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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
526
Cardiff Park Advisors
California
$608K +$6.74K +201 +1%
SSW
527
Stone Summit Wealth
Florida
$608K +$110K +3,295 +21%
LC
528
Lindbrook Capital
California
$607K
KS
529
Karpas Strategies
Connecticut
$600K -$526K -15,687 -45%
SFP
530
Sterling Financial Planning
New Jersey
$600K -$7.38K -220 -1%
First Manhattan
531
First Manhattan
New York
$596K -$513K -15,300 -45%
HCM
532
Hollencrest Capital Management
California
$595K -$73.8K -2,201 -10%
BTI
533
Blue Trust Inc
Georgia
$595K +$37K +1,105 +7%
SW
534
SkyOak Wealth
Michigan
$595K +$76.3K +2,275 +14%
TCA
535
Transcend Capital Advisors
New Jersey
$593K -$17.9K -535 -3%
DIA
536
Dana Investment Advisors
Wisconsin
$593K -$7.34K -219 -1%
LMKC
537
L.M. Kohn & Company
Ohio
$593K +$268 +8 +0%
WJA
538
Willis Johnson & Associates
Texas
$589K +$1.74K +52 +0.3%
RCA
539
Ranch Capital Advisors
Florida
$586K -$52.5K -1,565 -8%
PWP
540
Perfromance Wealth Partners
Illinois
$584K -$13.7K -410 -2%
AWM
541
Axxcess Wealth Management
California
$584K +$618K +18,428 New
PA
542
Procyon Advisors
Connecticut
$581K -$1.41K -42 -0.2%
EGA
543
E&G Advisors
Texas
$579K
AOWM
544
Alpha Omega Wealth Management
Virginia
$578K -$5.26K -157 -0.9%
MCM
545
Maryland Capital Management
Maryland
$576K +$15.1K +450 +3%
Kayne Anderson Rudnick Investment Management
546
Kayne Anderson Rudnick Investment Management
California
$574K -$68.4K -2,041 -10%
SMC
547
Smith, Moore & Co
Missouri
$574K +$5.09K +152 +0.8%
VA
548
Valmark Advisers
Ohio
$572K +$7.61K +227 +1%
AWM
549
Atticus Wealth Management
Florida
$571K
BC
550
Barrett & Company
Rhode Island
$566K +$622K +18,547 New