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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
426
Crestwood Advisors Group
Massachusetts
$1.02M +$17.2K +545 +2%
NAS
427
Nicolet Advisory Services
Wisconsin
$1M +$236K +7,475 +28%
RIA
428
Realta Investment Advisors
Delaware
$981K -$54.9K -1,742 -5%
NAG
429
Northstar Advisory Group
New Jersey
$979K -$3.34K -106 -0.3%
MHR
430
Matthew Hamilton Rosenberg
$978K +$32.3K +1,024 +3%
WT
431
Whittier Trust
California
$976K -$15.1K -479 -1%
FIM
432
Freedom Investment Management
Connecticut
$963K -$37.4K -1,187 -4%
PWA
433
Provenance Wealth Advisors
Florida
$959K +$635K +20,145 +182%
HTC
434
Haverford Trust Company
Pennsylvania
$956K
FWP
435
FAS Wealth Partners
Kansas
$955K -$96K -3,045 -9%
CT
436
Caldwell Trust
Florida
$951K +$54.1K +1,715 +6%
WAM
437
WealthTrust Asset Management
Florida
$950K -$14.3K -454 -1%
PWM
438
Perigon Wealth Management
California
$945K +$37.2K +1,181 +4%
WCM
439
Whitener Capital Management
North Carolina
$937K +$328K +10,389 +52%
William Blair & Company
440
William Blair & Company
Illinois
$936K -$11.2K -356 -1%
FPAS
441
Focus Partners Advisor Solutions
Missouri
$931K +$323K +10,241 +51%
UCB
442
United Community Bank
South Carolina
$920K -$187K -5,919 -17%
TBT
443
Texas Bank & Trust
Texas
$919K +$155K +4,910 +20%
LWM
444
Lionsbridge Wealth Management
Florida
$911K -$102K -3,235 -10%
AG
445
Ascent Group
Virginia
$910K +$933K +29,609 New
ANC
446
Ames National Corp
Iowa
$906K +$2.52K +80 +0.3%
TC
447
TownSquare Capital
Utah
$897K +$457K +14,490 +99%
TA
448
TrueWealth Advisors
Alabama
$895K -$321K -10,183 -26%
IWM
449
Integris Wealth Management
California
$888K +$41.8K +1,327 +5%
RIM
450
RW Investment Management
Idaho
$884K