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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
476
Integris Wealth Management
California
$678K +$32.9K +1,075 +5%
CAL
477
Capital Advisors Ltd
Ohio
$673K -$44.2K -1,446 -6%
SWM
478
SeaCrest Wealth Management
New York
$670K +$979 +32 +0.1%
SG
479
StoneX Group
New York
$669K -$109K -3,576 -14%
SCI
480
Stableford Capital II
Arizona
$665K +$664K +21,691 New
National Bank of Canada
481
National Bank of Canada
Quebec, Canada
$663K -$142K -4,632 -18%
AWM
482
Axxcess Wealth Management
California
$658K +$19.9K +650 +3%
IAG
483
Investment Advisory Group
Massachusetts
$653K +$118K +3,856 +22%
VST
484
Van Strum & Towne
California
$650K
AAMC
485
Asset Allocation & Management Company
Illinois
$650K +$643K +21,000 New
CA
486
Cumberland Advisors
Florida
$650K
HCM
487
Hollencrest Capital Management
California
$649K +$1.96K +64 +0.3%
APP
488
Avantax Planning Partners
Iowa
$648K +$41.2K +1,345 +7%
CAM
489
Carret Asset Management
New York
$643K -$13.5K -441 -2%
AUB
490
Atlantic Union Bankshares
Virginia
$639K -$50.2K -1,642 -7%
MC
491
Moors & Cabot
Massachusetts
$637K -$113K -3,709 -15%
BWP
492
Balboa Wealth Partners
Arizona
$636K +$325K +10,637 +107%
FT
493
Fiduciary Trust
Massachusetts
$630K +$193K +6,295 +45%
SBIA
494
Sheaff Brock Investment Advisors
Indiana
$630K +$3.7K +121 +0.6%
Brown Advisory
495
Brown Advisory
Maryland
$629K -$178K -5,826 -22%
LAM
496
LifePro Asset Management
California
$628K -$191K -6,230 -23%
DIA
497
Dana Investment Advisors
Wisconsin
$627K -$2.57K -84 -0.4%
GFS
498
GYL Financial Synergies
Connecticut
$624K +$581 +19 +0.1%
Verition Fund Management
499
Verition Fund Management
Connecticut
$623K -$1.37M -44,851 -69%
LMKC
500
L.M. Kohn & Company
Ohio
$623K +$367 +12 +0.1%