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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KOMWMG
451
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$870K +$95.6K +3,071 +12%
FA
452
Fiduciary Alliance
South Carolina
$870K +$139K +4,451 +19%
WHCFA
453
William Howard & Co Financial Advisors
Tennessee
$870K +$10.2K +327 +1%
AUB
454
Atlantic Union Bankshares
Virginia
$865K +$140K +4,500 +19%
AIM
455
Advyzon Investment Management
Illinois
$852K +$64.5K +2,071 +8%
PFS
456
Prospect Financial Services
New York
$851K -$145K -4,670 -15%
SS
457
Sunbelt Securities
Texas
$851K -$13.2K -423 -2%
B
458
Bellecapital
Switzerland
$836K
CT
459
Caldwell Trust
Florida
$834K -$45.7K -1,469 -5%
KCWM
460
Kane Co Wealth Management
Iowa
$830K +$835K +26,803 New
NSIM
461
North Star Investment Management
Illinois
$827K +$16.9K +542 +2%
WT
462
Whittier Trust
California
$823K -$167K -5,367 -17%
CNTOF
463
Canandaigua National Trust of Florida
New York
$817K +$55.8K +1,791 +7%
AAM
464
Advisors Asset Management
Colorado
$810K -$14.8K -475 -2%
RTC
465
Real Talk Capital
Tennessee
$807K +$104K +3,333 +15%
ML
466
McAdam LLC
Pennsylvania
$802K -$35.7K -1,145 -4%
RFA
467
Resurgent Financial Advisors
Georgia
$801K +$141K +4,520 +21%
Pathstone Holdings
468
Pathstone Holdings
New Jersey
$800K -$5.11K -164 -0.6%
LWM
469
LongView Wealth Management
Georgia
$795K -$7.07K -227 -0.9%
RSC
470
Red Spruce Capital
Pennsylvania
$795K +$130K +4,190 +20%
PCM
471
Palisade Capital Management
New Jersey
$789K
VWM
472
Vigilare Wealth Management
Arizona
$789K -$127K -4,064 -14%
Bank of New York Mellon
473
Bank of New York Mellon
New York
$788K +$378K +12,150 +91%
TPW
474
Transatlantique Private Wealth
New York
$788K -$344K -11,046 -30%
IBOK
475
Independence Bank of Kentucky
Kentucky
$781K -$109K -3,485 -12%