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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SW
601
Simplicity Wealth
New Jersey
$425K +$50.7K +1,619 +13%
KA
602
Klingman & Associates
New York
$425K -$6.39K -204 -1%
IW
603
Instrumental Wealth
Florida
$425K +$3.98K +127 +0.9%
NPT
604
National Philanthropic Trust
Pennsylvania
$424K – – –
HIA
605
Harbor Investment Advisory
Maryland
$424K – – –
AIS
606
AM Investment Strategies
Tennessee
$423K +$1.5K +48 +0.3%
DA
607
Detalus Advisors
Missouri
$421K -$3.44K -110 -0.8%
GCM
608
Gallacher Capital Management
Colorado
$421K +$11.1K +354 +3%
MA
609
Mezzasalma Advisors
New Jersey
$421K -$498K -15,899 -53%
NW
610
NewEdge Wealth
Pennsylvania
$420K -$99.2K -3,168 -19%
SAM
611
Synergy Asset Management
Washington
$420K +$153K +4,872 +54%
SWP
612
Strategic Wealth Partners
Ohio
$419K -$7.23K -231 -2%
BCM
613
Boreal Capital Management
Florida
$417K -$457K -14,597 Closed
RWM
614
Rialto Wealth Management
New York
$417K – – –
Northern Trust
615
Northern Trust
Illinois
$416K -$139K -4,434 -24%
KWA
616
Kingswood Wealth Advisors
California
$416K +$4.07K +130 +1%
CKAIS
617
Christensen King & Associates Investment Services
Washington
$415K -$39.7K -1,267 -8%
PAMG
618
Patton Albertson Miller Group
Tennessee
$415K – – –
Group One Trading
619
Group One Trading
Illinois
$414K +$254K +8,117 +147%
AWM
620
AE Wealth Management
Kansas
$408K -$255K -8,146 -38%
RCA
621
Ranch Capital Advisors
Florida
$407K +$24.6K +785 +6%
PEA
622
Park Edge Advisors
Ohio
$405K +$2K +64 +0.5%
LSIA
623
LaSalle St. Investment Advisors
Illinois
$401K +$36.4K +1,161 +10%
BFG
624
Beacon Financial Group
Texas
$400K +$26.6K +848 +7%
AFP
625
Ausdal Financial Partners
Iowa
$400K -$35.8K -1,142 -8%