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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AMBIA
501
Allen Mooney & Barnes Investment Advisors
Georgia
$760K +$2.5K +74 +0.3%
DWMG
502
DB Wealth Management Group
California
$759K -$229K -6,781 -23%
TNBTD
503
Trustmark National Bank Trust Department
Mississippi
$759K -$40.3K -1,192 -5%
GIA
504
Gladstone Institutional Advisory
Florida
$758K -$1.76K -52 -0.2%
WANY
505
Wealthspire Advisors (New York)
New York
$758K +$780K +23,050 New
CA
506
Crewe Advisors
Utah
$753K +$529K +15,637 +215%
FMC
507
First Merchants Corp
Indiana
$751K -$308K -9,095 -28%
LSA
508
Lion Street Advisors
Texas
$750K -$25.4K -750 -4%
IWC
509
Integrated Wealth Concepts
Massachusetts
$747K -$167K -4,940 -18%
SEI Investments
510
SEI Investments
Pennsylvania
$740K -$144K -4,269 -16%
MA
511
Montag & Associates
Georgia
$739K -$16.9K -500 -2%
NA
512
Nottingham Advisors
New York
$737K +$3.38K +100 +0.4%
WTC
513
WhitTier Trust Company
Nevada
$710K +$318K +9,410 +77%
IWP
514
Icon Wealth Partners
Texas
$708K +$242K +7,149 +50%
TCBWMS
515
Texas Capital Bank Wealth Management Services
Texas
$706K -$508 -15 -0.1%
BWA
516
Beam Wealth Advisors
Louisiana
$703K +$724K +21,392 New
TCM
517
Triumph Capital Management
Colorado
$698K +$33.5K +990 +5%
CCA
518
Cadent Capital Advisors
Oklahoma
$697K +$6.19K +183 +0.9%
OHWP
519
Oak Harbor Wealth Partners
North Carolina
$695K -$86K -2,540 -11%
MHR
520
Matthew Hamilton Rosenberg
$694K +$128K +3,795 +22%
BC
521
Burney Company
Virginia
$693K -$68.4K -2,020 -9%
CA
522
Cumberland Advisors
Florida
$691K
HCM
523
Hilton Capital Management
New York
$690K -$11.7M -346,850 -94%
HCM
524
Hollencrest Capital Management
California
$690K -$175K -5,173 -20%
MP
525
McDonald Partners
Ohio
$689K -$12.7K -375 -2%