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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OCM
601
One Capital Management
California
$470K -$378 -12 -0.1%
WJA
602
Willis Johnson & Associates
Texas
$469K -$349K -11,081 -42%
PWP
603
Principle Wealth Partners
Connecticut
$466K -$5.99K -190 -1%
SW
604
SkyOak Wealth
Michigan
$460K
CTWM
605
Cherry Tree Wealth Management
Minnesota
$457K -$439K -13,931 -48%
TWA
606
TCI Wealth Advisors
Arizona
$456K +$27.6K +876 +6%
KFGK
607
Keystone Financial Group (Kentucky)
Kentucky
$453K +$248K +7,862 +114%
CL
608
Choreo LLC
Illinois
$453K -$624K -19,802 -57%
PWP
609
Perfromance Wealth Partners
Illinois
$452K -$31.2K -990 -6%
PCA
610
Pallas Capital Advisors
Massachusetts
$446K
M&T Bank
611
M&T Bank
New York
$445K +$83.2K +2,640 +22%
Brown Advisory
612
Brown Advisory
Maryland
$443K +$315 +10 +0.1%
SWIG
613
Strategic Wealth Investment Group
Kentucky
$442K -$10.6M -335,757 -96%
UB
614
UMB Bank
Missouri
$441K +$452K +14,343 New
MCA
615
Magnolia Capital Advisors
Mississippi
$440K +$27.4K +869 +6%
AMBIA
616
Allen Mooney & Barnes Investment Advisors
Georgia
$439K +$32.7K +1,036 +8%
1L
617
10Elms LLP
Oklahoma
$438K -$43.2K -1,371 -9%
VAG
618
VisionPoint Advisory Group
Texas
$435K +$10.4K +329 +2%
SIC
619
Salem Investment Counselors
North Carolina
$434K +$2.93K +93 +0.7%
EWA
620
Evolution Wealth Advisors
Florida
$432K -$13.2K -419 -3%
KA
621
Klingman & Associates
New York
$431K
DA
622
Detalus Advisors
Missouri
$430K
CA
623
Continuum Advisory
Idaho
$430K +$41.1K +1,304 +10%
NPT
624
National Philanthropic Trust
Pennsylvania
$430K
NW
625
NewEdge Wealth
Pennsylvania
$430K -$50.8K -1,612 -10%