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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EIA
726
Edgemoor Investment Advisors
Maryland
$337K +$41.5K +1,290 +15%
BA
727
Bristlecone Advisors
Washington
$335K
MLA
728
My Legacy Advisors
Oregon
$334K -$128K -3,987 -28%
WIA
729
World Investment Advisors
California
$333K +$118K +3,671 +58%
BPAMU
730
BTG Pactual Asset Management US
New York
$332K +$332K +10,330 New
WBCM
731
Wilson & Boucher Capital Management
California
$332K -$9.65K -300 -3%
DWA
732
Douglass Winthrop Advisors
New York
$332K
MIM
733
Merrion Investment Management
New Jersey
$332K
SDJVC
734
St. Denis J. Villere & Co
Louisiana
$332K +$322K +10,000 New
Betterment LLC
735
Betterment LLC
New York
$332K +$28.6K +889 +10%
KMWM
736
Keudell/Morrison Wealth Management
Oregon
$331K +$92.5K +2,875 +41%
FFO
737
Fortitude Family Office
Arizona
$329K -$16K -497 -5%
CWM
738
Collaborative Wealth Management
Florida
$328K
TPW
739
Tiller Private Wealth
Pennsylvania
$327K +$89.8K +2,790 +40%
MWM
740
Modera Wealth Management
New Jersey
$326K -$76.2K -2,367 -19%
WF
741
Warner Financial
Maryland
$326K -$8.98K -279 -3%
DW
742
Dodds Wealth
Colorado
$326K +$4.76K +148 +2%
BB
743
Bell Bank
North Dakota
$324K
ST
744
Smithfield Trust
Pennsylvania
$323K -$13.8K -430 -4%
NAS
745
NWF Advisory Services
California
$322K -$28.4K -882 -8%
MSFS
746
Main Street Financial Solutions
Pennsylvania
$321K -$27.1K -842 -8%
SWA
747
SFMG Wealth Advisors
Texas
$321K +$2.74K +85 +0.9%
ISL
748
Ingalls & Snyder LLC
New York
$319K +$309K +9,600 New
TFP
749
Traction Financial Partners
Wyoming
$317K -$4.12K -128 -1%
PWA
750
Provenance Wealth Advisors
Florida
$317K +$28.9K +897 +10%