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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIA
576
Barry Investment Advisors
Massachusetts
$557K -$66.2K -2,103 -11%
Pathstone Holdings
577
Pathstone Holdings
New Jersey
$556K -$16.5K -524 -3%
SWP
578
Strategic Wealth Partners
Ohio
$553K -$47.1K -1,496 -8%
USCWA
579
U.S. Capital Wealth Advisors
Texas
$553K -$35.2K -1,117 -6%
FPGK
580
Financial Partners Group (Kansas)
Kansas
$552K -$3.24K -103 -0.6%
ACIM
581
Azimuth Capital Investment Management
Michigan
$551K -$39.3K -1,250 -7%
AUB
582
Atlantic Union Bankshares
Virginia
$541K -$57.6K -1,830 -10%
FHA
583
First Horizon Advisors
Tennessee
$540K -$214K -6,790 -28%
EIP
584
Easterly Investment Partners
Massachusetts
$539K
CL
585
Choreo LLC
Illinois
$535K +$114K +3,634 +27%
JIC
586
Joel Isaacson & Co
New York
$534K +$3.62K +115 +0.7%
SMC
587
Smith, Moore & Co
Missouri
$533K -$7.3K -232 -1%
AI
588
Auour Investments
Massachusetts
$532K +$8.63K +274 +2%
PCA
589
Pallas Capital Advisors
Massachusetts
$527K
TAM
590
Titleist Asset Management
Texas
$525K -$149K -4,744 -22%
AAM
591
Advisors Asset Management
Colorado
$523K +$53K +1,684 +11%
WIC
592
Woodmont Investment Counsel
Tennessee
$520K +$462K +14,679 +816%
TPW
593
Transatlantique Private Wealth
New York
$518K
FSA
594
Fort Sheridan Advisors
Illinois
$517K +$146K +4,625 +39%
FFA
595
Farther Finance Advisors
California
$516K +$12K +381 +2%
WAS
596
Wealth Advisory Solutions
Indiana
$510K -$58.1K -1,845 -10%
SWM
597
SeaCrest Wealth Management
New York
$506K +$252 +8 +0%
JWBC
598
J.W. Burns & Co
New York
$504K -$54.3K -1,725 -10%
BRM
599
Boston Research & Management
Massachusetts
$503K -$30.7K -975 -6%
AMBIA
600
Allen Mooney & Barnes Investment Advisors
Georgia
$501K +$2.27K +72 +0.5%