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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KMWM
476
Keudell/Morrison Wealth Management
Oregon
$522K
GAM
477
Grandview Asset Management
Pennsylvania
$521K +$520K +13,962 New
FA
478
Fagan Associates
New York
$515K -$9.86K -265 -2%
GSWM
479
Golden State Wealth Management
California
$514K +$4.46K +120 +0.9%
FTI
480
Fiduciary Trust International
Massachusetts
$514K +$255K +6,850 +100%
KC
481
Kingfisher Capital
North Carolina
$509K +$193K +5,193 +62%
GIA
482
Granite Investment Advisors
New Hampshire
$507K
CC
483
ClearArc Capital
Ohio
$505K +$501K +13,459 New
GLA
484
Good Life Advisors
Pennsylvania
$501K -$16K -431 -3%
Calamos Advisors
485
Calamos Advisors
Illinois
$498K
CG
486
Cutler Group
California
$495K +$471K +12,650 +2,283%
BIA
487
BHK Investment Advisors
Alabama
$487K
CSIC
488
Clifford Swan Investment Counsel
California
$485K +$37.2K +1,000 +8%
SWM
489
Sanctuary Wealth Management
Idaho
$484K -$153K -4,114 -24%
SG
490
Somerset Group
Minnesota
$484K
SMH
491
Sanders Morris Harris
Texas
$479K +$479K +12,875 New
SWA
492
SFMG Wealth Advisors
Texas
$476K +$37 +1 +0%
AIP
493
Almanack Investment Partners
Pennsylvania
$467K +$15.1K +406 +3%
WLIM
494
White Lighthouse Investment Management
Massachusetts
$460K +$27.3K +734 +6%
WTC
495
WhitTier Trust Company
Nevada
$459K +$81.9K +2,200 +22%
EWM
496
Endurance Wealth Management
Rhode Island
$456K -$3.72K -100 -0.8%
EAMA
497
EFG Asset Management (Americas)
Florida
$453K -$132K -3,541 -23%
KFC
498
Klingenstein Fields & Co
New York
$447K -$1.67K -45 -0.4%
Fisher Asset Management
499
Fisher Asset Management
Washington
$447K +$199K +5,352 +82%
CPIA
500
Cornell Pochily Investment Advisors
New York
$445K -$77.2K -2,075 -15%