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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
851
American Wealth Advisors
Georgia
$161K +$2.99K +96 +2%
MCI
852
MRP Capital Investments
Georgia
$147K -$8.56K -275 -5%
ACA
853
Aptus Capital Advisors
Alabama
$147K -$128K -4,103 -46%
BLC
854
Brown, Lisle/Cummings
Rhode Island
$145K -$23.7K -762 -14%
MA
855
MCF Advisors
Kentucky
$144K
Kayne Anderson Rudnick Investment Management
856
Kayne Anderson Rudnick Investment Management
California
$143K
NL
857
NVWM LLC
Pennsylvania
$139K
CI
858
CX Institutional
Indiana
$135K -$427K -13,704 -76%
MWA
859
Medallion Wealth Advisors
Connecticut
$130K +$2.4K +77 +2%
CTWM
860
Cherry Tree Wealth Management
Minnesota
$123K -$126K -4,046 -50%
LFASL
861
Lugano Financial Advisors SA (LFA)
Switzerland
$123K +$103K +3,319 +518%
SAM
862
Smartleaf Asset Management
Massachusetts
$118K +$118K +3,777 +47,213%
MI
863
Motiv8 Investments
Florida
$111K +$112K +3,600 New
USB
864
Union Savings Bank
Connecticut
$110K +$110K +3,539 New
HPIA
865
Hamilton Point Investment Advisors
North Carolina
$107K +$108K +3,464 New
BTD
866
BankPlus Trust Department
Mississippi
$92.9K
S
867
SignatureFD
Georgia
$92K
AFG
868
Albion Financial Group
Utah
$91.3K
NSG
869
Nalls Sherbakoff Group
Tennessee
$88.7K
VWM
870
Vermillion Wealth Management
Minnesota
$88.6K -$6.29K -202 -7%
PWPS
871
Pinnacle Wealth Planning Services
Ohio
$86K -$247K -7,945 -74%
LWM
872
Lodestone Wealth Management
Washington
$85K +$85.5K +2,745 New
ECA
873
Elevated Capital Advisors
Utah
$84.8K +$85.3K +2,739 New
VNIM
874
Vaughan Nelson Investment Management
Texas
$84.7K +$85.2K +2,735 New
PP
875
Pacifica Partners
Canada
$84.7K +$5.76K +185 +7%