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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFG
676
Atomi Financial Group
New York
$320K -$2.24K -72 -0.7%
MWM
677
Mission Wealth Management
California
$316K +$37.4K +1,202 +13%
JP Morgan Chase
678
JP Morgan Chase
New York
$314K -$67.1K -2,155 -17%
SFG
679
SNS Financial Group
Minnesota
$313K +$320K +10,282 New
AUB
680
Atlantic Union Bankshares
Virginia
$311K -$186K -5,963 -37%
WA
681
Westfuller Advisors
New York
$311K +$93 +3 +0%
IP
682
Indivisible Partners
Florida
$311K +$15.5K +499 +5%
SWP
683
Strategic Wealth Partners
Ohio
$306K -$118K -3,780 -27%
HP
684
Haven Private
Florida
$305K -$37.4K -1,200 -11%
MIM
685
Merrion Investment Management
New Jersey
$305K
PMWMG
686
Parr McKnight Wealth Management Group
Minnesota
$305K
MSFS
687
Main Street Financial Solutions
Pennsylvania
$305K -$623 -20 -0.2%
WHC
688
Wulff, Hansen & Co
California
$303K -$34K -1,090 -10%
RHIG
689
R.H. Investment Group
Arizona
$302K -$343K -11,000 -53%
TFS
690
Thoroughbred Financial Services
Tennessee
$301K +$30.9K +993 +11%
SWA
691
SFMG Wealth Advisors
Texas
$299K +$2.58K +83 +0.9%
SP
692
Symmetry Partners
Connecticut
$299K +$78.6K +2,525 +35%
CP
693
Cumberland Partners
Ontario, Canada
$299K +$28.8K +925 +10%
QFA
694
Quantum Financial Advisors
California
$298K +$24.2K +777 +9%
FA
695
Flagstar Advisors
New York
$296K -$26K -835 -8%
LWM
696
LJI Wealth Management
Indiana
$295K -$42.1K -1,351 -12%
AA
697
Ancora Advisors
Ohio
$295K +$13.3K +427 +5%
CGA
698
Crescent Grove Advisors
Illinois
$294K
CFA
699
Camarda Financial Advisors
Florida
$294K +$36.3K +1,167 +14%
TCM
700
Traub Capital Management
Massachusetts
$293K -$2.58K -83 -0.9%