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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HBW
851
Hazlett, Burt & Watson
West Virginia
$68K -$5.66K -185 -8%
SIS
852
Strategic Investment Solutions
Illinois
$64.8K -$429K -14,032 -87%
TF
853
Tompkins Financial
New York
$62.9K
OP
854
ORG Partners
Indiana
$59.5K +$58.7K +1,918 New
NSG
855
Nalls Sherbakoff Group
Tennessee
$59.4K
PP
856
Pacifica Partners
Canada
$55.7K +$214 +7 +0.4%
SWM
857
Sugarloaf Wealth Management
Georgia
$54.4K -$7.8K -255 -13%
OLVIG
858
Oliver Lagore Vanvalin Investment Group
Michigan
$52.8K +$10.2K +333 +24%
TFP
859
Tilia Fiduciary Partners
North Carolina
$52.4K -$29.3K -958 -36%
VF
860
VitalStone Financial
Texas
$51K +$52.3K +1,708 New
GWSA
861
Global Wealth Strategies & Associates
Colorado
$48.6K -$22K -720 -31%
PB
862
Pinnacle Bancorp
Nebraska
$47.9K
PG
863
Proffitt & Goodson
Tennessee
$47K -$158K -5,168 -77%
JFG
864
JDM Financial Group
Texas
$43.5K -$25.4K -830 -37%
CSC
865
Caldwell Sutter Capital
California
$42.8K +$37.7K +1,231 +799%
CT
866
Cambridge Trust
Massachusetts
$42.5K
NRG
867
Nemes Rush Group
Michigan
$40.7K +$40.3K +1,316 New
SWM
868
Sanctuary Wealth Management
Idaho
$38K +$37.6K +1,230 New
PK
869
Pflug Koory
Nebraska
$38K +$428 +14 +1%
FGAM
870
Financial Gravity Asset Management
Texas
$37.6K
RA
871
Rise Advisors
New York
$37.5K -$17.4K -568 -32%
BCPWM
872
Bradley & Co Private Wealth Management
Florida
$35.4K
CP
873
Castleview Partners
Texas
$34.7K +$6.09K +199 +22%
GFL
874
Granite FO LLC
New Hampshire
$32.7K
WB
875
Webster Bank
Connecticut
$32K