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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
451
Montag & Associates
Georgia
$789K -$15.3K -500 -2%
MWM
452
Mission Wealth Management
California
$768K +$63.6K +2,079 +9%
TPWM
453
Twelve Points Wealth Management
Massachusetts
$765K -$257K -8,383 -25%
CSB
454
City State Bank
Iowa
$757K +$107K +3,500 +17%
FHA
455
First Horizon Advisors
Tennessee
$754K -$91.2K -2,980 -11%
LWA
456
Lineweaver Wealth Advisors
Ohio
$753K +$13.8K +450 +2%
CHA
457
Carmichael Hill & Associates
Maryland
$735K -$119K -3,878 -14%
Franklin Resources
458
Franklin Resources
California
$733K -$124K -4,047 -15%
LIA
459
LBMC Investment Advisors
Tennessee
$726K -$568K -18,571 -44%
LPAM
460
Lodestar Private Asset Management
California
$725K -$368K -12,043 -34%
TCM
461
Traynor Capital Management
Pennsylvania
$722K -$51.3K -1,675 -7%
BRM
462
Boston Research & Management
Massachusetts
$718K -$28.5K -930 -4%
HFA
463
High Falls Advisors
New York
$709K -$341K -11,160 -33%
RWIA
464
Roger Wittlin Investment Advisory
California
$709K -$323K -10,546 -32%
PTC
465
Private Trust Company
Ohio
$702K +$2.85K +93 +0.4%
FPAS
466
Focus Partners Advisor Solutions
Missouri
$698K -$6.73K -220 -1%
EW
467
Evoke Wealth
California
$697K +$3.52K +115 +0.5%
SAM
468
Sawgrass Asset Management
Florida
$696K
FFA
469
Farther Finance Advisors
California
$692K +$74.5K +2,435 +12%
TCM
470
Triumph Capital Management
Colorado
$691K +$310K +10,121 +83%
DCM
471
Delta Capital Management
New Jersey
$691K -$20.9K -683 -3%
DA
472
Detalus Advisors
Missouri
$689K -$21K -685 -3%
BHWM
473
Bar Harbor Wealth Management
New Hampshire
$688K +$202K +6,592 +42%
EIP
474
Easterly Investment Partners
Massachusetts
$686K -$82.6K -2,700 -11%
GIA
475
Gladstone Institutional Advisory
Florida
$679K +$22.9K +748 +4%