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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WANY
526
Wealthspire Advisors (New York)
New York
$624K -$35K -1,124 -5%
DA
527
Dover Advisors
Virginia
$624K -$779 -25 -0.1%
TYCC
528
Texas Yale Capital Corp
Florida
$623K – – –
FFO
529
Fortitude Family Office
Arizona
$623K +$210K +6,754 +51%
RIA
530
Richwood Investment Advisors
Ohio
$622K -$19.1K -614 -3%
MWM
531
Melfa Wealth Management
Massachusetts
$620K +$156 +5 +0%
SPC
532
Sigma Planning Corp
Michigan
$618K -$6.23K -200 -1%
CWM
533
ClientFirst Wealth Management
Arkansas
$617K -$43.6K -1,400 -7%
GPA
534
Guidance Point Advisors
Massachusetts
$613K -$296K -9,506 -32%
MCA
535
MSH Capital Advisors
Arizona
$609K +$18.7K +600 +3%
EFG
536
Ehrlich Financial Group
California
$601K +$70.1K +2,250 +13%
A
537
Alongside
Texas
$595K +$599K +19,233 New
CPA
538
Cardiff Park Advisors
California
$591K +$10.9K +351 +2%
BL
539
BCWM LLC
Kansas
$586K +$1.9K +61 +0.3%
OAG
540
Oakmont Advisory Group
New Mexico
$580K +$584K +18,745 New
FWM
541
Forteris Wealth Management
New York
$580K +$584K +18,740 New
EAM
542
Everstar Asset Management
North Carolina
$579K – – –
EDRH
543
Edmond de Rothschild Holding
Switzerland
$576K – – –
WC
544
Whitney & Co
New York
$576K +$52.9K +1,700 +10%
TPW
545
Tiller Private Wealth
Pennsylvania
$567K +$127K +4,068 +29%
Northern Trust
546
Northern Trust
Illinois
$562K -$133K -4,255 -19%
MA
547
MONECO Advisors
Connecticut
$561K -$1.5K -48 -0.3%
First Manhattan
548
First Manhattan
New York
$560K +$10.9K +350 +2%
WWM
549
Western Wealth Management
Colorado
$557K +$107K +3,435 +24%
VWA
550
VERITY Wealth Advisors
United States
$554K – – –