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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
526
Forteris Wealth Management
New York
$568K – – –
MA
527
MONECO Advisors
Connecticut
$568K +$19.4K +618 +3%
TWC
528
TD Waterhouse Canada
Ontario, Canada
$567K +$237K +7,565 +68%
NCM
529
Novare Capital Management
North Carolina
$567K +$84.8K +2,707 +17%
EDRH
530
Edmond de Rothschild Holding
Switzerland
$564K – – –
WC
531
Whitney & Co
New York
$564K – – –
DWM
532
Diversify Wealth Management
Utah
$562K +$30.2K +966 +6%
CSB
533
City State Bank
Iowa
$560K -$116K -3,700 -17%
KIA
534
KCM Investment Advisors
California
$558K -$61.4K -1,962 -10%
TPW
535
Tiller Private Wealth
Pennsylvania
$556K +$376 +12 +0.1%
CWM
536
Coral Wealth Management
Florida
$552K +$570K +18,196 New
First Manhattan
537
First Manhattan
New York
$549K – – –
WHG
538
Westwood Holdings Group
Texas
$548K -$807K -25,766 -59%
TWM
539
TRB Wealth Management
Texas
$540K +$558K +17,826 New
SAW
540
Signal Advisors Wealth
Michigan
$540K +$62.2K +1,987 +13%
TA
541
TPG Advisors
Illinois
$539K +$22.3K +713 +4%
DW
542
Dodds Wealth
Colorado
$536K +$199K +6,341 +56%
TBA
543
Tower Bridge Advisors
Pennsylvania
$533K +$550K +17,575 New
Mirae Asset Global Investments
544
Mirae Asset Global Investments
South Korea
$529K +$234K +7,461 +75%
HEIP
545
Hudson Edge Investment Partners
New Jersey
$529K +$546K +17,431 New
WBG
546
Wharton Business Group
Pennsylvania
$526K – – –
PWA
547
Provenance Wealth Advisors
Florida
$519K -$503K -16,065 -48%
TCM
548
Traynor Capital Management
Pennsylvania
$519K -$159K -5,076 -23%
EAM
549
Everstar Asset Management
North Carolina
$516K -$52.6K -1,681 -9%
HPCM
550
Hunter Perkins Capital Management
Illinois
$512K +$529K +16,895 New