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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
451
Kingsview Wealth Management
Oregon
$837K -$696K -22,384 -45%
ZCA
452
Zeke Capital Advisors
Pennsylvania
$834K
BIA
453
Benchmark Investment Advisors
Illinois
$829K +$41.2K +1,326 +5%
PFPT
454
Pinnacle Financial Partners (Tennessee)
Tennessee
$824K -$1.13M -36,252 -57%
IWM
455
IHT Wealth Management
Illinois
$822K -$61.6K -1,980 -7%
SFP
456
Strategic Financial Partners
Oregon
$811K -$19.3K -620 -2%
LAM
457
LifePro Asset Management
California
$810K -$124 -4 -0%
TCA
458
Transcend Capital Advisors
New Jersey
$809K +$243K +7,803 +42%
MAM
459
Milestone Asset Management
Pennsylvania
$800K +$750K +24,101 New
AWS
460
AJ Wealth Strategies
New York
$799K -$620K -19,929 -43%
HCM
461
Hall Capital Management
Rhode Island
$799K -$30.3K -975 -4%
CA
462
CoreCap Advisors
Michigan
$797K +$386K +12,400 +90%
MA
463
Montag & Associates
Georgia
$794K -$13.7K -440 -2%
Brown Advisory
464
Brown Advisory
Maryland
$793K +$510K +16,405 +172%
GRP
465
Global Retirement Partners
California
$790K +$57.8K +1,858 +8%
BSA
466
Bull Street Advisors
Georgia
$788K -$154K -4,956 -16%
BAM
467
Brave Asset Management
New Jersey
$786K +$299K +9,600 +60%
CFG
468
Carr Financial Group
Massachusetts
$785K +$800K +25,728 New
PP
469
Prudential plc
United Kingdom
$785K
MC
470
Moors & Cabot
Massachusetts
$784K -$45.3K -1,456 -5%
SRC
471
Sage Rhino Capital
California
$777K +$289K +9,299 +58%
DC
472
Davenport & Co
Virginia
$775K +$66.8K +2,149 +9%
ISWM
473
Independent Solutions Wealth Management
New York
$762K -$3.97M -127,637 -84%
EIP
474
Easterly Investment Partners
Massachusetts
$760K -$23.8K -765 -3%
WP
475
WealthPLAN Partners
Nebraska
$754K +$708K +22,745 New