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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
251
Ashton Thomas Private Wealth
Arizona
$2.27M +$928K +29,526 +70%
DJSG
252
D.J. St. Germain
Massachusetts
$2.26M +$52.3K +1,664 +2%
CRC
253
Curi RMB Capital
Illinois
$2.22M +$357K +11,339 +19%
CA
254
Crewe Advisors
Utah
$2.22M +$114K +3,614 +5%
CFG
255
Citizens Financial Group
Rhode Island
$2.19M -$176K -5,593 -7%
IWC
256
Infinity Wealth Counsel
Ohio
$2.15M -$99.4K -3,160 -4%
FA
257
Fagan Associates
New York
$2.14M -$55.9K -1,779 -3%
IWA
258
IBEX Wealth Advisors
New Jersey
$2.12M -$24K -763 -1%
WS
259
Wedbush Securities
California
$2.1M +$14.9K +473 +0.7%
CAM
260
Cresset Asset Management
Illinois
$2.1M +$327K +10,394 +19%
AWM
261
Apollon Wealth Management
South Carolina
$2.09M -$1.75M -55,511 -46%
MPCG
262
Matrix Private Capital Group
New York
$2.09M -$60.2K -1,915 -3%
LCWP
263
Legacy Capital Wealth Partners
Arkansas
$2.09M +$81.4K +2,589 +4%
HWM
264
Hohimer Wealth Management
Washington
$2.06M -$262K -8,333 -11%
HIP
265
HUB Investment Partners
Texas
$2.06M +$267K +8,489 +15%
YMRC
266
Yorktown Management & Research Company
Virginia
$2.06M +$2.04M +65,000 New
SW
267
SVB Wealth
Massachusetts
$2.05M -$570K -18,128 -22%
GCA
268
Greenwood Capital Associates
South Carolina
$2.04M -$2.22M -70,611 -52%
CWM
269
Connecticut Wealth Management
Connecticut
$2.03M +$2.02M +64,188 New
CNBT
270
Canandaigua National Bank & Trust
New York
$2.03M -$9.53K -303 -0.5%
TPA
271
Trivium Point Advisory
Connecticut
$2.03M +$56.9K +1,811 +3%
ClearBridge Investments
272
ClearBridge Investments
New York
$2.02M -$12.6K -400 -0.6%
KFP
273
KMG Fiduciary Partners
Ohio
$2.01M +$27.1K +863 +1%
PRTG
274
Post Resch Tallon Group
New York
$2.01M +$60.4K +1,921 +3%
WDA
275
Wendell David Associates
New Hampshire
$2M -$2.52K -80 -0.1%