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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
451
Affinity Wealth Management
Delaware
$693K -$6.49K -174 -0.9%
AR
452
Advisory Research
Illinois
$692K +$687K +18,413 New
Lido Advisors
453
Lido Advisors
California
$691K -$22.7K -608 -3%
CRWM
454
Castle Rock Wealth Management
California
$691K +$340K +9,123 +102%
WCG
455
Weaver Consulting Group
California
$686K
SC
456
Scotia Capital
Ontario, Canada
$684K -$5.97K -160 -0.9%
SIC
457
Samalin Investment Counsel
New York
$682K +$677K +18,146 New
EGA
458
E&G Advisors
Texas
$680K +$327K +8,771 +94%
SMC
459
Smith, Moore & Co
Missouri
$679K -$221K -5,927 -25%
SCM
460
Stonehearth Capital Management
Massachusetts
$677K
KFP
461
KMG Fiduciary Partners
Ohio
$669K -$582K -15,589 -47%
SNBOSCI
462
Security National Bank of Sioux City Iowa
Iowa
$666K
TWA
463
TCI Wealth Advisors
Arizona
$665K -$79.1K -2,120 -11%
BHWM
464
Bar Harbor Wealth Management
New Hampshire
$665K +$283K +7,590 +75%
PMG
465
ProVise Management Group
Florida
$661K -$11K -296 -2%
GIA
466
Granite Investment Advisors
New Hampshire
$658K +$149K +4,000 +30%
IA
467
IFG Advisory
Georgia
$657K +$336 +9 +0.1%
FAIM
468
Financial Advocates Investment Management
Washington
$653K -$27.6K -741 -4%
DCM
469
Delta Capital Management
New Jersey
$646K +$7.46K +200 +1%
GP
470
Girard Partners
Pennsylvania
$642K +$9.92K +266 +2%
CIBC World Market
471
CIBC World Market
Ontario, Canada
$637K +$16.7K +449 +3%
CT
472
Coastline Trust
Rhode Island
$635K -$933 -25 -0.1%
SRC
473
Sage Rhino Capital
California
$635K +$34.8K +932 +6%
GFS
474
GYL Financial Synergies
Connecticut
$630K -$97.2K -2,605 -13%
BWM
475
Benchmark Wealth Management
Connecticut
$630K +$626K +16,772 New