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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VNA
476
VNBTrust National Association
Virginia
$282K
TIA
477
Tiemann Investment Advisors
California
$280K
SFG
478
StrategIQ Financial Group
Indiana
$280K +$8.78K +231 +3%
FWCM
479
Ferguson Wellman Capital Management
Oregon
$278K -$30.4K -800 -10%
1GA
480
1st Global Advisors
Texas
$278K -$3.08K -81 -1%
CSIA
481
Charles Schwab Investment Advisory
California
$277K +$37.7K +992 +15%
WTB
482
Washington Trust Bank
Washington
$276K +$16.3K +430 +6%
DWM
483
Darwin Wealth Management
Florida
$269K -$2.91M -76,544 -91%
TCM
484
Tran Capital Management
California
$265K
KWMG
485
King Wealth Management Group
Florida
$264K +$26.5K +697 +11%
FF
486
Friedenthal Financial
New Jersey
$263K -$5.76M -151,564 -96%
PWP
487
Private Wealth Partners
California
$263K -$1.6K -42 -0.6%
ECM
488
Elgethun Capital Management
South Dakota
$262K +$268K +7,043 New
HL
489
HeadInvest LLC
Maine
$255K
CIC
490
Carnegie Investment Counsel
Ohio
$254K +$11.9K +312 +5%
BW
491
Bison Wealth
Georgia
$253K -$15.2K -401 -6%
TWA
492
TCI Wealth Advisors
Arizona
$247K -$281K -7,400 -53%
B
493
Bellecapital
Switzerland
$245K +$250K +6,575 New
RCA
494
Rowland Carmichael Advisors
Arizona
$243K -$183K -4,818 -42%
FWP
495
FAS Wealth Partners
Kansas
$243K +$3.95K +104 +2%
SG Americas Securities
496
SG Americas Securities
New York
$242K -$4.5M -118,500 -95%
GBT
497
Grove Bank & Trust
Florida
$242K
EA
498
Edge Advisors
Georgia
$238K +$243K +6,400 New
Kayne Anderson Rudnick Investment Management
499
Kayne Anderson Rudnick Investment Management
California
$237K +$242K +6,362 New
WAM
500
Wealthspire Advisors (Maryland)
Maryland
$236K -$48.8K -1,283 -17%