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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
601
Triumph Capital Management
Colorado
$501K -$206K -6,887 -30%
FFA
602
Farther Finance Advisors
California
$499K -$223K -7,473 -32%
PWP
603
Perfromance Wealth Partners
Illinois
$495K -$4.24K -142 -0.9%
LWM
604
Lodestone Wealth Management
Washington
$494K +$2.15K +72 +0.5%
PCA
605
Pallas Capital Advisors
Massachusetts
$490K -$16.5K -552 -3%
AWE
606
Avidian Wealth Enterprises
Texas
$490K +$71.3K +2,385 +18%
AMBIA
607
Allen Mooney & Barnes Investment Advisors
Georgia
$489K +$4.78K +160 +1%
HFA
608
High Falls Advisors
New York
$488K -$44.9K -1,503 -9%
Brown Advisory
609
Brown Advisory
Maryland
$487K -$12.1K -405 -3%
AI
610
Auour Investments
Massachusetts
$487K -$8.43K -282 -2%
SC
611
Summa Corp
Texas
$487K +$466K +15,600 New
GC
612
Guidance Capital
Kentucky
$484K +$464K +15,530 New
EWA
613
EP Wealth Advisors
California
$482K +$57.8K +1,936 +14%
BIA
614
Benchmark Investment Advisors
Illinois
$482K -$165K -5,534 -26%
SW
615
SkyOak Wealth
Michigan
$480K -$17.4K -582 -4%
MFG
616
Midwest Financial Group
Kansas
$477K +$30 +1 +0%
IFA
617
Interactive Financial Advisors
Illinois
$475K +$87.7K +2,936 +21%
Koshinski Asset Management
618
Koshinski Asset Management
Illinois
$470K -$19.8K -664 -4%
TA
619
TFB Advisors
Kansas
$466K +$446K +14,940 New
SC
620
Stolper & Co
Oklahoma
$465K +$2.45K +82 +0.6%
FFG
621
Fortem Financial Group
California
$464K +$18.9K +632 +4%
NPT
622
National Philanthropic Trust
Pennsylvania
$464K +$444K +14,875 New
IF
623
Ironwood Financial
Arizona
$460K -$35.9K -1,202 -8%
GWSG
624
GPS Wealth Strategies Group
Colorado
$458K -$149 -5 -0%
PAA
625
Peregrine Asset Advisers
Oregon
$455K -$98K -3,282 -18%