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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
676
CFO Capital Management
Connecticut
$312K +$81.4K +2,600 +34%
GCP
677
Guardian Capital (Pennsylvania)
Pennsylvania
$312K +$322K +10,283 New
WA
678
Westfuller Advisors
New York
$309K -$11.8K -376 -4%
GI
679
GLOBALT Investments
Georgia
$306K +$2.19K +70 +0.7%
SAM
680
Sawgrass Asset Management
Florida
$305K -$19.9K -635 -6%
WE
681
Wealth Effects
Massachusetts
$305K +$55.6K +1,776 +21%
MSFS
682
Main Street Financial Solutions
Pennsylvania
$304K -$228K -7,280 -42%
MIM
683
Merrion Investment Management
New Jersey
$303K
PMWMG
684
Parr McKnight Wealth Management Group
Minnesota
$303K
MWM
685
Maridea Wealth Management
New York
$300K +$310K +9,885 New
SWA
686
SFMG Wealth Advisors
Texas
$295K -$24K -767 -7%
TCM
687
Traub Capital Management
Massachusetts
$294K -$2.82K -90 -0.9%
IP
688
Indivisible Partners
Florida
$294K -$57.1K -1,824 -16%
GWP
689
Gateway Wealth Partners
Wisconsin
$293K +$303K +9,665 New
CGA
690
Crescent Grove Advisors
Illinois
$292K
Financial Engines Advisors
691
Financial Engines Advisors
California
$292K -$89.5K -2,858 -23%
SAM
692
Seelaus Asset Management
New Jersey
$290K -$17K -543 -5%
MA
693
Montag & Associates
Georgia
$290K -$4.38K -140 -1%
AAS
694
Ameritas Advisory Services
Nebraska
$289K +$6.92K +221 +2%
CAP
695
Columbia Advisory Partners
Washington
$289K
TCM
696
Triumph Capital Management
Colorado
$289K +$80.8K +2,579 +37%
PMG
697
ProVise Management Group
Florida
$287K -$18.8K -600 -6%
VFA
698
Valeo Financial Advisors
Indiana
$287K -$16.6K -529 -5%
CAMG
699
CWA Asset Management Group
Florida
$286K +$87.6K +2,796 +42%
SCI
700
Stableford Capital II
Arizona
$286K -$13.8K -441 -4%