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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAWM
676
Capital Advisors Wealth Management
Washington
$325K -$116K -3,722 -26%
MWM
677
Melfa Wealth Management
Massachusetts
$322K -$311K -9,986 -49%
PWP
678
Principle Wealth Partners
Connecticut
$321K -$1.25K -40 -0.4%
BC
679
Burnham & Co
Michigan
$320K +$327K +10,490 New
AFG
680
Atomi Financial Group
New York
$320K -$2.24K -72 -0.7%
MWM
681
Mission Wealth Management
California
$316K +$37.4K +1,202 +13%
JP Morgan Chase
682
JP Morgan Chase
New York
$314K -$67.1K -2,155 -17%
SFG
683
SNS Financial Group
Minnesota
$313K +$320K +10,282 New
AUB
684
Atlantic Union Bankshares
Virginia
$311K -$186K -5,963 -37%
WA
685
Westfuller Advisors
New York
$311K +$93 +3 +0%
IP
686
Indivisible Partners
Florida
$311K +$15.5K +499 +5%
SWP
687
Strategic Wealth Partners
Ohio
$306K -$118K -3,780 -27%
HP
688
Haven Private
Florida
$305K -$37.4K -1,200 -11%
MIM
689
Merrion Investment Management
New Jersey
$305K – – –
PMWMG
690
Parr McKnight Wealth Management Group
Minnesota
$305K – – –
MSFS
691
Main Street Financial Solutions
Pennsylvania
$305K -$623 -20 -0.2%
WHC
692
Wulff, Hansen & Co
California
$303K -$34K -1,090 -10%
RHIG
693
R.H. Investment Group
Arizona
$302K -$343K -11,000 -53%
TFS
694
Thoroughbred Financial Services
Tennessee
$301K +$30.9K +993 +11%
SWA
695
SFMG Wealth Advisors
Texas
$299K +$2.58K +83 +0.9%
SP
696
Symmetry Partners
Connecticut
$299K +$78.6K +2,525 +35%
CP
697
Cumberland Partners
Ontario, Canada
$299K +$28.8K +925 +10%
QFA
698
Quantum Financial Advisors
California
$298K +$24.2K +777 +9%
FA
699
Flagstar Advisors
New York
$296K -$26K -835 -8%
LWM
700
LJI Wealth Management
Indiana
$295K -$42.1K -1,351 -12%