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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JIC
601
Joel Isaacson & Co
New York
$542K +$21.7K +682 +4%
FI
602
Financial Insights
Washington
$537K +$206K +6,450 +63%
AI
603
Auour Investments
Massachusetts
$535K +$37.4K +1,173 +8%
PAG
604
Powers Advisory Group
Illinois
$534K -$31.2K -979 -6%
PCA
605
Pallas Capital Advisors
Massachusetts
$532K +$26.1K +819 +5%
VA
606
Valmark Advisers
Ohio
$532K -$3.12K -98 -0.6%
TPW
607
Transatlantique Private Wealth
New York
$529K +$247K +7,733 +89%
DWA
608
Delta Wealth Advisors
Indiana
$528K +$522K +16,382 New
BTWM
609
Baker Tilly Wealth Management
Wisconsin
$525K -$4.5K -141 -0.9%
AAP
610
Arax Advisory Partners
Colorado
$522K -$29.7K -932 -5%
GI
611
GLOBALT Investments
Georgia
$519K -$9.05K -284 -2%
FFA
612
Farther Finance Advisors
California
$518K +$3.67K +115 +0.7%
SWM
613
SeaCrest Wealth Management
New York
$517K -$90.1K -2,825 -15%
Brown Advisory
614
Brown Advisory
Maryland
$515K +$11.5K +360 +2%
HT
615
HAP Trading
New York
$514K +$509K +15,963 New
NLP
616
Next Level Private
New York
$512K +$506K +15,871 New
TWC
617
TD Waterhouse Canada
Ontario, Canada
$510K -$199K -6,243 -28%
PWP
618
Perfromance Wealth Partners
Illinois
$509K -$2.01K -63 -0.4%
LA
619
Lane & Associates
New Jersey
$507K +$149K +4,675 +42%
LWM
620
Lodestone Wealth Management
Washington
$506K -$4.75K -149 -0.9%
SC
621
Summa Corp
Texas
$503K
TA
622
TFB Advisors
Kansas
$500K +$35.2K +1,105 +7%
Fidelity Investments
623
Fidelity Investments
Massachusetts
$499K +$89.8K +2,816 +22%
CA
624
Carson Advisory
Georgia
$497K +$57.4K +1,800 +13%
AMBIA
625
Allen Mooney & Barnes Investment Advisors
Georgia
$497K +$3.54K +111 +0.7%