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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
251
GSB Wealth Management
Connecticut
$2.08M -$640K -20,557 -23%
FCM
252
Fell Capital Management
California
$2.07M +$2.09M +66,984 New
CRC
253
Curi RMB Capital
Illinois
$2.07M -$109K -3,504 -5%
CCA
254
Checchi Capital Advisers
California
$2.07M -$2.16M -69,268 -51%
SFA
255
Sequoia Financial Advisors
Ohio
$2.06M -$2.33M -74,848 -53%
GWM
256
Geneos Wealth Management
Colorado
$2.04M -$247K -7,932 -11%
AC
257
AlphaCore Capital
California
$2.03M +$1.82M +58,361 +815%
IAIM
258
International Assets Investment Management
Florida
$2.02M -$456K -14,631 -18%
TPA
259
Trivium Point Advisory
Connecticut
$2.02M +$33.8K +1,085 +2%
MYIA
260
Mount Yale Investment Advisors
Colorado
$2.02M +$1.49M +47,805 +276%
VAS
261
Vestmark Advisory Solutions
Massachusetts
$2.02M +$2.03M +65,097 New
CA
262
Crewe Advisors
Utah
$2.01M -$163K -5,239 -7%
WAP
263
Wealthcare Advisory Partners
Pennsylvania
$2M -$582K -18,704 -22%
GCA
264
Greenwood Capital Associates
South Carolina
$1.99M -$10.8K -346 -0.5%
BCP
265
Berkeley Capital Partners
Georgia
$1.98M +$32.5K +1,043 +2%
WDA
266
Wendell David Associates
New Hampshire
$1.96M
NAM
267
NorthCrest Asset Manangement
Minnesota
$1.93M +$131K +4,222 +7%
ClearBridge Investments
268
ClearBridge Investments
New York
$1.93M -$49.8K -1,600 -3%
AQR Capital Management
269
AQR Capital Management
Connecticut
$1.92M +$284K +9,125 +17%
SWM
270
Stronghold Wealth Management
Florida
$1.91M +$1.93M +61,852 New
BEI
271
Benjamin Edwards Inc
Missouri
$1.91M +$151K +4,856 +9%
IWA
272
IBEX Wealth Advisors
New Jersey
$1.91M -$172K -5,510 -8%
FF
273
Farrell Financial
New York
$1.91M +$8.04K +258 +0.4%
MWM
274
Moran Wealth Management
Florida
$1.9M +$269K +8,649 +16%
CNFG
275
Creegan & Nassoura Financial Group
New Hampshire
$1.88M +$68K +2,182 +4%