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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
I
476
INVST
Indiana
$857K -$2.91K -86 -0.4%
MLA
477
My Legacy Advisors
Oregon
$854K -$29.6K -874 -3%
PP
478
Prudential plc
United Kingdom
$845K -$125K -3,700 -13%
WAM
479
Weatherly Asset Management
California
$833K -$77K -2,274 -8%
BCA
480
Bay Colony Advisors
Massachusetts
$832K +$61.4K +1,814 +8%
CAM
481
Cresset Asset Management
Illinois
$825K -$3.17M -93,659 -79%
CFA
482
Compass Financial Advisors
Indiana
$824K +$2.57K +76 +0.3%
PTC
483
Private Trust Company
Ohio
$823K +$847K +25,031 New
CAAS
484
Capital Asset Advisory Services
Michigan
$822K -$278K -8,217 -25%
ACA
485
Atlas Capital Advisors
Wyoming
$818K -$828K -24,471 -50%
FCM
486
Fortis Capital Management
Washington
$812K +$627K +18,539 +301%
Koshinski Asset Management
487
Koshinski Asset Management
Illinois
$810K -$8.26K -244 -1%
SCM
488
Stonehearth Capital Management
Massachusetts
$810K +$288K +8,510 +54%
AA
489
Aire Advisors
California
$804K +$489K +14,448 +144%
WW
490
Westshore Wealth
California
$802K +$825K +24,393 New
LWA
491
Lineweaver Wealth Advisors
Ohio
$796K -$24.2K -715 -3%
SS
492
Sunbelt Securities
Texas
$793K -$118K -3,474 -13%
JG
493
Jefferies Group
New York
$786K -$222K -6,574 -22%
NSIM
494
North Star Investment Management
Illinois
$786K -$213K -6,298 -21%
DCM
495
Delta Capital Management
New Jersey
$784K +$55.7K +1,645 +7%
PAG
496
Powers Advisory Group
Illinois
$780K +$1.73K +51 +0.2%
HG
497
Herbst Group
Connecticut
$776K -$156K -4,600 -16%
EL
498
EQ LLC
Washington
$769K +$3.52K +104 +0.4%
BIA
499
Benchmark Investment Advisors
Illinois
$766K -$3.62K -107 -0.5%
GRP
500
Global Retirement Partners
California
$765K -$33.7K -997 -4%