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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MMA
551
Miracle Mile Advisors
California
$503K -$340K -11,135 -40%
CCWM
552
Cassaday & Co Wealth Management
Virginia
$500K +$507K +16,600 New
BTWM
553
Baker Tilly Wealth Management
Wisconsin
$496K +$5.35K +175 +1%
RSWM
554
Robertson Stephens Wealth Management
California
$493K +$43.6K +1,425 +10%
NGA
555
Naples Global Advisors
Florida
$493K -$14.4K -470 -3%
SCM
556
Schnieders Capital Management
California
$488K -$36.7K -1,200 -7%
CIA
557
Capital Investment Advisors
Georgia
$487K -$44.6K -1,458 -8%
NSIM
558
North Star Investment Management
Illinois
$484K -$101K -3,306 -17%
Brown Advisory
559
Brown Advisory
Maryland
$483K -$132K -4,307 -21%
BHWM
560
Bar Harbor Wealth Management
New Hampshire
$483K -$190K -6,211 -28%
CG
561
Colony Group
Massachusetts
$483K -$995K -32,558 -67%
PWP
562
Perfromance Wealth Partners
Illinois
$483K -$1.59K -52 -0.3%
SW
563
SkyOak Wealth
Michigan
$481K -$122K -3,991 -20%
IF
564
Ironwood Financial
Arizona
$480K -$31.7K -1,037 -6%
LWM
565
Lodestone Wealth Management
Washington
$476K -$40.4K -1,321 -8%
Koshinski Asset Management
566
Koshinski Asset Management
Illinois
$475K +$611 +20 +0.1%
IWM
567
IHT Wealth Management
Illinois
$472K +$237K +7,755 +98%
AMBIA
568
Allen Mooney & Barnes Investment Advisors
Georgia
$468K -$42.2K -1,381 -8%
HAG
569
HF Advisory Group
Maryland
$466K +$24K +784 +5%
SM
570
Sweeney & Michel
California
$463K +$19.8K +648 +4%
PCA
571
Pallas Capital Advisors
Massachusetts
$463K -$16.7M -547,713 -97%
MFG
572
Midwest Financial Group
Kansas
$461K -$13K -425 -3%
CIC
573
Cutler Investment Counsel
Oregon
$460K +$764 +25 +0.2%
FWIA
574
Fort Washington Investment Advisors
Ohio
$459K
CWP
575
Cyndeo Wealth Partners
Florida
$458K