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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NGA
576
Naples Global Advisors
Florida
$471K +$43.2K +1,380 +10%
WTC
577
WhitTier Trust Company
Nevada
$471K +$783 +25 +0.2%
KV
578
Kickstand Ventures
New York
$469K +$94.8K +3,028 +24%
FF
579
Formulate Financial
Florida
$467K
IA
580
Integrity Alliance
Iowa
$466K -$13.9K -443 -3%
BKA
581
Brick & Kyle Associates
Pennsylvania
$462K -$10.6K -337 -2%
KJWM
582
Kiley Juergens Wealth Management
Washington
$459K
JSL
583
JT Stratford LLC
Georgia
$456K -$68.2K -2,179 -13%
STA
584
Summit Trail Advisors
New York
$452K +$62.6K +2,000 +16%
SBH
585
Segall Bryant & Hamill
Illinois
$450K +$85.3K +2,724 +23%
CIBC World Market
586
CIBC World Market
Ontario, Canada
$447K +$50.4K +1,610 +12%
UB
587
UMB Bank
Missouri
$447K
SM
588
Sweeney & Michel
California
$446K +$1.88K +60 +0.4%
HH
589
Hilltop Holdings
Texas
$445K -$10.2K -327 -2%
MWPCG
590
Measured Wealth Private Client Group
New Hampshire
$441K +$16.5K +527 +4%
PWP
591
Perfromance Wealth Partners
Illinois
$440K +$19.6K +625 +4%
EWA
592
Emergent Wealth Advisors
New York
$440K -$1.92M -61,197 -81%
BL
593
BCWM LLC
Kansas
$439K -$139K -4,439 -23%
CAWM
594
Capital Advisors Wealth Management
Washington
$436K +$2.94K +94 +0.7%
Fidelity Investments
595
Fidelity Investments
Massachusetts
$431K +$80.7K +2,576 +22%
WJA
596
Willis Johnson & Associates
Texas
$431K -$65.3K -2,085 -13%
VAG
597
VisionPoint Advisory Group
Texas
$428K +$31.8K +1,014 +8%
EWA
598
Evolution Wealth Advisors
Florida
$426K
SW
599
Simplicity Wealth
New Jersey
$425K +$50.7K +1,619 +13%
KA
600
Klingman & Associates
New York
$425K -$6.39K -204 -1%