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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCA
526
MSH Capital Advisors
Arizona
$594K +$810 +26 +0.1%
FPAS
527
Focus Partners Advisor Solutions
Missouri
$593K -$89K -2,856 -13%
CPA
528
Cardiff Park Advisors
California
$591K +$5.89K +189 +1%
TPW
529
Tiller Private Wealth
Pennsylvania
$590K +$31.5K +1,011 +6%
CWM
530
Calamos Wealth Management
Illinois
$578K -$252K -8,100 -30%
Fidelity Investments
531
Fidelity Investments
Massachusetts
$572K +$142K +4,555 +32%
CFS
532
CRA Financial Services
New Jersey
$569K -$9.75K -313 -2%
EDRH
533
Edmond de Rothschild Holding
Switzerland
$567K
GPA
534
Guidance Point Advisors
Massachusetts
$566K -$42.1K -1,351 -7%
Mirae Asset Global Investments
535
Mirae Asset Global Investments
South Korea
$565K +$33.2K +1,067 +6%
CCP
536
Cunning Capital Partners
North Carolina
$564K +$171K +5,500 +42%
KIA
537
KCM Investment Advisors
California
$562K +$903 +29 +0.2%
RIA
538
Richwood Investment Advisors
Ohio
$562K -$34.8K -1,116 -6%
DWM
539
Diversify Wealth Management
Utah
$553K +$7.1K +228 +1%
DAS
540
Diversify Advisory Services
Utah
$553K +$568K +18,251 New
First Manhattan
541
First Manhattan
New York
$552K
DW
542
Dodds Wealth
Colorado
$544K +$5.79K +186 +1%
IBOK
543
Independence Bank of Kentucky
Kentucky
$543K -$171K -5,500 -24%
KFGK
544
Keystone Financial Group (Kentucky)
Kentucky
$537K +$42.1K +1,353 +8%
TBA
545
Tower Bridge Advisors
Pennsylvania
$536K
FWM
546
Forteris Wealth Management
New York
$535K -$37.4K -1,200 -6%
HEIP
547
Hudson Edge Investment Partners
New Jersey
$531K
SI
548
Stirlingshire Investments
New York
$529K +$540K +17,351 New
MA
549
MONECO Advisors
Connecticut
$527K -$45.5K -1,460 -8%
WC
550
Whitney & Co
New York
$527K -$41.4K -1,330 -7%