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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IC
576
Inscription Capital
Texas
$620K -$402K -10,374 -40%
PWP
577
Principle Wealth Partners
Connecticut
$620K +$9.99K +258 +2%
CCG
578
Cypress Capital Group
Florida
$612K -$3.87K -100 -0.6%
FB
579
Fulton Bank
Pennsylvania
$595K
TCBWMS
580
Texas Capital Bank Wealth Management Services
Texas
$591K +$49.8K +1,286 +9%
GRP
581
Global Retirement Partners
California
$591K +$187K +4,819 +47%
MFG
582
MidWestOne Financial Group
Iowa
$591K +$311K +8,022 +115%
BCM
583
Bowie Capital Management
Texas
$590K
CK
584
Cohen Klingenstein
New York
$590K
Carson Wealth (CWM LLC)
585
Carson Wealth (CWM LLC)
Nebraska
$587K
MCM
586
Maryland Capital Management
Maryland
$587K +$271K +7,003 +88%
Kayne Anderson Rudnick Investment Management
587
Kayne Anderson Rudnick Investment Management
California
$586K -$3.02K -78 -0.5%
PRWA
588
Platte River Wealth Advisors
Colorado
$586K +$577K +14,905 New
AAIM
589
Asset Advisors Investment Management
Georgia
$585K -$180K -4,645 -24%
CSIC
590
Clifford Swan Investment Counsel
California
$584K
CL
591
Choreo LLC
Illinois
$582K +$6.74K +174 +1%
WMA
592
Wealth Management Associates
New Jersey
$581K -$9.68K -250 -2%
RIM
593
Rockbridge Investment Management
New York
$577K +$133K +3,442 +31%
TWA
594
TCI Wealth Advisors
Arizona
$571K +$143K +3,694 +34%
GFS
595
GYL Financial Synergies
Connecticut
$569K +$7.32K +189 +1%
AUB
596
Atlantic Union Bankshares
Virginia
$569K +$33.9K +876 +6%
GSEP
597
Golden State Equity Partners
California
$566K +$161K +4,145 +40%
Luther King Capital Management (LKCM)
598
Luther King Capital Management (LKCM)
Texas
$565K
SAS
599
Stelac Advisory Services
New York
$563K +$90.6K +2,338 +20%
GM
600
GeoWealth Management
Illinois
$559K +$9.53K +246 +2%