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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
251
Cordatus Wealth Management
Pennsylvania
$2.29M +$2.28M +72,486 New
FHA
252
Flagship Harbor Advisors
Massachusetts
$2.28M +$1.62M +51,528 +247%
Bessemer Group
253
Bessemer Group
New Jersey
$2.28M
MPCG
254
Matrix Private Capital Group
New York
$2.24M +$110K +3,499 +5%
LFAS
255
Level Four Advisory Services
Texas
$2.23M +$499K +15,857 +29%
FWA
256
FOCUS Wealth Advisors
Texas
$2.2M +$23.6K +751 +1%
GC
257
Guggenheim Capital
Illinois
$2.18M -$235K -7,470 -10%
CC
258
Courier Capital
New York
$2.16M +$1.18M +37,333 +119%
LHWM
259
Lake Hills Wealth Management
Texas
$2.16M +$106K +3,374 +5%
IAS
260
Insigneo Advisory Services
Florida
$2.15M +$171K +5,420 +9%
WB
261
WesBanco Bank
West Virginia
$2.15M +$157K +4,990 +8%
SFI
262
SPC Financial Inc
Maryland
$2.15M -$28.3K -900 -1%
BBL
263
Beck Bode LLC
Massachusetts
$2.14M -$450K -14,292 -17%
LCWP
264
Legacy Capital Wealth Partners
Arkansas
$2.13M +$2.13M +67,535 New
SG
265
Sharper & Granite
California
$2.13M -$182K -5,785 -8%
SEI Investments
266
SEI Investments
Pennsylvania
$2.12M -$55.3K -1,757 -3%
KPWS
267
Kestra Private Wealth Services
Texas
$2.12M -$86.2K -2,738 -4%
MCM
268
McRae Capital Management
New Jersey
$2.11M
AWM
269
Ariadne Wealth Management
California
$2.11M +$2.11M +66,903 New
ASN
270
Advisory Services Network
Georgia
$2.08M -$41.3K -1,312 -2%
IWC
271
Integrated Wealth Concepts
Massachusetts
$2.06M +$17.1K +544 +0.8%
DWM
272
Destination Wealth Management
California
$2.06M -$10.3K -326 -0.5%
CIA
273
Concurrent Investment Advisors
Florida
$2.05M +$404K +12,843 +25%
SC
274
Sierra Capital
Florida
$2.04M +$277K +8,795 +16%
WF
275
Wayfinding Financial
Washington
$2.04M -$3.15K -100 -0.2%