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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
801
Collaborative Wealth Management
Florida
$232K -$44.8K -1,420 -16%
AWP
802
Axis Wealth Partners
Rhode Island
$232K -$4.19K -133 -2%
BSHC
803
Breed's Hill Capital
Massachusetts
$231K – – –
FNWM
804
Financial Network Wealth Management
Utah
$230K +$63 +2 +0%
AA
805
Armis Advisers
Georgia
$229K +$239K +7,592 New
IWP
806
Insight Wealth Partners
Texas
$229K – – –
HT
807
Headlands Technologies
Illinois
$228K +$234K +7,416 New
NIWA
808
New Insight Wealth Advisors
California
$228K -$4.73K -150 -2%
WA
809
Wealthstar Advisors
Texas
$226K -$44K -1,397 -16%
SAI
810
Savvy Advisors Inc
New York
$226K -$30.9K -979 -12%
LA
811
Lane & Associates
New Jersey
$225K -$283K -8,984 -55%
CCG
812
Cypress Capital Group
Florida
$224K -$102K -3,250 -31%
TWP
813
Tyche Wealth Partners
Texas
$224K -$20.1K -638 -8%
LWANC
814
Laurel Wealth Advisors (North Carolina)
North Carolina
$224K – – –
CT
815
Colonial Trust
South Carolina
$223K +$977 +31 +0.4%
ZIM
816
Zacks Investment Management
Illinois
$223K -$2.03M -64,242 -90%
RWM
817
Ritholtz Wealth Management
New York
$222K -$6.78K -215 -3%
TCM
818
Tran Capital Management
California
$219K – – –
HAG
819
HF Advisory Group
Maryland
$217K -$31.9K -1,011 -13%
KFI
820
Key Financial Inc
Pennsylvania
$216K -$41.9K -1,328 -16%
SMH
821
Sanders Morris Harris
Texas
$216K – – –
AF
822
Advisornet Financial
Minnesota
$215K +$6.3K +200 +3%
PAS
823
PKS Advisory Services
New York
$215K -$164K -5,205 -43%
WCM
824
WealthBridge Capital Management
Ohio
$214K -$6.12K -194 -3%
AFA
825
Allium Financial Advisors
Oregon
$213K +$219K +6,941 New