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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
351
Merit Financial Group
Georgia
$1.15M +$1.28K +41 +0.1%
TWP
352
Tempus Wealth Planning
California
$1.14M +$627K +20,018 +113%
TBT
353
Texas Bank & Trust
Texas
$1.14M +$17.2K +550 +1%
CA
354
CGN Advisors
Kansas
$1.13M +$83.2K +2,656 +8%
NEPWA
355
New England Private Wealth Advisors
Massachusetts
$1.13M +$16.1K +514 +1%
RA
356
Rockingstone Advisors
Massachusetts
$1.11M +$24.6K +785 +2%
KA
357
Kovack Advisors
Florida
$1.1M -$43.6K -1,391 -4%
MBT
358
Montecito Bank & Trust
California
$1.1M -$71.1K -2,272 -6%
FWM
359
ForthRight Wealth Management
Georgia
$1.1M -$166K -5,307 -13%
SFG
360
Seamount Financial Group
Colorado
$1.1M +$146K +4,667 +15%
SEP
361
Signature Equity Partners
Ohio
$1.09M +$118K +3,764 +12%
BEI
362
Benjamin Edwards Inc
Missouri
$1.09M -$811K -25,899 -42%
FFN
363
Focus Financial Network
Minnesota
$1.09M -$168K -5,374 -13%
PA
364
PFG Advisors
Arizona
$1.08M -$6.17K -197 -0.5%
SW
365
SVB Wealth
Massachusetts
$1.08M -$237K -7,579 -18%
KOMWMG
366
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.07M +$224K +7,166 +25%
RBC
367
Romano Brothers & Co
Illinois
$1.06M +$38.4K +1,225 +4%
Franklin Resources
368
Franklin Resources
California
$1.06M -$135K -4,322 -11%
NFTC
369
North Forty Two & Co
Oregon
$1.05M -$1.57K -50 -0.1%
SIA
370
Sage Investment Advisers
New York
$1.04M +$182K +5,818 +20%
JFG
371
Jefferies Financial Group
New York
$1.04M +$358K +11,440 +50%
AWM
372
Accel Wealth Management
Iowa
$1.03M -$4.17K -133 -0.4%
IIM
373
Ipswich Investment Management
Massachusetts
$1.03M – – –
CGH
374
CMG Global Holdings
Texas
$1.02M -$14.2K -452 -1%
FWP
375
Falcon Wealth Planning
California
$1.02M -$47.1K -1,503 -4%