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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
751
Betterment LLC
New York
$288K +$85.8K +2,726 +43%
O3W
752
Omni 360 Wealth
New Jersey
$288K -$6.64K -211 -2%
PWM
753
Proathlete Wealth Management
Florida
$287K
QFA
754
Quantum Financial Advisors
California
$284K
CCAL
755
City Center Advisors LLC
Michigan
$284K
FMP
756
Financial Management Professionals
Texas
$283K +$79.2K +2,515 +39%
PMG
757
ProVise Management Group
Florida
$282K -$15.7K -500 -5%
IW
758
Instrumental Wealth
Florida
$280K +$34K +1,079 +14%
EIA
759
Edgemoor Investment Advisors
Maryland
$279K +$18.1K +575 +7%
JWCA
760
J.W. Coons Advisors
Ohio
$279K +$25.2K +800 +10%
GJIA
761
Glass Jacobson Investment Advisors
Maryland
$276K -$25K -795 -8%
PWMAG
762
Pinnacle Wealth Management Advisory Group
New Jersey
$273K
PWA
763
Provenance Wealth Advisors
Florida
$272K -$161K -5,125 -37%
KS
764
Karpas Strategies
Connecticut
$271K +$252 +8 +0.1%
LWANC
765
Laurel Wealth Advisors (North Carolina)
North Carolina
$271K
1WA
766
180 Wealth Advisors
Washington
$265K +$261K +8,299 New
1832 Asset Management
767
1832 Asset Management
Ontario, Canada
$265K -$751K -23,853 -74%
SIC
768
Samalin Investment Counsel
New York
$263K +$35.2K +1,119 +16%
NA
769
Nottingham Advisors
New York
$261K -$289K -9,183 -53%
NFG
770
Norris Financial Group
South Carolina
$260K
TWP
771
Tyche Wealth Partners
Texas
$260K -$5.45K -173 -2%
Tudor Investment Corp
772
Tudor Investment Corp
Connecticut
$259K -$133K -4,219 -34%
BAM
773
Belpointe Asset Management
Nevada
$254K +$30K +954 +13%
OIA
774
Optimum Investment Advisors
Illinois
$252K
OFG
775
Omega Financial Group
California
$252K -$27.4K -869 -10%