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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TC
1001
Truvestments Capital
Florida
$59K +$622 +16 +1%
CIA
1002
Choate Investment Advisors
Massachusetts
$59K +$58.3K +1,500 New
AF
1003
Affiance Financial
Minnesota
$56K
LAS
1004
Lloyd Advisory Services
Georgia
$55K +$350 +9 +0.6%
GFPC
1005
Global Financial Private Client
Florida
$54.2K +$53.4K +1,375 New
WB
1006
Webster Bank
Connecticut
$50K +$28.8K +742 +143%
TFS
1007
TrustCore Financial Services
Tennessee
$49K
CWS
1008
Confluence Wealth Services
Pennsylvania
$49K +$49.3K +1,268 New
CFRPA
1009
Castle Financial & Retirement Planning Associates
New Jersey
$49K +$51.7K +1,330 New
VRM
1010
Vectors Research Management
New York
$48K
PP
1011
PrairieView Partners
Minnesota
$47K
OSNBOA
1012
Old Second National Bank of Aurora
Illinois
$47K +$15.5K +400 +47%
BCPWM
1013
Bradley & Co Private Wealth Management
Florida
$45K
LWA
1014
Lowe Wealth Advisors
Maryland
$44K
BAM
1015
Bellevue Asset Management
Washington
$44K +$155 +4 +0.4%
BA
1016
Ballast Advisors
Minnesota
$44K +$466 +12 +1%
AA
1017
Addison Advisors
Vermont
$44K +$43.4K +1,118 New
RPCONE
1018
Retirement Planning Company of New England
Rhode Island
$43K +$42.7K +1,100 New
SC
1019
Solstein Capital
California
$42K
BCV
1020
Banque Cantonale Vaudoise
Switzerland
$39K +$38.9K +1,000 New
CCM
1021
Covington Capital Management
California
$39K +$38.9K +1,000 New
SF
1022
SBK Financial
Virginia
$37K +$36.9K +950 New
CC
1023
Corsicana & Co
Texas
$36K
ARMC
1024
American Research & Management Company
Massachusetts
$35K -$11.7K -300 -25%
LS
1025
Leelyn Smith
Illinois
$35K +$34.9K +897 New