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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ECM
376
Elgethun Capital Management
South Dakota
$738K -$11.8K -329 -2%
CSA
377
Cottage Street Advisors
Massachusetts
$720K -$97K -2,699 -12%
AWM
378
Affinity Wealth Management
Delaware
$716K – – –
FAIM
379
Financial Advocates Investment Management
Washington
$716K +$5.93K +165 +0.9%
UB
380
UMB Bank
Missouri
$714K +$21.2K +589 +3%
GC
381
Guggenheim Capital
Illinois
$712K -$449K -12,499 -39%
SCM
382
Stonehearth Capital Management
Massachusetts
$710K – – –
TA
383
TCG Advisors
Texas
$709K -$181K -5,043 -21%
Vanguard Capital Wealth Advisors
384
Vanguard Capital Wealth Advisors
Colorado
$704K -$40.9K -1,139 -6%
JWA
385
JFS Wealth Advisors
Pennsylvania
$704K +$683 +19 +0.1%
CCT
386
Capital City Trust
Florida
$704K +$20K +556 +3%
AW
387
ACG Wealth
Georgia
$702K +$28.1K +782 +4%
CA
388
Crewe Advisors
Utah
$701K -$132K -3,670 -16%
GEA
389
Glen Eagle Advisors
New Jersey
$692K -$72 -2 -0%
RVPG
390
Relative Value Partners Group
$691K -$26.8K -745 -4%
PPP
391
Private Portfolio Partners
New Jersey
$690K +$68.3K +1,901 +11%
CHA
392
Carmichael Hill & Associates
Maryland
$687K -$32K -890 -5%
CT
393
Coastline Trust
Rhode Island
$685K +$21.6K +600 +3%
GFS
394
GYL Financial Synergies
Connecticut
$681K +$70.4K +1,960 +12%
WPW
395
Waldron Private Wealth
Pennsylvania
$677K -$305K -8,481 -31%
WCG
396
Weaver Consulting Group
California
$672K +$657K +18,286 New
CFG
397
Citizens Financial Group
Rhode Island
$670K -$59.3K -1,650 -8%
TWA
398
TCI Wealth Advisors
Arizona
$670K +$180K +4,996 +37%
FWM
399
FFT Wealth Management
Pennsylvania
$662K +$276K +7,682 +74%
SWM
400
Sanctuary Wealth Management
Idaho
$661K – – –