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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ABC
576
Associated Banc-Corp
Wisconsin
$473K +$226K +7,208 +86%
ECM
577
Evergreen Capital Management
Washington
$472K – – –
NGA
578
Naples Global Advisors
Florida
$471K +$43.2K +1,380 +10%
WTC
579
WhitTier Trust Company
Nevada
$471K +$783 +25 +0.2%
KV
580
Kickstand Ventures
New York
$469K +$94.8K +3,028 +24%
FF
581
Formulate Financial
Florida
$467K – – –
IA
582
Integrity Alliance
Iowa
$466K -$13.9K -443 -3%
BKA
583
Brick & Kyle Associates
Pennsylvania
$462K -$10.6K -337 -2%
KJWM
584
Kiley Juergens Wealth Management
Washington
$459K – – –
JSL
585
JT Stratford LLC
Georgia
$456K -$68.2K -2,179 -13%
STA
586
Summit Trail Advisors
New York
$452K +$62.6K +2,000 +16%
SBH
587
Segall Bryant & Hamill
Illinois
$450K +$85.3K +2,724 +23%
CIBC World Market
588
CIBC World Market
Ontario, Canada
$447K +$50.4K +1,610 +12%
UB
589
UMB Bank
Missouri
$447K – – –
SM
590
Sweeney & Michel
California
$446K +$1.88K +60 +0.4%
HH
591
Hilltop Holdings
Texas
$445K -$10.2K -327 -2%
MWPCG
592
Measured Wealth Private Client Group
New Hampshire
$441K +$16.5K +527 +4%
PWP
593
Perfromance Wealth Partners
Illinois
$440K +$19.6K +625 +4%
EWA
594
Emergent Wealth Advisors
New York
$440K -$1.92M -61,197 -81%
BL
595
BCWM LLC
Kansas
$439K -$139K -4,439 -23%
CAWM
596
Capital Advisors Wealth Management
Washington
$436K +$2.94K +94 +0.7%
Fidelity Investments
597
Fidelity Investments
Massachusetts
$431K +$80.7K +2,576 +22%
WJA
598
Willis Johnson & Associates
Texas
$431K -$65.3K -2,085 -13%
VAG
599
VisionPoint Advisory Group
Texas
$428K +$31.8K +1,014 +8%
EWA
600
Evolution Wealth Advisors
Florida
$426K – – –