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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GFS
401
GYL Financial Synergies
Connecticut
$727K -$21.4K -576 -3%
CW
402
CreativeOne Wealth
Kansas
$727K +$77.1K +2,072 +12%
KWMG
403
King Wealth Management Group
Florida
$726K +$1.45K +39 +0.2%
PWP
404
Personal Wealth Partners
Minnesota
$725K
JWA
405
JFS Wealth Advisors
Pennsylvania
$725K +$1K +27 +0.1%
UB
406
UMB Bank
Missouri
$718K
GEA
407
Glen Eagle Advisors
New Jersey
$717K +$6.21K +167 +0.9%
VWA
408
V Wealth Advisors
Kansas
$716K +$126K +3,381 +22%
Neuberger Berman Group
409
Neuberger Berman Group
New York
$714K +$30K +807 +4%
HKAM
410
Horizon Kinetics Asset Management
New York
$713K -$584K -15,704 -45%
AAIM
411
Asset Advisors Investment Management
Georgia
$713K +$376K +10,100 +113%
Lido Advisors
412
Lido Advisors
California
$712K -$279K -7,511 -28%
RVPG
413
Relative Value Partners Group
$709K
BB
414
Bell Bank
North Dakota
$706K
GWA
415
Guidant Wealth Advisors
Illinois
$704K -$2.61M -70,195 -79%
CA
416
Crewe Advisors
Utah
$703K -$16.3K -437 -2%
GM
417
GeoWealth Management
Illinois
$703K +$265K +7,128 +62%
ATC
418
Argent Trust Co
Tennessee
$699K +$43.1K +1,157 +7%
AWM
419
Affinity Wealth Management
Delaware
$698K -$14.1K -380 -2%
WPW
420
Waldron Private Wealth
Pennsylvania
$695K -$52.1K -1,400 -7%
SC
421
Scotia Capital
Ontario, Canada
$689K -$502K -13,491 -42%
Comerica Bank
422
Comerica Bank
Texas
$687K -$181K -4,852 -21%
WCG
423
Weaver Consulting Group
California
$683K
FAIM
424
Financial Advocates Investment Management
Washington
$680K +$7.11K +191 +1%
WP
425
WealthShield Partners
North Carolina
$679K +$35.3K +950 +6%