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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MP
526
McDonald Partners
Ohio
$764K -$58.1K -1,500 -7%
FHA
527
First Horizon Advisors
Tennessee
$763K +$154K +3,985 +26%
RIG
528
Roosevelt Investment Group
New York
$760K -$617K -15,930 -45%
PCM
529
Parsons Capital Management
Rhode Island
$759K
GEA
530
Glen Eagle Advisors
New Jersey
$754K -$7.79K -201 -1%
FWP
531
Falcon Wealth Planning
California
$752K -$2.25K -58 -0.3%
TWM
532
Tradition Wealth Management
Minnesota
$749K +$105K +2,700 +17%
CSPIA
533
Cary Street Partners Investment Advisory
Virginia
$748K +$70.4K +1,818 +11%
Betterment LLC
534
Betterment LLC
New York
$745K +$581 +15 +0.1%
NFG
535
Next Financial Group
Texas
$740K +$47K +1,214 +7%
SFG
536
Sage Financial Group
Pennsylvania
$739K +$63.6K +1,643 +10%
HIA
537
Harbor Investment Advisory
Maryland
$738K
WPW
538
Waldron Private Wealth
Pennsylvania
$729K
EGA
539
E&G Advisors
Texas
$727K -$716K -18,476 Closed
Koshinski Asset Management
540
Koshinski Asset Management
Illinois
$726K -$168K -4,339 -19%
FMC
541
First Merchants Corp
Indiana
$726K +$38.7K +1,000 +6%
SXL
542
Summit X LLC
Missouri
$724K -$15.1K -391 -2%
ATPW
543
Ashton Thomas Private Wealth
Arizona
$718K +$168K +4,334 +31%
IFA
544
Interactive Financial Advisors
Illinois
$717K +$325K +8,398 +85%
AOWM
545
Alpha Omega Wealth Management
Virginia
$711K +$6.28K +162 +0.9%
MWM
546
Mattern Wealth Management
Kansas
$710K +$211K +5,437 +43%
ST
547
Somerset Trust
Pennsylvania
$709K +$176K +4,535 +34%
PA
548
Procyon Advisors
Connecticut
$704K +$187K +4,824 +37%
OFA
549
Oak Family Advisors
Illinois
$695K -$152K -3,923 -18%
GWM
550
Greenwich Wealth Management
Connecticut
$694K +$3.72K +96 +0.5%