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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
601
Westside Investment Management
California
$431K -$17.9K -584 -4%
GLA
602
Good Life Advisors
Pennsylvania
$429K +$6.27K +205 +2%
PWLP
603
Prio Wealth Limited Partnership
Massachusetts
$424K +$26.9K +880 +7%
LWMG
604
Levy Wealth Management Group
Pennsylvania
$423K -$39K -1,276 -9%
VHAM
605
Van Hulzen Asset Management
California
$423K +$32.7K +1,069 +8%
CRI
606
Colonial River Investments
Virginia
$422K +$417K +13,643 New
HL
607
HeadInvest LLC
Maine
$422K
MA
608
MKT Advisors
California
$417K -$10.9K -356 -3%
FB
609
Fulton Bank
Pennsylvania
$417K
FNT
610
First Nebraska Trust
Nebraska
$414K +$5.26K +172 +1%
CWM
611
Chemistry Wealth Management
New York
$413K -$10K -328 -2%
AWE
612
Avidian Wealth Enterprises
Texas
$410K +$37.7K +1,231 +10%
IP
613
Ignite Planners
California
$405K -$38.1K -1,244 -9%
AP
614
Atwood & Palmer
Missouri
$404K -$130K -4,245 -25%
FFS
615
Founders Financial Securities
Maryland
$404K +$1.47K +48 +0.4%
State Farm Mutual Automobile Insurance
616
State Farm Mutual Automobile Insurance
Illinois
$402K
PMG
617
ProVise Management Group
Florida
$400K -$30.6K -1,000 -7%
VAG
618
VisionPoint Advisory Group
Texas
$399K +$394K +12,892 New
FNBT
619
FineMark National Bank & Trust
Florida
$397K -$46K -1,502 -10%
BP
620
Ballentine Partners
Massachusetts
$392K
HIA
621
Harbor Investment Advisory
Maryland
$392K
SG
622
Somerset Group
Minnesota
$391K
WAM
623
Weatherly Asset Management
California
$390K -$231K -7,540 -37%
MCI
624
MRP Capital Investments
Georgia
$388K +$30.4K +995 +9%
TA
625
TFB Advisors
Kansas
$386K +$382K +12,493 New