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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
551
Qube Research & Technologies (QRT)
United Kingdom
$619K +$314K +9,287 +97%
BTI
552
Blue Trust Inc
Georgia
$619K +$575K +17,000 New
NWM
553
Northwest Wealth Management
Iowa
$618K -$81.8K -2,417 -11%
PWMAG
554
Pinnacle Wealth Management Advisory Group
New Jersey
$616K -$510K -15,070 -45%
LMKC
555
L.M. Kohn & Company
Ohio
$615K +$5.35K +158 +0.9%
CFG
556
Citizens Financial Group
Rhode Island
$613K -$76.2K -2,252 -11%
GKWIM
557
Gerber Kawasaki Wealth & Investment Management
California
$612K -$812K -24,000 -58%
WJA
558
Willis Johnson & Associates
Texas
$609K
AOWM
559
Alpha Omega Wealth Management
Virginia
$606K -$2.84K -84 -0.5%
PA
560
Procyon Advisors
Connecticut
$605K -$80.8K -2,388 -11%
CIC
561
Cutler Investment Counsel
Oregon
$601K -$86K -2,541 -12%
EGA
562
E&G Advisors
Texas
$601K
LWANC
563
Laurel Wealth Advisors (North Carolina)
North Carolina
$592K -$1.27M -37,575 -68%
SMC
564
Smith, Moore & Co
Missouri
$591K -$54.2K -1,601 -8%
VA
565
Valmark Advisers
Ohio
$586K -$50.5K -1,492 -8%
MCM
566
Maryland Capital Management
Maryland
$583K -$22.3K -660 -4%
RSC
567
Red Spruce Capital
Pennsylvania
$575K -$211K -6,246 -26%
AWM
568
Atticus Wealth Management
Florida
$571K -$68.7K -2,029 -10%
GWM
569
Greenwich Wealth Management
Connecticut
$571K
ATPW
570
Ashton Thomas Private Wealth
Arizona
$571K -$4.57K -135 -0.8%
BTWM
571
Baker Tilly Wealth Management
Wisconsin
$569K -$10.2K -300 -2%
WCG
572
Weaver Consulting Group
California
$566K -$2.23K -66 -0.4%
GEA
573
Glen Eagle Advisors
New Jersey
$561K -$127K -3,766 -18%
IAG
574
Investment Advisory Group
Massachusetts
$561K +$81.4K +2,406 +16%
BRM
575
Boston Research & Management
Massachusetts
$557K +$259K +7,641 +82%