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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
776
Samalin Investment Counsel
New York
$390K -$11.3K -291 -3%
FAG
777
Fortitude Advisory Group
Washington
$389K +$384K +9,871 New
BFA
778
Bragg Financial Advisors
North Carolina
$388K
MCA
779
MSH Capital Advisors
Arizona
$387K +$381K +9,816 New
UF
780
Univest Financial
Pennsylvania
$387K
CBN
781
Cadence Bank NA
Texas
$386K -$14.8K -381 -4%
CAC
782
Core Alternative Capital
Georgia
$386K +$381K +9,800 New
WWM
783
WJ Wealth Management
Arizona
$384K +$379K +9,750 New
FFWM
784
Future Financial Wealth Management
Ohio
$382K
FWSM
785
First Wilshire Securities Management
California
$378K
FWM
786
Frontier Wealth Management
Missouri
$376K -$7.27K -187 -2%
DAM
787
Derbend Asset Management
Georgia
$372K +$1.75K +45 +0.5%
FT
788
Fiduciary Trust
Massachusetts
$370K -$27.2K -700 -7%
IP
789
Ignite Planners
California
$370K +$375K +9,644 New
GG
790
GenWealth Group
New Jersey
$368K
CA
791
Crewe Advisors
Utah
$368K +$122K +3,148 +51%
UBV
792
United Bank (Virginia)
Virginia
$367K +$38.9K +1,000 +12%
LP
793
Lloyd Park
Illinois
$367K +$361K +9,296 New
MFM
794
Mirsky Financial Management
New York
$366K +$17.2K +443 +5%
TMWM
795
Taylor & Morgan Wealth Management
Michigan
$364K +$359K +9,233 New
RCAG
796
Rehmann Capital Advisory Group
Michigan
$362K -$118K -3,024 -25%
MWM
797
Meridian Wealth Management
Kentucky
$361K +$6.41K +165 +2%
MIM
798
Moseley Investment Management
Florida
$361K +$11.6K +299 +3%
SWM
799
Southern Wealth Management
Texas
$360K -$37K -952 -9%
CAM
800
Chandler Asset Management
California
$360K +$354K +9,122 New