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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWMG
676
Levy Wealth Management Group
Pennsylvania
$378K -$50K -1,674 -12%
FWIA
677
Fort Washington Investment Advisors
Ohio
$378K -$93.4K -3,125 -21%
Jane Street
678
Jane Street
New York
$377K -$6.89M -230,589 -95%
SP
679
SWS Partners
Ohio
$375K +$10.9K +365 +3%
Calamos Advisors
680
Calamos Advisors
Illinois
$374K +$358K +11,975 New
FFO
681
Fortitude Family Office
Arizona
$373K +$357K +11,954 New
SWP
682
Strategic Wealth Partners
Ohio
$372K +$54.4K +1,820 +18%
WIM
683
WealthPlan Investment Management
Nebraska
$370K +$4.21K +141 +1%
VHAM
684
Van Hulzen Asset Management
California
$370K -$54.3K -1,817 -13%
CWP
685
Core Wealth Partners
California
$369K -$8.96K -300 -2%
EFG
686
Ehrlich Financial Group
California
$368K +$353K +11,811 New
ABC
687
Associated Banc-Corp
Wisconsin
$366K -$17.5K -586 -5%
RWB
688
RMR Wealth Builders
New Jersey
$365K -$184K -6,165 -34%
KBFS
689
Kohmann Bosshard Financial Services
Ohio
$365K -$230K -7,698 -40%
AA
690
AlphaCentric Advisors
Puerto Rico
$365K +$67.4K +2,256 +24%
FSA
691
Fort Sheridan Advisors
Illinois
$365K -$31.2K -1,044 -8%
BNP Paribas Financial Markets
692
BNP Paribas Financial Markets
France
$356K -$14.8M -494,574 -98%
SW
693
SteelPeak Wealth
California
$353K +$338K +11,317 New
EA
694
Eclectic Associates
California
$352K +$47.9K +1,602 +17%
JC
695
JB Capital
Connecticut
$352K +$33.5K +1,122 +11%
RG
696
Rathbones Group
United Kingdom
$350K -$19.4K -650 -5%
LA
697
Lane & Associates
New Jersey
$345K +$330K +11,058 New
MWM
698
Melfa Wealth Management
Massachusetts
$344K +$6.72K +225 +2%
BFA
699
Bragg Financial Advisors
North Carolina
$343K
GA
700
Geller Advisors
New York
$338K -$4.45K -149 -1%