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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LHC
251
Little House Capital
Massachusetts
$2.52M +$116K +3,568 +5%
HWM
252
Howard Wealth Management
Connecticut
$2.51M -$207K -6,332 -7%
DI
253
Disciplined Investments
Oklahoma
$2.5M +$816 +25 +0%
MPCG
254
Matrix Private Capital Group
New York
$2.49M -$13.5K -413 -0.5%
ONB
255
Old National Bancorp
Indiana
$2.49M -$1.04M -31,943 -29%
GWAM
256
Guardian Wealth Advisors (Minnesota)
Minnesota
$2.49M -$300K -9,178 -10%
CW
257
CreativeOne Wealth
Kansas
$2.48M +$215K +6,577 +9%
SEI Investments
258
SEI Investments
Pennsylvania
$2.48M +$512K +15,679 +25%
CIA
259
Concurrent Investment Advisors
Florida
$2.47M +$181K +5,544 +8%
SAG
260
SageView Advisory Group
California
$2.47M +$24.8K +759 +1%
FNC
261
First National Corp
Massachusetts
$2.47M +$131K +4,015 +5%
NFG
262
Nations Financial Group
Iowa
$2.45M +$2.08M +63,683 +445%
GDP
263
Great Diamond Partners
Maine
$2.45M +$22.3K +683 +0.9%
MOS
264
MGO One Seven
Ohio
$2.44M -$168K -5,159 -6%
AWA
265
Arkadios Wealth Advisors
Georgia
$2.44M -$535K -16,384 -17%
GWM
266
Geneos Wealth Management
Colorado
$2.42M -$71.7K -2,197 -3%
CL
267
CIM LLC
New York
$2.41M +$2.5M +76,572 New
MA
268
Mutual Advisors
Nebraska
$2.4M -$63.3K -1,940 -3%
CWMS
269
Cannon Wealth Management Services
North Carolina
$2.38M -$238K -7,293 -9%
FGA
270
Fortis Group Advisors
New Jersey
$2.38M -$20.6K -630 -0.8%
DSC
271
Duncker Streett & Co
Missouri
$2.37M -$139K -4,254 -5%
TB
272
Treynor Bancshares
Iowa
$2.36M -$102K -3,125 -4%
NB
273
NBT Bank
New York
$2.34M -$75.6K -2,315 -3%
IAS
274
Insigneo Advisory Services
Florida
$2.34M +$109K +3,350 +5%
DJSG
275
D.J. St. Germain
Massachusetts
$2.32M -$16K -491 -0.7%