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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
376
Personal Wealth Partners
Minnesota
$711K -$247K -6,740 -26%
KWMG
377
King Wealth Management Group
Florida
$711K +$142K +3,867 +25%
JWA
378
JFS Wealth Advisors
Pennsylvania
$710K +$1.03K +28 +0.1%
CA
379
Crewe Advisors
Utah
$707K
UB
380
UMB Bank
Missouri
$705K -$15.2K -414 -2%
CHA
381
Carmichael Hill & Associates
Maryland
$704K +$11.5K +315 +2%
LP
382
LGL Partners
Pennsylvania
$700K -$488K -13,322 -41%
AWM
383
Affinity Wealth Management
Delaware
$700K -$21.5K -588 -3%
GEA
384
Glen Eagle Advisors
New Jersey
$698K +$293 +8 +0%
RVPG
385
Relative Value Partners Group
$696K
BB
386
Bell Bank
North Dakota
$693K +$690K +18,818 New
GIA
387
Gladstone Institutional Advisory
Florida
$687K +$222K +6,057 +48%
AW
388
ACG Wealth
Georgia
$683K -$25.3K -690 -4%
AIP
389
Ameritas Investment Partners
Nebraska
$680K +$30.2K +824 +5%
FHC
390
First Heartland Consultants
Missouri
$679K +$130K +3,546 +24%
WCG
391
Weaver Consulting Group
California
$674K
Neuberger Berman Group
392
Neuberger Berman Group
New York
$672K +$155K +4,232 +30%
BC
393
Burney Company
Virginia
$668K +$105K +2,865 +19%
WSFS
394
Wilmington Savings Fund Society
Delaware
$666K +$29.2K +797 +5%
SCM
395
Stonehearth Capital Management
Massachusetts
$664K -$52.4K -1,429 -7%
FAIM
396
Financial Advocates Investment Management
Washington
$661K -$60.3K -1,646 -8%
PMG
397
ProVise Management Group
Florida
$659K +$18.3K +500 +3%
SNBOSCI
398
Security National Bank of Sioux City Iowa
Iowa
$653K +$49.6K +1,355 +8%
RWP
399
RWA Wealth Partners
Massachusetts
$648K -$2.56K -70 -0.4%
ATC
400
Argent Trust Co
Tennessee
$644K +$312K +8,502 +95%