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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIM
726
Merrion Investment Management
New Jersey
$316K
DWA
727
Douglass Winthrop Advisors
New York
$316K +$56.7K +1,800 +22%
AFS
728
AFG Fiduciary Services
Massachusetts
$312K +$2.68K +85 +0.9%
CWM
729
Collaborative Wealth Management
Florida
$312K
CP
730
Castleview Partners
Texas
$311K -$97.5K -3,098 -24%
BB
731
Bell Bank
North Dakota
$308K
HL
732
HeadInvest LLC
Maine
$307K
TFP
733
Traction Financial Partners
Wyoming
$307K -$111K -3,524 -27%
DW
734
Dodds Wealth
Colorado
$305K +$6.11K +194 +2%
SWA
735
SFMG Wealth Advisors
Texas
$302K +$2.58K +82 +0.9%
BC
736
Barrett & Company
Rhode Island
$302K -$102K -3,240 -25%
GI
737
Gradient Investments
Minnesota
$302K -$693 -22 -0.2%
HCP
738
Hexagon Capital Partners
Arkansas
$301K -$2.74K -87 -0.9%
WFA
739
Websterrogers Financial Advisors
South Carolina
$299K +$881 +28 +0.3%
TA
740
TPG Advisors
Illinois
$298K +$297K +9,436 New
BTC
741
Bank & Trust Company
Illinois
$296K +$295K +9,374 New
GG
742
GenWealth Group
New Jersey
$295K
HKIMG
743
Hutchens & Kramer Investment Management Group
Indiana
$294K +$1.45K +46 +0.5%
VVP
744
Venture Visionary Partners
Ohio
$294K -$158K -5,008 -35%
UBV
745
United Bank (Virginia)
Virginia
$294K
MYIA
746
Mount Yale Investment Advisors
Colorado
$293K +$293K +9,300 New
WAG
747
Winthrop Advisory Group
Massachusetts
$293K
SCM
748
Sterneck Capital Management
Missouri
$291K -$19.2K -610 -6%
Qube Research & Technologies (QRT)
749
Qube Research & Technologies (QRT)
United Kingdom
$289K +$288K +9,149 New
NIWA
750
New Insight Wealth Advisors
California
$288K -$26K -825 -8%