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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWMG
501
King Wealth Management Group
Florida
$355K +$21K +547 +6%
EWF
502
Epstein & White Financial
California
$350K +$353K +9,183 New
PCM
503
Peak Capital Management
Colorado
$348K – – –
WTC
504
WhitTier Trust Company
Nevada
$346K +$4.99K +130 +1%
EGA
505
E&G Advisors
Texas
$343K – – –
PWMAG
506
Pinnacle Wealth Management Advisory Group
New Jersey
$334K -$237K -6,168 -41%
FG
507
Fiduciary Group
Georgia
$334K -$13.2K -344 -4%
Sumitomo Mitsui Trust Group
508
Sumitomo Mitsui Trust Group
Japan
$330K -$69.1K -1,800 -17%
CAAS
509
Capital Asset Advisory Services
Michigan
$330K -$42K -1,093 -11%
JCM
510
Jacobi Capital Management
Pennsylvania
$328K +$23.6K +616 +8%
MHS
511
M Holdings Securities
Oregon
$327K -$437K -11,370 -57%
FA
512
FCG Advisors
New Jersey
$323K +$1.23K +32 +0.4%
Toronto Dominion Bank
513
Toronto Dominion Bank
Ontario, Canada
$317K +$261K +6,800 +440%
TI
514
Truepoint Inc
Ohio
$316K -$306K -7,962 -49%
PCM
515
Princeton Capital Management
New Jersey
$314K +$317K +8,260 New
PA
516
Parallel Advisors
California
$311K -$1.8K -47 -0.6%
BRC
517
Bell Rock Capital
Delaware
$311K +$2.04K +53 +0.7%
WPC
518
Waters Parkerson & Co
Louisiana
$310K +$17.3K +450 +6%
BSAM
519
Blue Sky Asset Management
Colorado
$309K +$31.1K +811 +11%
CL
520
CPWM LLC
Washington
$306K +$115 +3 +0%
WJA
521
Williams Jones & Associates
New York
$305K – – –
TSWM
522
Triangle Securities Wealth Management
North Carolina
$300K – – –
PFPT
523
Pinnacle Financial Partners (Tennessee)
Tennessee
$297K +$54K +1,407 +22%
SFG
524
StrategIQ Financial Group
Indiana
$296K -$14.4K -375 -5%
CWA
525
Clarus Wealth Advisors
Arizona
$294K +$297K +7,726 New