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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KA
426
Kovack Advisors
Florida
$954K -$113K -3,376 -10%
LWAC
427
Laurel Wealth Advisors (California)
California
$950K -$21.6K -644 -2%
BCM
428
Bowie Capital Management
Texas
$950K
CA
429
CGN Advisors
Kansas
$947K +$55.1K +1,645 +6%
SWP
430
Summit Wealth Partners
Florida
$944K -$43.6K -1,300 -4%
RIA
431
Richwood Investment Advisors
Ohio
$943K -$25.6K -765 -3%
JC
432
JB Capital
Connecticut
$943K +$70K +2,087 +8%
FNB
433
Farmers National Bank
Kentucky
$942K -$49.7K -1,483 -5%
AAP
434
Arax Advisory Partners
Colorado
$942K -$605K -18,036 -38%
OFG
435
Orcam Financial Group
California
$939K +$1.31K +39 +0.1%
BWA
436
Beam Wealth Advisors
Louisiana
$929K +$267K +7,951 +37%
IWM
437
IHT Wealth Management
Illinois
$916K -$55.3K -1,649 -5%
IF
438
Ironwood Financial
Arizona
$910K -$52.4K -1,563 -5%
ATPW
439
Ashton Thomas Private Wealth
Arizona
$905K +$376K +11,228 +65%
SCG
440
Sonata Capital Group
Washington
$903K -$18.1K -539 -2%
SG
441
StoneX Group
New York
$900K +$28.3K +844 +3%
SLA
442
Silver Lake Advisory
Utah
$897K -$56.4K -1,683 -6%
PWLP
443
Prio Wealth Limited Partnership
Massachusetts
$895K
AWA
444
Aletheian Wealth Advisors
Washington
$890K -$173K -5,157 -16%
CHA
445
Carmichael Hill & Associates
Maryland
$883K -$51.4K -1,532 -5%
ZIM
446
Zacks Investment Management
Illinois
$876K +$927K +27,650 New
DJYG
447
David J. Yvars Group
Florida
$870K +$4.09K +122 +0.4%
AA
448
Aire Advisors
California
$868K +$99K +2,952 +12%
CAM
449
Carret Asset Management
New York
$865K -$2.82K -84 -0.3%
ZCA
450
Zeke Capital Advisors
Pennsylvania
$865K