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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
176
ClearBridge Investments
New York
$3.33M +$89.9K +2,800 +3%
MF
177
Montis Financial
Massachusetts
$3.32M +$3.41M +106,216 New
BRWA
178
B. Riley Wealth Advisors
Florida
$3.31M +$302K +9,403 +10%
PA
179
Perennial Advisors
New York
$3.28M -$1.58M -49,156 -32%
MPWT
180
MassMutual Private Wealth & Trust
Connecticut
$3.25M -$422K -13,143 -11%
CAAM
181
Cornerstone Advisors Asset Management
Pennsylvania
$3.23M +$385K +11,976 +13%
OIA
182
OneDigital Investment Advisors
Kansas
$3.22M +$163K +5,083 +5%
LFAS
183
Level Four Advisory Services
Texas
$3.22M +$395K +12,309 +14%
FTS
184
Fifth Third Securities
Ohio
$3.21M -$21.6K -671 -0.6%
BHWA
185
Beacon Harbor Wealth Advisors
Virginia
$3.14M +$770K +23,991 +31%
GWAM
186
Guardian Wealth Advisors (Minnesota)
Minnesota
$3.07M -$75K -2,336 -2%
NSB
187
Norway Savings Bank
Maine
$2.94M -$13.2K -411 -0.4%
HSBC Holdings
188
HSBC Holdings
United Kingdom
$2.92M +$110K +3,426 +4%
GWM
189
GSB Wealth Management
Connecticut
$2.9M +$78.5K +2,443 +3%
PCM
190
Palouse Capital Management
Washington
$2.89M -$366K -11,396 -11%
MCM
191
McRae Capital Management
New Jersey
$2.89M -$126K -3,915 -4%
SVWAG
192
Sound View Wealth Advisors Group
Georgia
$2.88M +$102K +3,182 +4%
BIP
193
Bouvel Investment Partners
Pennsylvania
$2.85M +$1.52M +47,360 +108%
WT
194
Whittier Trust
California
$2.84M -$101K -3,146 -3%
Bank of New York Mellon
195
Bank of New York Mellon
New York
$2.78M +$645K +20,073 +29%
DBIA
196
Dumont & Blake Investment Advisors
New Jersey
$2.78M +$225K +7,006 +9%
SWM
197
Spire Wealth Management
Virginia
$2.76M +$1.4M +43,622 +97%
PC
198
Prairiewood Capital
North Dakota
$2.74M +$450 +14 +0%
SPC
199
Sigma Planning Corp
Michigan
$2.71M -$105K -3,273 -4%
GAA
200
Global Assets Advisory
Florida
$2.69M +$214K +6,648 +8%