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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
551
Tempus Wealth Planning
California
$549K -$2.04M -65,518 -79%
PCFFS
552
Pacific Center for Financial Services
California
$549K – – –
SCA
553
STALEY CAPITAL ADVISERS
Pennsylvania
$542K – – –
TAFW
554
Tred Avon Family Wealth
Maryland
$540K – – –
DWM
555
Diversify Wealth Management
Utah
$540K -$77.5K -2,488 -13%
WBG
556
Wharton Business Group
Pennsylvania
$537K – – –
MSFS
557
Main Street Financial Solutions
Pennsylvania
$536K -$144K -4,629 -21%
TSS
558
Two Sigma Securities
New York
$535K -$327K -10,502 -38%
UFA
559
Unify Financial Advisors
Florida
$534K +$537K +17,256 New
AWA
560
Arete Wealth Advisors
Illinois
$534K -$13.5K -432 -2%
JSL
561
JT Stratford LLC
Georgia
$533K -$2.94M -94,346 -85%
CAL
562
Capital Advisors Ltd
Ohio
$530K -$89.4K -2,870 -14%
TA
563
TPG Advisors
Illinois
$528K +$142K +4,546 +36%
NW
564
NewEdge Wealth
Pennsylvania
$527K +$45K +1,445 +9%
SWP
565
Summit Wealth Partners
Florida
$518K -$43K -1,382 -8%
Tudor Investment Corp
566
Tudor Investment Corp
Connecticut
$516K -$85K -2,731 -14%
PMA
567
Prudent Man Advisors
Illinois
$515K +$12.5K +400 +2%
AAP
568
Arax Advisory Partners
Colorado
$512K +$515K +16,532 New
SWM
569
SeaCrest Wealth Management
New York
$509K +$43.8K +1,407 +10%
WJA
570
Willis Johnson & Associates
Texas
$505K +$9.62K +309 +2%
CFS
571
CRA Financial Services
New Jersey
$504K +$51K +1,639 +11%
BFA
572
Bragg Financial Advisors
North Carolina
$498K – – –
BHWM
573
Bar Harbor Wealth Management
New Hampshire
$498K +$59.8K +1,919 +14%
KFGK
574
Keystone Financial Group (Kentucky)
Kentucky
$497K -$53.6K -1,722 -10%
AMBIA
575
Allen Mooney & Barnes Investment Advisors
Georgia
$496K +$5.11K +164 +1%