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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
B
751
Bailard
California
$244K +$249K +7,987 New
MP
752
McDonald Partners
Ohio
$242K
CTC
753
Central Trust Company
Missouri
$240K
AFS
754
AFG Fiduciary Services
Massachusetts
$239K -$98.3K -3,155 -29%
WAG
755
Winthrop Advisory Group
Massachusetts
$238K
DIM
756
DLK Investment Management
California
$237K +$234K +7,500 New
SQA
757
Simon Quick Advisors
New Jersey
$235K +$240K +7,715 New
BB
758
Bell Bank
North Dakota
$235K
JMBA
759
J. M. Brown & Associates
Oklahoma
$232K +$237K +7,617 New
Principal Financial Group
760
Principal Financial Group
Iowa
$232K +$237K +7,601 New
MA
761
MKT Advisors
California
$231K -$1.96K -63 -0.8%
RWA
762
Reicon Wealth Advisors
Georgia
$230K +$20.5K +659 +10%
BPAMU
763
BTG Pactual Asset Management US
New York
$229K +$13.3K +426 +6%
FFWA
764
Forthright Family Wealth Advisory
Texas
$229K +$234K +7,510 New
IAA
765
Independent Advisor Alliance
North Carolina
$228K -$1.17M -37,684 -83%
FNWM
766
Financial Network Wealth Management
Utah
$228K
ANC
767
Ames National Corp
Iowa
$227K -$60.7K -1,950 -21%
AWS
768
Arkfeld Wealth Strategies
Nebraska
$226K +$1.46K +47 +0.6%
VF
769
Vawter Financial
Ohio
$222K
PWM
770
Proathlete Wealth Management
Florida
$222K -$56.8K -1,825 -20%
SWASL
771
Spartan Wealth Advisory Services LLC
Michigan
$222K -$37.4K -1,200 -14%
OFS
772
OneAscent Financial Services
Alabama
$222K -$187 -6 -0.1%
WMA
773
Wealth Management Associates
New Jersey
$222K -$11.7K -375 -5%
AIC
774
Archer Investment Corporation
Indiana
$220K +$13K +416 +6%
AWP
775
Axis Wealth Partners
Rhode Island
$219K -$8.32K -267 -4%