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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
551
Principle Wealth Partners
Connecticut
$596K -$108K -2,857 -16%
FHA
552
First Horizon Advisors
Tennessee
$594K +$134K +3,531 +30%
FWIA
553
Fort Washington Investment Advisors
Ohio
$589K
Carson Wealth (CWM LLC)
554
Carson Wealth (CWM LLC)
Nebraska
$587K
CA
555
Cornerstone Advisory
Maryland
$586K +$254K +6,697 +78%
TSS
556
Two Sigma Securities
New York
$584K +$577K +15,206 New
BHWM
557
Bar Harbor Wealth Management
New Hampshire
$581K
FB
558
Fulton Bank
Pennsylvania
$580K
WMA
559
Wealth Management Associates
New Jersey
$577K +$186K +4,910 +49%
BCM
560
Bowie Capital Management
Texas
$576K
CK
561
Cohen Klingenstein
New York
$576K
WWM
562
Windsor Wealth Management
Indiana
$575K +$104K +2,750 +22%
Kayne Anderson Rudnick Investment Management
563
Kayne Anderson Rudnick Investment Management
California
$574K +$3.56K +94 +0.6%
IWC
564
Integrated Wealth Concepts
Massachusetts
$574K +$193K +5,101 +52%
CSIC
565
Clifford Swan Investment Counsel
California
$569K +$11.4K +300 +2%
GLA
566
Good Life Advisors
Pennsylvania
$566K -$63.2K -1,666 -10%
CG
567
Cutler Group
California
$564K +$558K +14,700 New
CL
568
Choreo LLC
Illinois
$562K +$4.25K +112 +0.8%
FNBT
569
FineMark National Bank & Trust
Florida
$562K +$31.6K +833 +6%
PWM
570
Perigon Wealth Management
California
$552K +$545K +14,380 New
GFS
571
GYL Financial Synergies
Connecticut
$548K -$27.4K -722 -5%
DIA
572
Dana Investment Advisors
Wisconsin
$547K +$540K +14,233 New
MFG
573
Magnus Financial Group
New York
$542K +$19.7K +520 +4%
WPC
574
Waters Parkerson & Co
Louisiana
$539K
WP
575
WealthPLAN Partners
Nebraska
$536K -$43.1K -1,137 -8%