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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SC
201
Sykon Capital
New York
$3.21M +$1.94M +60,950 +158%
WDA
202
Wendell David Associates
New Hampshire
$3.19M -$1.02M -32,100 -24%
ALC
203
Alexander Labrunerie & Co
Missouri
$3.17M +$3.13M +98,322 New
MA
204
Mutual Advisors
Nebraska
$3.14M -$134K -4,219 -4%
PMAM
205
Penn Mutual Asset Management
Pennsylvania
$3.14M – – –
AI
206
Atria Investments
North Carolina
$3.13M +$166K +5,199 +6%
CAM
207
Congress Asset Management
Massachusetts
$3.09M -$83.7K -2,625 -3%
PCM
208
Palouse Capital Management
Washington
$3.03M -$198K -6,214 -6%
CST
209
Charles Schwab Trust
Nevada
$3.02M +$974K +30,546 +48%
KFP
210
KMG Fiduciary Partners
Ohio
$2.98M +$148K +4,635 +5%
HWM
211
Howard Wealth Management
Connecticut
$2.94M +$122K +3,838 +4%
SC
212
SouthState Corp
Florida
$2.93M -$395K -12,393 -12%
RBFC
213
Roman Butler Fullerton & Co
Missouri
$2.93M -$358K -11,245 -11%
HSBC Holdings
214
HSBC Holdings
United Kingdom
$2.91M +$465K +14,595 +19%
SAG
215
SageView Advisory Group
California
$2.89M -$769K -24,117 -61%
RWP
216
RWA Wealth Partners
Massachusetts
$2.89M +$294K +9,216 +11%
BIP
217
Bouvel Investment Partners
Pennsylvania
$2.85M -$104K -3,261 -4%
DBIA
218
Dumont & Blake Investment Advisors
New Jersey
$2.78M -$5.16K -162 -0.2%
SVWAG
219
Sound View Wealth Advisors Group
Georgia
$2.78M -$86.7K -2,721 -3%
TWP
220
Tempus Wealth Planning
California
$2.78M -$21.4K -671 -0.8%
GWAM
221
Guardian Wealth Advisors (Minnesota)
Minnesota
$2.76M +$41.3K +1,294 +2%
ES
222
Eagle Strategies
New York
$2.73M +$1.8M +56,405 +199%
NSB
223
Norway Savings Bank
Maine
$2.73M -$59.6K -1,871 -2%
DI
224
Disciplined Investments
Oklahoma
$2.71M +$4.84K +152 +0.2%
SCM
225
SOL Capital Management
Maryland
$2.71M +$211K +6,625 +9%