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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAG
451
SageView Advisory Group
California
$834K -$16.2K -520 -2%
SAW
452
Signal Advisors Wealth
Michigan
$825K +$288K +9,242 +52%
B
453
Bellecapital
Switzerland
$823K – – –
CL
454
Choreo LLC
Illinois
$812K -$2.31K -74 -0.3%
SCA
455
Snowden Capital Advisors
New York
$807K -$30.6K -983 -4%
NAG
456
Northstar Advisory Group
New Jersey
$803K +$530 +17 +0.1%
CT
457
Caldwell Trust
Florida
$801K -$19.5K -627 -2%
VF
458
Vista Finance
Missouri
$800K +$817K +26,230 New
CL
459
COWA LLC
Oklahoma
$792K +$24K +770 +3%
WAM
460
WealthTrust Asset Management
Florida
$792K -$36.4K -1,168 -4%
Capital Fund Management (CFM)
461
Capital Fund Management (CFM)
France
$791K +$81K +2,600 +11%
SFG
462
Sowa Financial Group
Rhode Island
$790K -$748K -24,010 -48%
RSC
463
Red Spruce Capital
Pennsylvania
$783K – – –
EFP
464
Elser Financial Planning
Indiana
$779K +$386K +12,384 +94%
I
465
INVST
Indiana
$778K +$64.6K +2,075 +9%
BT
466
Banque Transatlantique
France
$776K +$792K +25,437 New
PW
467
PUREfi Wealth
Massachusetts
$771K +$125K +4,000 +19%
OFG
468
Orcam Financial Group
California
$770K -$233K -7,468 -23%
FWP
469
FAS Wealth Partners
Kansas
$769K +$8.57K +275 +1%
MG
470
Marex Group
$768K +$785K +25,200 New
VAS
471
Vestmark Advisory Solutions
Massachusetts
$767K -$1.85M -59,465 -70%
R
472
Rebalance
California
$759K +$12.3K +396 +2%
BWAM
473
Boyd Watterson Asset Management
Ohio
$758K – – –
TA
474
TPG Advisors
Illinois
$735K +$198K +6,345 +36%
WT
475
Whittier Trust
California
$734K -$7.97K -256 -1%