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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
551
International Assets Investment Management
Florida
$524K -$1.6M -51,302 -75%
PWA
552
Provenance Wealth Advisors
Florida
$521K
TWM
553
TRB Wealth Management
Texas
$518K -$25.6K -821 -5%
TCM
554
Triumph Capital Management
Colorado
$518K +$232K +7,448 +78%
EAM
555
Everstar Asset Management
North Carolina
$517K -$1.99K -64 -0.4%
CAL
556
Capital Advisors Ltd
Ohio
$515K +$1.03K +33 +0.2%
CWP
557
Cyndeo Wealth Partners
Florida
$513K +$4.05K +130 +0.8%
PMA
558
Prudent Man Advisors
Illinois
$513K +$6.23K +200 +1%
WHG
559
Westwood Holdings Group
Texas
$509K -$43.2K -1,387 -8%
NCM
560
Novare Capital Management
North Carolina
$508K -$63.1K -2,026 -11%
TCM
561
Traynor Capital Management
Pennsylvania
$504K -$21.3K -683 -4%
CCG
562
Coastwise Capital Group
California
$503K +$121K +3,880 +31%
SCA
563
STALEY CAPITAL ADVISERS
Pennsylvania
$503K
DCM
564
Delta Capital Management
New Jersey
$498K +$17.1K +550 +3%
IPA
565
Investment Planning Advisors
Georgia
$497K +$12K +385 +2%
PNFS
566
PW Nova Financial Services
Pennsylvania
$495K +$506K +16,243 New
FCH
567
Freestone Capital Holdings
Washington
$492K +$503K +16,144 New
BFA
568
Bragg Financial Advisors
North Carolina
$491K
Bank of Nova Scotia
569
Bank of Nova Scotia
Ontario, Canada
$489K
AMBIA
570
Allen Mooney & Barnes Investment Advisors
Georgia
$489K +$3.61K +116 +0.7%
VWM
571
Venturi Wealth Management
Texas
$487K +$498K +15,974 New
SWIG
572
Strategic Wealth Investment Group
Kentucky
$485K -$6.29M -202,037 -93%
IFWM
573
Institute for Wealth Management
Colorado
$482K +$492K +15,799 New
BCA
574
Bay Colony Advisors
Massachusetts
$481K -$4.05K -130 -0.8%
EI
575
EFG International
$480K