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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
526
Procyon Advisors
Connecticut
$598K +$38.7K +1,243 +7%
AF
527
Allworth Financial
California
$597K -$190K -6,111 -24%
CPA
528
Cardiff Park Advisors
California
$597K +$11.6K +372 +2%
LC
529
Lindbrook Capital
California
$586K
WPC
530
Wedmont Private Capital
Pennsylvania
$585K +$21.7K +697 +4%
IWC
531
Integrated Wealth Concepts
Massachusetts
$583K -$110K -3,531 -16%
NA
532
Nottingham Advisors
New York
$580K -$91.2K -2,932 -13%
SFA
533
Sequoia Financial Advisors
Ohio
$577K +$341K +10,965 +138%
CAAS
534
Capital Asset Advisory Services
Michigan
$576K -$85.7K -2,754 -13%
CA
535
CGN Advisors
Kansas
$576K -$343K -11,038 -37%
OHWP
536
Oak Harbor Wealth Partners
North Carolina
$576K -$51.9K -1,669 -8%
First Manhattan
537
First Manhattan
New York
$575K
FFG
538
Fortem Financial Group
California
$575K +$180K +5,801 +45%
WJA
539
Willis Johnson & Associates
Texas
$572K +$4.95K +159 +0.9%
CFG
540
Citizens Financial Group
Rhode Island
$572K +$100K +3,230 +21%
MSFS
541
Main Street Financial Solutions
Pennsylvania
$569K -$76.1K -2,448 -12%
BC
542
Barrett & Company
Rhode Island
$566K
FCM
543
Fortis Capital Management
Washington
$558K -$188K -6,058 -25%
WW
544
Waterfront Wealth
Kansas
$556K +$518K +16,656 New
PWP
545
Perfromance Wealth Partners
Illinois
$555K -$7.71K -248 -1%
LWM
546
Lodestone Wealth Management
Washington
$554K +$564K +18,139 New
SMC
547
Smith, Moore & Co
Missouri
$553K -$93 -3 -0%
BTI
548
Blue Trust Inc
Georgia
$553K -$20.2K -650 -4%
FLPIM
549
F.L. Putnam Investment Management
Massachusetts
$552K +$290K +9,326 +107%
DIA
550
Dana Investment Advisors
Wisconsin
$551K -$21.7K -699 -4%