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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AW
901
Avion Wealth
Texas
$77K – – –
MFT
902
Moisand Fitzgerald Tamayo
Florida
$76.7K – – –
PA
903
PSI Advisors
Florida
$75.9K +$8.94K +284 +13%
CMANY
904
Capital Management Associates (New York)
New York
$67.8K – – –
TFGT
905
TS Financial Group (TSFG)
Illinois
$67K -$6.55K -208 -9%
FAM
906
Family Asset Management
South Carolina
$63.1K -$236K -7,501 -79%
WB
907
Webster Bank
Connecticut
$58.9K – – –
OC
908
Oakworth Capital
Alabama
$57.8K – – –
PGAM
909
Princeton Global Asset Management
New Jersey
$52.1K – – –
HBW
910
Hazlett, Burt & Watson
West Virginia
$49K -$10.5K -335 -18%
TPCM
911
Templeton & Phillips Capital Management
Tennessee
$48.3K – – –
WSCM
912
Wellington Shields Capital Management
New York
$45.2K +$94 +3 +0.2%
JFG
913
JDM Financial Group
Texas
$44.3K – – –
TSMHT
914
Thurston Springer Miller Herd & Titak
Indiana
$43.1K +$43K +1,365 New
GFPC
915
Global Financial Private Client
Florida
$41.7K -$43.3K -1,375 -51%
SR
916
Syntax Research
Florida
$41.7K -$4.28K -136 -9%
JPWM
917
Jamison Private Wealth Management
Georgia
$41.6K -$80.4K -2,555 -66%
NFSG
918
Newbridge Financial Services Group
Florida
$41.6K -$54.9K -1,744 -57%
TCA
919
Trifecta Capital Advisors
Illinois
$41.3K – – –
OLVIG
920
Oliver Lagore Vanvalin Investment Group
Michigan
$39.9K -$2.52K -80 -6%
SWM
921
Sugarloaf Wealth Management
Georgia
$39.4K -$4.91K -156 -11%
TRCT
922
Tower Research Capital (TRC)
New York
$39.3K +$39.3K +1,247 New
HR
923
Howe & Rusling
New York
$39.1K -$8.25K -262 -17%
SWM
924
Sanctuary Wealth Management
Idaho
$38.8K – – –
BCPWM
925
Bradley & Co Private Wealth Management
Florida
$36.1K – – –