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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
626
GPS Wealth Strategies Group
Colorado
$474K +$229 +7 +0%
TWP
627
Tempus Wealth Planning
California
$472K +$191K +5,836 +64%
SW
628
SkyOak Wealth
Michigan
$470K +$55.6K +1,704 +13%
USCWA
629
U.S. Capital Wealth Advisors
Texas
$469K -$64.5K -1,976 -12%
RAG
630
RIA Advisory Group
Iowa
$468K +$9.89K +303 +2%
JAG
631
Journey Advisory Group
Kentucky
$466K
AI
632
Auour Investments
Massachusetts
$466K +$4.38K +134 +0.9%
TC
633
TownSquare Capital
Utah
$462K -$296K -9,053 -38%
Fidelity Investments
634
Fidelity Investments
Massachusetts
$462K -$44.1K -1,352 -8%
PCA
635
Pallas Capital Advisors
Massachusetts
$457K
EWA
636
Evolution Wealth Advisors
Florida
$455K
TCM
637
Triumph Capital Management
Colorado
$455K +$35.4K +1,085 +8%
NL
638
NWAM LLC
Washington
$454K -$595K -18,226 -56%
Brown Advisory
639
Brown Advisory
Maryland
$453K -$30K -919 -6%
BP
640
Ballentine Partners
Massachusetts
$450K +$23.7K +725 +5%
FFG
641
Fortem Financial Group
California
$448K
SIC
642
Salem Investment Counselors
North Carolina
$441K -$98K -3,000 -18%
KA
643
Klingman & Associates
New York
$441K
DA
644
Detalus Advisors
Missouri
$440K
NPT
645
National Philanthropic Trust
Pennsylvania
$440K
VAG
646
VisionPoint Advisory Group
Texas
$440K +$225K +6,884 +99%
TWA
647
TCI Wealth Advisors
Arizona
$439K +$22K +673 +5%
CPSC
648
Carl P. Sherr & Co
Massachusetts
$437K +$2.22K +68 +0.5%
PMSA
649
Patrick M. Sweeney & Associates
Illinois
$434K +$20.1K +615 +5%
TWM
650
Tradition Wealth Management
Minnesota
$433K -$45.7K -1,400 -9%