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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ETI
876
Enterprise Trust & Investment
California
$62K
RIM
877
Rockbridge Investment Management
New York
$59.3K -$478K -14,139 -89%
RA
878
Rise Advisors
New York
$59K +$609 +18 +1%
EW
879
Element Wealth
Mississippi
$59K +$711 +21 +1%
BWM
880
Baystate Wealth Management
Massachusetts
$58K -$24.4K -722 -29%
BFPW
881
BOK Financial Private Wealth
Colorado
$56K +$57.8K +1,708 New
HNWAG
882
High Net Worth Advisory Group
Florida
$53K -$33.8K -1,000 -38%
TIM
883
Tortoise Investment Management
New York
$53K
CWP
884
Concord Wealth Partners
Virginia
$53K +$27.5K +813 +103%
PB
885
Pinnacle Bancorp
Nebraska
$51K +$52.5K +1,550 New
WWP
886
WR Wealth Planners
Missouri
$50.6K
CLOS
887
Compagnie Lombard Odier SCmA
Switzerland
$49K
BSB
888
Bangor Savings Bank
Maine
$49K +$50.8K +1,500 New
BCMLT
889
Beacon Capital Management LLC (Tennessee)
Tennessee
$48K
AF
890
Affiance Financial
Minnesota
$47K
AIA
891
Armor Investment Advisors
North Carolina
$47K
CAGAS
892
Capital Advisory Group Advisory Services
Minnesota
$46K -$70.1K -2,070 -60%
HPC
893
HM Payson & Co
Maine
$46K -$3.38K -100 -7%
OLVIG
894
Oliver Lagore Vanvalin Investment Group
Michigan
$46K -$169 -5 -0.4%
TC
895
Truvestments Capital
Florida
$46K +$47.1K +1,392 New
BI
896
Bramshill Investments
Florida
$45K -$4.78M -141,346 -99%
BMD
897
Better Money Decisions
New Mexico
$45K +$46.5K +1,375 New
WSC
898
Wellington Shields & Co
New York
$44K +$45.7K +1,350 New
TFS
899
TrustCore Financial Services
Tennessee
$41K
VRM
900
Vectors Research Management
New York
$40K +$4.23K +125 +11%