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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
551
Lenox Wealth Advisors
New York
$434K +$112K +3,000 +35%
CPO
552
Cerity Partners OCIO
New York
$430K -$1.68K -45 -0.4%
WMA
553
Wealth Management Associates
New Jersey
$430K +$187 +5 +0%
MA
554
MONECO Advisors
Connecticut
$422K +$126K +3,373 +44%
CPIA
555
Cornell Pochily Investment Advisors
New York
$417K -$28.1K -754 -6%
Cohen & Steers
556
Cohen & Steers
New York
$413K -$17.3M -464,860 -98%
MWM
557
Meridian Wealth Management
Kentucky
$410K +$76.2K +2,044 +23%
MMA
558
Miracle Mile Advisors
California
$406K
JSL
559
JT Stratford LLC
Georgia
$405K +$47.9K +1,283 +14%
CWP
560
Capital Wealth Planning
Florida
$404K +$37.3K +1,000 +10%
TC
561
Telemus Capital
Michigan
$402K
RG
562
Retirement Group
California
$401K +$398K +10,663 New
BWP
563
Bernardo Wealth Planning
Pennsylvania
$399K -$1.34K -36 -0.3%
AIP
564
Almanack Investment Partners
Pennsylvania
$396K -$71.3K -1,910 -15%
MFW
565
Meristem Family Wealth
Minnesota
$395K
RSWM
566
Robertson Stephens Wealth Management
California
$389K -$39.6K -1,061 -9%
CBN
567
Cadence Bank NA
Texas
$382K +$380K +10,182 New
TF
568
TimeScale Financial
Massachusetts
$381K
IC
569
IEQ Capital
California
$381K +$378K +10,135 New
WWM
570
WT Wealth Management
Arizona
$378K +$98.7K +2,645 +36%
IHL
571
Investment House LLC
California
$375K -$2.61K -70 -0.7%
FNT
572
First Nebraska Trust
Nebraska
$373K +$19.4K +520 +6%
CA
573
Cornerstone Advisory
Maryland
$372K +$369K +9,904 New
JCM
574
Jacobi Capital Management
Pennsylvania
$369K +$73.3K +1,966 +25%
GTAM
575
Global Trust Asset Management
Florida
$367K -$3.62K -97 -1%