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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PNFS
551
PW Nova Financial Services
Pennsylvania
$510K
CWP
552
Cyndeo Wealth Partners
Florida
$506K +$74.8K +2,389 +17%
PMA
553
Prudent Man Advisors
Illinois
$504K
SCA
554
STALEY CAPITAL ADVISERS
Pennsylvania
$500K -$31.3K -1,000 -6%
KFGK
555
Keystone Financial Group (Kentucky)
Kentucky
$500K +$6.98K +223 +1%
BCWM
556
Bartlett & Co Wealth Management
Ohio
$497K +$7.08K +226 +1%
AUB
557
Atlantic Union Bankshares
Virginia
$490K -$368K -11,765 -42%
BFA
558
Bragg Financial Advisors
North Carolina
$488K
FNBOO
559
First National Bank of Omaha
Nebraska
$488K +$125K +4,000 +33%
RS
560
Rakuten Securities
Japan
$486K +$426K +13,619 +564%
SWM
561
SeaCrest Wealth Management
New York
$485K -$6.23K -199 -1%
ATS
562
Ashton Thomas Securities
New York
$485K +$501K +16,000 New
IPA
563
Investment Planning Advisors
Georgia
$483K +$10.5K +334 +2%
AMBIA
564
Allen Mooney & Barnes Investment Advisors
Georgia
$483K -$2.85K -91 -0.6%
Bank of Nova Scotia
565
Bank of Nova Scotia
Ontario, Canada
$482K
BCA
566
Bay Colony Advisors
Massachusetts
$482K -$3.41K -109 -0.7%
DCM
567
Delta Capital Management
New Jersey
$479K
OCM
568
One Capital Management
California
$478K +$15.5K +496 +3%
BHWM
569
Bar Harbor Wealth Management
New Hampshire
$477K -$10.7K -341 -2%
EI
570
EFG International
$477K
DWS
571
Dynamic Wealth Strategies
California
$476K +$10.7K +341 +2%
EA
572
Eclectic Associates
California
$475K +$43.1K +1,378 +10%
AWA
573
Arete Wealth Advisors
Illinois
$475K -$49.9K -1,595 -9%
ABC
574
Associated Banc-Corp
Wisconsin
$473K +$226K +7,208 +86%
ECM
575
Evergreen Capital Management
Washington
$472K