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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
551
Curi Wealth Management
North Carolina
$691K +$210K +5,429 +45%
KCA
552
Karn Couzens & Associates
Connecticut
$686K +$319K +8,237 +90%
TNBTD
553
Trustmark National Bank Trust Department
Mississippi
$684K
GA
554
GoalVest Advisory
New York
$681K +$9.57K +247 +1%
SAS
555
Sanford Advisory Services
Michigan
$680K +$59.1K +1,525 +10%
AMM
556
American Money Management
California
$678K
MFM
557
Mirsky Financial Management
New York
$676K +$344K +8,889 +107%
Simplex Trading
558
Simplex Trading
Illinois
$674K +$664K +17,144 New
ST
559
Sabal Trust
Florida
$668K +$1.32K +34 +0.2%
RSC
560
Red Spruce Capital
Pennsylvania
$668K +$292K +7,549 +80%
BTWM
561
Baker Tilly Wealth Management
Wisconsin
$667K -$12.9K -334 -2%
SCM
562
Stonehearth Capital Management
Massachusetts
$654K
MCM
563
MV Capital Management
Maryland
$652K -$14.6K -377 -2%
WHG
564
Westwood Holdings Group
Texas
$650K +$111K +2,861 +21%
NIC
565
Northwest Investment Counselors
Oregon
$647K -$61.4K -1,585 -9%
WCG
566
Weaver Consulting Group
California
$646K +$77 +2 +0%
RC
567
Reik & Co
New York
$643K
FHC
568
First Horizon Corporation
Tennessee
$641K +$325K +8,379 +106%
BB
569
Bell Bank
North Dakota
$640K
DIA
570
Dana Investment Advisors
Wisconsin
$631K +$69.8K +1,802 +13%
MFW
571
Meristem Family Wealth
Minnesota
$630K +$213K +5,500 +52%
CA
572
CGN Advisors
Kansas
$630K +$237K +6,109 +62%
PMG
573
ProVise Management Group
Florida
$629K
RFN
574
RDA Financial Network
Iowa
$628K -$111K -2,870 -15%
FWIA
575
Fort Washington Investment Advisors
Ohio
$627K +$23.2K +600 +4%