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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
626
Worth Asset Management
Texas
$564K +$632K +17,175 New
FB
627
Fulton Bank
Pennsylvania
$550K
OCM
628
Objective Capital Management
Ohio
$548K -$24.1K -655 -4%
COCM
629
Charter Oak Capital Management
New Hampshire
$547K +$37.1K +1,009 +7%
GFS
630
GYL Financial Synergies
Connecticut
$542K -$37.5K -1,019 -6%
CSIC
631
Clifford Swan Investment Counsel
California
$540K
PMG
632
ProVise Management Group
Florida
$537K -$45.8K -1,245 -8%
RG
633
Rathbones Group
United Kingdom
$537K +$85.5K +2,325 +19%
AP
634
Americana Partners
Texas
$536K +$549K +14,936 New
PWP
635
Principle Wealth Partners
Connecticut
$534K +$27.2K +739 +5%
IAG
636
Investment Advisory Group
Massachusetts
$533K +$74 +2 +0%
CC
637
Cypress Capital
Tennessee
$532K +$287K +7,800 +114%
CCG
638
Cypress Capital Group
Florida
$526K +$217K +5,904 +69%
GWSG
639
GPS Wealth Strategies Group
Colorado
$524K +$38.5K +1,048 +8%
IWP
640
Icon Wealth Partners
Texas
$524K +$79.9K +2,174 +18%
AIM
641
AHL Investment Management
Florida
$520K +$29.4K +800 +6%
EW
642
Evoke Wealth
California
$514K -$33.1K -900 -6%
State Farm Mutual Automobile Insurance
643
State Farm Mutual Automobile Insurance
Illinois
$513K
VVP
644
Venture Visionary Partners
Ohio
$512K +$11K +298 +2%
SC
645
Stolper & Co
Oklahoma
$508K +$45.9K +1,248 +10%
CSA
646
Cottage Street Advisors
Massachusetts
$506K +$54.1K +1,470 +12%
BA
647
Bristlecone Advisors
Washington
$505K
DG
648
DMC Group
Alabama
$503K -$117K -3,188 -18%
LWA
649
Lenox Wealth Advisors
New York
$499K
PWM
650
Perigon Wealth Management
California
$496K -$235K -6,390 -32%