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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
276
GSB Wealth Management
Connecticut
$1.76M -$151K -4,836 -8%
SRC
277
Shufro Rose & Co
New York
$1.75M -$99.7K -3,200 -5%
CST
278
Charles Schwab Trust
Nevada
$1.75M +$134K +4,290 +8%
PFS
279
Paller Financial Services
Colorado
$1.73M +$1.77M +56,700 New
ASN
280
Advisory Services Network
Georgia
$1.73M +$73.8K +2,369 +4%
SHFA
281
SS&H Financial Advisors
Michigan
$1.72M +$1.75M +56,325 New
CWRP
282
Cassady Wealth & Retirement Planning
Nevada
$1.72M +$226K +7,240 +15%
SIA
283
Sage Investment Advisers
New York
$1.7M +$660K +21,199 +62%
KWM
284
Kingsview Wealth Management
Oregon
$1.69M -$29.3K -942 -2%
SWA
285
Sax Wealth Advisors
New Jersey
$1.68M +$723K +23,203 +72%
SVWAG
286
Sound View Wealth Advisors Group
Georgia
$1.68M +$3.74K +120 +0.2%
HA
287
HFG Advisors
Ohio
$1.67M -$15.6K -501 -0.9%
MC
288
Mathes Company
New York
$1.64M
VA
289
VestGen Advisors
Illinois
$1.64M +$373K +11,980 +29%
CPIG
290
Chicago Partners Investment Group
Illinois
$1.64M +$97.3K +3,124 +6%
MT
291
Midwest Trust
Kansas
$1.63M -$26.8K -862 -2%
NCM
292
Noesis Capital Mangement
Florida
$1.63M +$37.4K +1,200 +2%
PS
293
Principal Securities
Iowa
$1.63M +$40.1K +1,286 +2%
William Blair & Company
294
William Blair & Company
Illinois
$1.61M -$67.6K -2,171 -4%
CRC
295
Curi RMB Capital
Illinois
$1.6M -$151K -4,841 -8%
RRWA
296
Rainey & Randall Wealth Advisors
Florida
$1.57M +$993K +31,889 +162%
SEI Investments
297
SEI Investments
Pennsylvania
$1.57M -$117K -3,743 -7%
PCS
298
Private Client Services
Kentucky
$1.57M +$97.1K +3,119 +6%
FCFC
299
First Commonwealth Financial Corp
Pennsylvania
$1.56M
MCM
300
McRae Capital Management
New Jersey
$1.54M -$31.9K -1,025 -2%