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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
551
Aire Advisors
California
$527K -$92.9K -3,036 -15%
IF
552
Ironwood Financial
Arizona
$525K -$22.6K -737 -4%
AMBIA
553
Allen Mooney & Barnes Investment Advisors
Georgia
$523K +$3.49K +114 +0.7%
SLWA
554
San Luis Wealth Advisors
California
$522K -$959K -31,356 -65%
NGA
555
Naples Global Advisors
Florida
$520K -$14K -457 -3%
SHFP
556
Second Half Financial Partners
Florida
$519K +$514K +16,796 New
AWM
557
Avior Wealth Management
Nebraska
$518K +$7.31K +239 +1%
ZIM
558
Zacks Investment Management
Illinois
$512K -$223K -7,295 -31%
WANY
559
Wealthspire Advisors (New York)
New York
$509K
CC
560
Courier Capital
New York
$508K +$503K +16,439 New
BTWM
561
Baker Tilly Wealth Management
Wisconsin
$503K -$1.5K -49 -0.3%
CA
562
CGN Advisors
Kansas
$499K -$112K -3,665 -19%
PWP
563
Perfromance Wealth Partners
Illinois
$496K -$16.9K -553 -3%
IAG
564
Investmark Advisory Group
Connecticut
$492K +$487K +15,919 New
IFA
565
Interactive Financial Advisors
Illinois
$490K -$109K -3,562 -18%
PAG
566
Powers Advisory Group
Illinois
$489K -$7.19K -235 -1%
CA
567
CoreCap Advisors
Michigan
$487K +$482K +15,756 New
Koshinski Asset Management
568
Koshinski Asset Management
Illinois
$486K +$481K +15,727 New
BC
569
Barrett & Company
Rhode Island
$486K -$86.8K -2,838 -15%
MFG
570
Midwest Financial Group
Kansas
$486K -$6.39K -209 -1%
Northern Trust
571
Northern Trust
Illinois
$483K +$81.1K +2,649 +20%
VVP
572
Venture Visionary Partners
Ohio
$476K -$22.4K -733 -5%
CIC
573
Cutler Investment Counsel
Oregon
$471K -$7.22K -236 -2%
FWIA
574
Fort Washington Investment Advisors
Ohio
$471K -$24.5K -800 -5%
CWP
575
Cyndeo Wealth Partners
Florida
$470K -$102K -3,322 -18%