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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
251
Independent Financial Group
California
$2.16M +$797K +22,162 +60%
DBIA
252
Dumont & Blake Investment Advisors
New Jersey
$2.15M -$4.75K -132 -0.2%
LFASL
253
Lugano Financial Advisors SA (LFA)
Switzerland
$2.15M +$63.9K +1,777 +3%
NAM
254
North American Management
Massachusetts
$2.14M -$30.6K -851 -1%
CCP
255
Corient Capital Partners
California
$2.14M -$80.3K -2,232 -4%
CPIG
256
Chicago Partners Investment Group
Illinois
$2.13M -$24.9K -691 -1%
RIA
257
Regal Investment Advisors
Michigan
$2.05M -$7.43M -206,364 -79%
FNBOSM
258
First National Bank of South Miami
Florida
$2.02M +$178K +4,937 +10%
LPIC
259
LeJeune Puetz Investment Counsel
Michigan
$2M +$40.2K +1,117 +2%
NCM
260
Noesis Capital Mangement
Florida
$1.96M +$133K +3,695 +7%
SC
261
SouthState Corp
Florida
$1.94M +$1.92M +53,297 New
LWA
262
Lineweaver Wealth Advisors
Ohio
$1.94M -$179K -4,986 -9%
Mackenzie Financial
263
Mackenzie Financial
Ontario, Canada
$1.93M +$1.1M +30,515 +136%
BAM
264
Belpointe Asset Management
Nevada
$1.92M +$277K +7,688 +17%
SCG
265
Sonata Capital Group
Washington
$1.91M +$5.51K +153 +0.3%
FIM
266
Freedom Investment Management
Connecticut
$1.88M -$250K -6,950 -12%
KWM
267
Kingsview Wealth Management
Oregon
$1.88M -$991K -27,535 -35%
BFPW
268
BOK Financial Private Wealth
Colorado
$1.87M +$1.85M +51,299 New
WSFS
269
Wilmington Savings Fund Society
Delaware
$1.86M -$36.5K -1,014 -2%
WPC
270
White Pine Capital
Minnesota
$1.85M +$51.6K +1,435 +3%
SC
271
Slow Capital
California
$1.85M +$218K +6,060 +14%
WWM
272
Western Wealth Management
Colorado
$1.85M +$147K +4,087 +9%
SAS
273
Sage Advisory Services
Texas
$1.85M +$183K +5,095 +11%
NG
274
Northstar Group
New York
$1.83M +$840K +23,340 +87%
DIP
275
DT Investment Partners
Pennsylvania
$1.81M +$50.6K +1,406 +3%