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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HCP
601
Hexagon Capital Partners
Arkansas
$416K +$452 +15 +0.1%
MCA
602
Magnolia Capital Advisors
Mississippi
$416K -$23.3K -773 -5%
WW
603
Westshore Wealth
California
$415K -$72.2K -2,400 -15%
EA
604
Eclectic Associates
California
$415K +$813 +27 +0.2%
VAG
605
VisionPoint Advisory Group
Texas
$414K -$19.4K -643 -5%
PJSIMP
606
P.J. Schmidt Investment Management (PJS)
Wisconsin
$414K -$249K -8,259 -38%
TSWM
607
Tyler-Stone Wealth Management
Ohio
$413K +$1.72K +57 +0.4%
Bank of New York Mellon
608
Bank of New York Mellon
New York
$411K -$87.6K -2,911 -18%
GIM
609
Glenmede Investment Management
Pennsylvania
$409K +$401K +13,334 New
PP
610
Prudential plc
United Kingdom
$408K
CA
611
Continuum Advisory
Idaho
$408K -$21.3K -707 -5%
AAS
612
Ameritas Advisory Services
Nebraska
$408K -$799K -26,536 -67%
TA
613
TFB Advisors
Kansas
$406K +$5.69K +189 +1%
TPW
614
Tiller Private Wealth
Pennsylvania
$405K +$63.2K +2,099 +19%
FLPIM
615
F.L. Putnam Investment Management
Massachusetts
$403K -$406K -13,504 -51%
BF
616
BOK Financial
Oklahoma
$402K
RFA
617
Register Financial Advisors
Georgia
$402K +$30.6K +1,017 +8%
LWM
618
LJI Wealth Management
Indiana
$402K +$133K +4,420 +51%
OCM
619
Objective Capital Management
Ohio
$401K -$615K -20,431 -61%
SW
620
SkyOak Wealth
Michigan
$401K -$57.2K -1,900 -13%
MWM
621
MGB Wealth Management
Texas
$398K +$43.5K +1,445 +13%
FSA
622
Fort Sheridan Advisors
Illinois
$396K +$8.28K +275 +2%
BFG
623
Beacon Financial Group
Texas
$392K +$1.96K +65 +0.5%
AMG
624
Advisors Management Group
Wisconsin
$392K -$19.5K -647 -5%
AF
625
Apollon Financial
South Carolina
$391K -$4.06K -135 -1%