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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EW
476
Enzi Wealth
Texas
$699K -$1.21M -37,565 -63%
NSIM
477
North Star Investment Management
Illinois
$699K -$387K -12,039 -35%
AUB
478
Atlantic Union Bankshares
Virginia
$696K +$6.42K +200 +0.9%
AHC
479
Adell Harriman & Carpenter
Texas
$694K -$65.6K -2,043 -8%
CFA
480
Compass Financial Advisors
Indiana
$693K +$13.6K +423 +2%
RC
481
Roundview Capital
New Jersey
$688K +$707K +22,022 New
SWM
482
SeaCrest Wealth Management
New York
$675K -$56.2K -1,749 -7%
Fidelity Investments
483
Fidelity Investments
Massachusetts
$675K -$98.8M -3,075,633 -99%
KWS
484
Keystone Wealth Services
California
$671K +$127K +3,950 +23%
TYCC
485
Texas Yale Capital Corp
Florida
$666K +$482 +15 +0.1%
CAM
486
Carret Asset Management
New York
$663K -$28.7K -893 -4%
JIC
487
Joel Isaacson & Co
New York
$663K -$673K -20,955 -50%
GIA
488
Gladstone Institutional Advisory
Florida
$662K +$30.4K +947 +5%
SC
489
Swan Capital
Florida
$661K +$680K +21,163 New
AAS
490
Ameritas Advisory Services
Nebraska
$658K -$503K -15,673 -43%
VST
491
Van Strum & Towne
California
$656K +$675K +21,025 New
CA
492
Cumberland Advisors
Florida
$656K
CSB
493
City State Bank
Iowa
$655K -$64.2K -2,000 -9%
HCM
494
Hollencrest Capital Management
California
$653K +$1.38K +43 +0.2%
MFG
495
Magnus Financial Group
New York
$652K -$338K -10,513 -33%
IWM
496
Integris Wealth Management
California
$650K -$931 -29 -0.1%
AWM
497
Axxcess Wealth Management
California
$644K +$316K +9,847 +91%
VFM
498
Valley Financial Management
New York
$641K -$277K -8,615 -30%
AOWM
499
Alpha Omega Wealth Management
Virginia
$638K +$1.86K +58 +0.3%
DIA
500
Dana Investment Advisors
Wisconsin
$636K +$74.6K +2,323 +13%