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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWMG
401
DB Wealth Management Group
California
$1.12M +$464K +15,537 +76%
SF
402
Summit Financial
New Jersey
$1.12M -$752K -25,172 -41%
GTAM
403
Global Trust Asset Management
Florida
$1.12M -$470K -15,747 -31%
AAG
404
Armstrong Advisory Group
Massachusetts
$1.1M +$59.5K +1,990 +6%
IAIM
405
International Assets Investment Management
Florida
$1.1M +$1.06M +35,345 New
EWA
406
Emergent Wealth Advisors
New York
$1.1M +$1.05M +35,110 New
EFS
407
Essex Financial Services
Connecticut
$1.09M -$126K -4,226 -11%
PFT
408
Providence First Trust
Arizona
$1.09M -$16.4K -550 -2%
Capital Fund Management (CFM)
409
Capital Fund Management (CFM)
France
$1.06M +$197K +6,600 +24%
MIA
410
MMBG Investment Advisors
Florida
$1.05M
GRP
411
Global Retirement Partners
California
$1.05M +$157K +5,269 +19%
CFGS
412
Concourse Financial Group Securities
Alabama
$1.04M -$77.3K -2,587 -7%
KIA
413
KCM Investment Advisors
California
$1.03M -$16.4K -548 -2%
RBC
414
Romano Brothers & Co
Illinois
$1.03M +$4.15K +139 +0.4%
PWM
415
Perigon Wealth Management
California
$1.02M -$24.5K -821 -2%
KFI
416
Key Financial Inc
Pennsylvania
$1.02M -$65.5K -2,193 -6%
MWA
417
Monograph Wealth Advisors
California
$1.02M
IIM
418
Ipswich Investment Management
Massachusetts
$1.01M -$32.3K -1,080 -3%
OHWP
419
Oak Harbor Wealth Partners
North Carolina
$1.01M +$27.2K +910 +3%
BHWA
420
Beacon Harbor Wealth Advisors
Virginia
$1.01M -$3.23M -108,047 -77%
BKA
421
Brick & Kyle Associates
Pennsylvania
$992K -$25.4K -849 -3%
AA
422
AlphaQ Advisors
Florida
$992K
LPAM
423
Lodestar Private Asset Management
California
$991K -$80.3K -2,689 -8%
KOMWMG
424
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$983K -$1.64M -54,816 -63%
CIBC World Market
425
CIBC World Market
Ontario, Canada
$982K -$303K -10,134 -24%