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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
351
Carret Asset Management
New York
$922K +$88.2K +2,459 +9%
SW
352
SkyOak Wealth
Michigan
$908K +$161K +4,488 +19%
NG
353
Northstar Group
New York
$903K -$87K -2,425 -8%
AIC
354
Ameritas Investment Company
Nebraska
$892K +$259K +7,220 +34%
Lido Advisors
355
Lido Advisors
California
$891K +$345K +9,612 +52%
CAMG
356
CWA Asset Management Group
Florida
$889K +$115K +3,201 +13%
EWM
357
Evercore Wealth Management
New York
$887K -$714K -19,900 -42%
VA
358
Valmark Advisers
Ohio
$883K -$37.2K -1,038 -4%
CWM
359
Connecticut Wealth Management
Connecticut
$880K -$100K -2,795 -9%
OIM
360
Opus Investment Management
Massachusetts
$877K
ZCA
361
Zeke Capital Advisors
Pennsylvania
$870K
SBWM
362
Sunflower Bank Wealth Management
Arizona
$869K -$50.6K -1,410 -5%
NEPWA
363
New England Private Wealth Advisors
Massachusetts
$857K -$26.9K -750 -3%
IFO
364
Independent Family Office
New York
$855K
GPA
365
Guidance Point Advisors
Massachusetts
$854K -$22.3K -623 -2%
RCA
366
Ranch Capital Advisors
Florida
$827K +$245K +6,827 +36%
RRWA
367
Rainey & Randall Wealth Advisors
Florida
$815K +$28.5K +794 +3%
RCAG
368
Rehmann Capital Advisory Group
Michigan
$814K +$917K +25,579 New
NGA
369
Naples Global Advisors
Florida
$811K +$914K +25,476 New
MOS
370
MGO One Seven
Ohio
$808K -$83.5K -2,329 -8%
EFS
371
Essex Financial Services
Connecticut
$805K +$153K +4,260 +20%
Northern Trust
372
Northern Trust
Illinois
$801K -$124K -3,454 -12%
KWMG
373
King Wealth Management Group
Florida
$798K +$114K +3,175 +15%
PBF
374
Petix & Botte Financial
California
$797K -$313K -8,726 -26%
G
375
GenTrust
Florida
$794K +$377K +10,510 +71%