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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIG
551
Roosevelt Investment Group
New York
$752K +$2.08K +53 +0.3%
SFG
552
Sage Financial Group
Pennsylvania
$752K +$23.4K +597 +3%
WJWM
553
Williams Jones Wealth Management
New York
$749K +$478K +12,175 +171%
SFP
554
Sterling Financial Planning
New Jersey
$748K -$13.5K -343 -2%
GEA
555
Glen Eagle Advisors
New Jersey
$748K +$4.28K +109 +0.6%
PCM
556
Parsons Capital Management
Rhode Island
$743K -$5.22K -133 -0.7%
RSC
557
Red Spruce Capital
Pennsylvania
$743K +$84.3K +2,150 +13%
LSA
558
Lion Street Advisors
Texas
$737K +$746K +19,022 New
HIA
559
Harbor Investment Advisory
Maryland
$728K
WPW
560
Waldron Private Wealth
Pennsylvania
$719K
EGA
561
E&G Advisors
Texas
$717K +$725K +18,476 New
AAIM
562
Asset Advisors Investment Management
Georgia
$711K +$135K +3,445 +23%
AOWM
563
Alpha Omega Wealth Management
Virginia
$707K +$6.2K +158 +0.9%
MWM
564
Mattern Wealth Management
Kansas
$706K +$118 +3 +0%
SAS
565
Sanford Advisory Services
Michigan
$706K +$35.5K +904 +5%
CCA
566
Cadent Capital Advisors
Oklahoma
$704K +$266K +6,791 +60%
TWA
567
TCI Wealth Advisors
Arizona
$701K +$138K +3,526 +24%
WANY
568
Wealthspire Advisors (New York)
New York
$701K +$708K +18,050 New
CA
569
CGN Advisors
Kansas
$694K +$73.2K +1,866 +12%
SXL
570
Summit X LLC
Missouri
$690K -$27.4K -699 -4%
GWM
571
Greenwich Wealth Management
Connecticut
$685K
KPCM
572
Kings Point Capital Management
New York
$679K -$1.5M -38,250 -69%
AMM
573
American Money Management
California
$678K +$9.81K +250 +1%
ST
574
Sabal Trust
Florida
$659K
BTWM
575
Baker Tilly Wealth Management
Wisconsin
$659K +$981 +25 +0.1%