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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSSFA
751
Baron Silver Stevens Financial Advisors
Florida
$248K
OIA
752
Optimum Investment Advisors
Illinois
$247K
KP
753
Keel Point
Alabama
$247K -$74.4K -2,430 -23%
CM
754
Cercano Management
Washington
$245K -$61.2K -1,999 -20%
IWM
755
IHT Wealth Management
Illinois
$244K -$1.07K -35 -0.4%
NIC
756
Northwest Investment Counselors
Oregon
$243K -$2.66K -87 -1%
CFG
757
Citizens Financial Group
Rhode Island
$243K
BLC
758
Brown, Lisle/Cummings
Rhode Island
$243K -$2.72K -89 -1%
CWM
759
C2C Wealth Management
Arizona
$242K
FA
760
Flagstar Advisors
New York
$241K -$143K -4,665 -37%
AAM
761
Advisors Asset Management
Colorado
$241K +$99.6K +3,256 +72%
FAG
762
Fortitude Advisory Group
Washington
$240K +$92 +3 +0%
MCA
763
Millennium Capital Advisors
Arkansas
$240K -$5.97K -195 -2%
HWM
764
Hohimer Wealth Management
Washington
$239K -$4.9K -160 -2%
LC
765
Lindbrook Capital
California
$239K
KMWM
766
Keudell/Morrison Wealth Management
Oregon
$238K
Luther King Capital Management (LKCM)
767
Luther King Capital Management (LKCM)
Texas
$238K
WMA
768
Wealth Management Associates
New Jersey
$236K -$7.96K -260 -3%
DT
769
Diversified Trust
Tennessee
$234K -$38.3K -1,251 -14%
GJIA
770
Glass Jacobson Investment Advisors
Maryland
$233K +$231K +7,545 New
CGA
771
Crescent Grove Advisors
Illinois
$233K +$231K +7,542 New
LFS
772
Legacy Financial Strategies
Kansas
$233K
OCM
773
Objective Capital Management
Ohio
$232K +$230K +7,511 New
FWA
774
FSM Wealth Advisors
Ohio
$232K +$3.27K +107 +1%
TWA
775
TCI Wealth Advisors
Arizona
$232K +$8.35K +273 +4%