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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
601
Great Valley Advisor Group
Delaware
$475K +$86K +2,728 +21%
OCM
602
One Capital Management
California
$470K -$378 -12 -0.1%
WJA
603
Willis Johnson & Associates
Texas
$469K -$349K -11,081 -42%
PWP
604
Principle Wealth Partners
Connecticut
$466K -$5.99K -190 -1%
SW
605
SkyOak Wealth
Michigan
$460K – – –
CTWM
606
Cherry Tree Wealth Management
Minnesota
$457K -$439K -13,931 -48%
TWA
607
TCI Wealth Advisors
Arizona
$456K +$27.6K +876 +6%
KFGK
608
Keystone Financial Group (Kentucky)
Kentucky
$453K +$248K +7,862 +114%
CL
609
Choreo LLC
Illinois
$453K -$624K -19,802 -57%
PWP
610
Perfromance Wealth Partners
Illinois
$452K -$31.2K -990 -6%
PCA
611
Pallas Capital Advisors
Massachusetts
$446K – – –
M&T Bank
612
M&T Bank
New York
$445K +$83.2K +2,640 +22%
Brown Advisory
613
Brown Advisory
Maryland
$443K +$315 +10 +0.1%
SWIG
614
Strategic Wealth Investment Group
Kentucky
$442K -$10.6M -335,757 -96%
UB
615
UMB Bank
Missouri
$441K +$452K +14,343 New
MCA
616
Magnolia Capital Advisors
Mississippi
$440K +$27.4K +869 +6%
AMBIA
617
Allen Mooney & Barnes Investment Advisors
Georgia
$439K +$32.7K +1,036 +8%
1L
618
10Elms LLP
Oklahoma
$438K -$43.2K -1,371 -9%
VAG
619
VisionPoint Advisory Group
Texas
$435K +$10.4K +329 +2%
SIC
620
Salem Investment Counselors
North Carolina
$434K +$2.93K +93 +0.7%
EWA
621
Evolution Wealth Advisors
Florida
$432K -$13.2K -419 -3%
KA
622
Klingman & Associates
New York
$431K – – –
DA
623
Detalus Advisors
Missouri
$430K – – –
CA
624
Continuum Advisory
Idaho
$430K +$41.1K +1,304 +10%
NPT
625
National Philanthropic Trust
Pennsylvania
$430K – – –