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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
226
Cordatus Wealth Management
Pennsylvania
$3.03M +$763K +23,360 +32%
SCM
227
SOL Capital Management
Maryland
$3.03M +$46.7K +1,430 +2%
IAS
228
IMA Advisory Services
Colorado
$3.02M -$8.16K -250 -0.3%
BIP
229
Bouvel Investment Partners
Pennsylvania
$3.01M +$32.5K +994 +1%
AWM
230
Aprio Wealth Management
Georgia
$3.01M +$431K +13,193 +16%
TPWA
231
TRUE Private Wealth Advisors
Oregon
$2.94M -$1.56M -47,680 -34%
AHIA
232
Andrew Hill Investment Advisors
Florida
$2.9M +$432K +13,225 +17%
RBFC
233
Roman Butler Fullerton & Co
Missouri
$2.89M -$199K -6,080 -6%
SIAP
234
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.88M +$33.3K +1,020 +1%
KFP
235
KMG Fiduciary Partners
Ohio
$2.87M -$102K -3,122 -3%
MA
236
MYDA Advisors
New York
$2.83M +$2.94M +90,000 New
GAA
237
Global Assets Advisory
Florida
$2.82M -$4.02K -123 -0.1%
SC
238
SouthState Corp
Florida
$2.79M -$202K -6,190 -7%
EFS
239
Econ Financial Services
Pennsylvania
$2.78M +$2.88M +88,308 New
MWM
240
Moran Wealth Management
Florida
$2.76M -$1.47M -45,149 -34%
PCM
241
Palouse Capital Management
Washington
$2.72M -$97K -2,972 -3%
EHAM
242
Eagle Harbor Asset Management
Washington
$2.71M +$381K +11,677 +16%
AWA
243
Aletheian Wealth Advisors
Washington
$2.71M +$46.7K +1,430 +2%
SSW
244
Smith Shellnut Wilson
Mississippi
$2.7M +$100K +3,075 +4%
MLM
245
Mount Lucas Management
Pennsylvania
$2.66M +$59.6K +1,826 +2%
IPW
246
Invictus Private Wealth
Colorado
$2.6M +$102K +3,127 +4%
OMC
247
Old Mission Capital
Illinois
$2.6M +$765K +23,444 +40%
DBIA
248
Dumont & Blake Investment Advisors
New Jersey
$2.56M -$174K -5,323 -6%
Thrivent Financial for Lutherans
249
Thrivent Financial for Lutherans
Minnesota
$2.53M -$2.33M -71,342 -47%
LHC
250
Little House Capital
Massachusetts
$2.52M +$116K +3,568 +5%