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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWRP
426
Cassady Wealth & Retirement Planning
Nevada
$961K +$967K +31,040 New
Jane Street
427
Jane Street
New York
$952K +$554K +17,800 +137%
WWM
428
Whalen Wealth Management
Nevada
$949K +$954K +30,649 New
SAG
429
SageView Advisory Group
California
$948K -$728K -23,368 -43%
CFO
430
Colony Family Offices
North Carolina
$946K +$251K +8,055 +36%
RSF
431
Rik Saylor Financial
Ohio
$946K -$44.6K -1,433 -4%
PWMAG
432
Pinnacle Wealth Management Advisory Group
New Jersey
$940K -$397K -12,760 -30%
CFG
433
Citizens Financial Group
Rhode Island
$940K -$1.21M -38,911 -56%
EFG
434
Ethos Financial Group
Pennsylvania
$937K +$134K +4,317 +17%
SCA
435
Snowden Capital Advisors
New York
$937K -$256K -8,231 -21%
MA
436
Mezzasalma Advisors
New Jersey
$931K +$435K +13,970 +88%
GAM
437
Grandview Asset Management
Pennsylvania
$930K -$110K -3,527 -11%
BAM
438
Belpointe Asset Management
Nevada
$927K +$358K +11,500 +62%
PTC
439
Private Trust Company
Ohio
$911K -$20.9K -671 -2%
BCI
440
Brinker Capital Investments
Pennsylvania
$911K -$40.4K -1,296 -4%
IAG
441
Investment Advisory Group
Massachusetts
$902K +$1.06K +34 +0.1%
PIMG
442
Patriot Investment Management Group
Tennessee
$902K -$1.56K -50 -0.2%
BMA
443
Brooks Moore & Associates
Tennessee
$901K +$906K +29,100 New
GS
444
GWN Securities
Florida
$893K +$108K +3,457 +14%
CIA
445
Capital Investment Advisors
Georgia
$891K +$57.4K +1,842 +7%
NAS
446
Nicolet Advisory Services
Wisconsin
$891K +$11.5K +369 +1%
SIA
447
Sage Investment Advisers
New York
$885K +$890K +28,578 New
SWM
448
Spire Wealth Management
Virginia
$882K -$624K -20,021 -41%
SRC
449
Sage Rhino Capital
California
$879K +$29.4K +945 +3%
AGWCA
450
Annis Gardner Whiting Capital Advisors
Florida
$871K +$287K +9,223 +49%