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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CTA
826
Colonial Trust Advisors
South Carolina
$97.6K -$28.6K -892 -22%
CA
827
Clearstead Advisors
Ohio
$95.8K
TFGT
828
TS Financial Group (TSFG)
Illinois
$95K +$289 +9 +0.3%
JEST
829
JTC Employer Solutions Trustee
Jersey
$94K
BFPW
830
BOK Financial Private Wealth
Colorado
$90.8K
TFP
831
Tilia Fiduciary Partners
North Carolina
$82.8K -$15.5K -483 -15%
GI
832
Gradient Investments
Minnesota
$81.4K
EL
833
EMFO LLC
Florida
$79.6K
AWM
834
Activest Wealth Management
Florida
$76.8K +$79.7K +2,482 New
HBW
835
Hazlett, Burt & Watson
West Virginia
$76K -$9.54K -297 -11%
MFT
836
Moisand Fitzgerald Tamayo
Florida
$75.9K
GM
837
GeoWealth Management
Illinois
$75K +$61K +1,898 +382%
PP
838
PrairieView Partners
Minnesota
$74K
GWSA
839
Global Wealth Strategies & Associates
Colorado
$71.5K -$4.19M -130,615 -98%
JFG
840
JDM Financial Group
Texas
$69.8K
CMANY
841
Capital Management Associates (New York)
New York
$67.1K
TF
842
Tompkins Financial
New York
$63.5K
SWM
843
Sugarloaf Wealth Management
Georgia
$62.9K +$128 +4 +0.2%
NSG
844
Nalls Sherbakoff Group
Tennessee
$60.3K +$62.6K +1,950 New
IGWM
845
ICA Group Wealth Management
Colorado
$57.8K -$207K -6,453 -78%
Commonwealth Equity Services
846
Commonwealth Equity Services
Massachusetts
$57.5K +$494K +15,378 +0.8%
NHT
847
New Hampshire Trust
New Hampshire
$56.2K -$53.2K -1,655 -48%
RA
848
Rise Advisors
New York
$55.6K +$642 +20 +1%
PP
849
Pacifica Partners
Canada
$55.6K -$482 -15 -0.8%
CWP
850
Concord Wealth Partners
Virginia
$52.4K +$610 +19 +1%