA
866
Clearstead Advisors
Ohio
$100K -$64.4K -1,642 -39%
GI
867
Gradient Investments
Minnesota
$100K -$39 -1 -0%
FRA
868
Front Row Advisors
California
$100K – – –
MRCM
869
M&R Capital Management
New Jersey
$97K – – –
FF
870
FourThought Financial
Florida
$95K – – –
WT
871
Washington Trust
Rhode Island
$93K -$16.5K -420 -15%
CWA
872
Clearview Wealth Advisors
Oregon
$86K +$1.02K +26 +1%
BFEC
873
Benjamin F. Edwards & Company
Missouri
$86K +$2.24K +57 +3%
MFT
874
Moisand Fitzgerald Tamayo
Florida
$85K – – –
BWM
875
Baystate Wealth Management
Massachusetts
$85K +$431 +11 +0.5%