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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EW
626
Evoke Wealth
California
$464K
VVP
627
Venture Visionary Partners
Ohio
$464K +$812 +24 +0.2%
EWA
628
Evolution Wealth Advisors
Florida
$462K +$70.5K +2,083 +17%
SC
629
Stolper & Co
Oklahoma
$460K +$1.39K +41 +0.3%
SBH
630
Segall Bryant & Hamill
Illinois
$458K -$61.8K -1,826 -12%
BA
631
Bristlecone Advisors
Washington
$456K
SPFA
632
Summit Place Financial Advisors
New Jersey
$455K +$38.9K +1,150 +9%
FT
633
Fiduciary Trust
Massachusetts
$451K +$114K +3,383 +33%
PCA
634
Peddock Capital Advisors
Massachusetts
$449K -$244K -7,200 -35%
SNBOSCI
635
Security National Bank of Sioux City Iowa
Iowa
$448K
CWM
636
Chemistry Wealth Management
New York
$447K +$19.5K +576 +4%
NLP
637
Next Level Private
New York
$447K +$460K +13,592 New
IGWM
638
ICA Group Wealth Management
Colorado
$445K -$15K -443 -3%
AP
639
Americana Partners
Texas
$441K -$51.5K -1,522 -10%
RFN
640
RDA Financial Network
Iowa
$441K -$7.65K -226 -2%
KP
641
Keel Point
Alabama
$436K +$1.35K +40 +0.3%
HL
642
HeadInvest LLC
Maine
$434K
JCM
643
Jacobi Capital Management
Pennsylvania
$433K +$50.3K +1,486 +13%
SWA
644
SFMG Wealth Advisors
Texas
$432K +$68 +2 +0%
WBCM
645
Wilson & Boucher Capital Management
California
$431K -$13.5K -400 -3%
FFG
646
Fortem Financial Group
California
$429K -$139K -4,108 -24%
BB
647
Bell Bank
North Dakota
$428K +$7.78K +230 +2%
State Farm Mutual Automobile Insurance
648
State Farm Mutual Automobile Insurance
Illinois
$427K
IFA
649
Interactive Financial Advisors
Illinois
$426K -$101K -2,972 -19%
HCM
650
Highview Capital Management
Illinois
$425K -$1.53M -45,314 -78%