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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
826
HB Wealth Management
Georgia
$235K +$232K +7,284 New
WJWM
827
Williams Jones Wealth Management
New York
$234K +$231K +7,261 New
TNBTD
828
Trustmark National Bank Trust Department
Mississippi
$233K -$22.8K -715 -9%
SIC
829
Samalin Investment Counsel
New York
$233K -$11.2K -352 -5%
AWS
830
Arkfeld Wealth Strategies
Nebraska
$232K -$64.1K -2,010 -21%
TCM
831
Tran Capital Management
California
$229K
BAM
832
Belpointe Asset Management
Nevada
$229K +$2.17K +68 +1%
KMWM
833
Keudell/Morrison Wealth Management
Oregon
$229K
PMA
834
Prudent Man Advisors
Illinois
$226K
WHC
835
Wulff, Hansen & Co
California
$226K -$208K -6,520 -45%
PCA
836
Prosperity Capital Advisors
Ohio
$225K +$223K +6,992 New
GWM
837
Greenwich Wealth Management
Connecticut
$225K -$6.03K -189 -3%
IWM
838
Iams Wealth Management
Nebraska
$225K -$26.1K -819 -10%
MWPCG
839
Measured Wealth Private Client Group
New Hampshire
$225K -$76.3K -2,392 -26%
WCM
840
WealthBridge Capital Management
Ohio
$225K +$191 +6 +0.1%
COCM
841
Charter Oak Capital Management
New Hampshire
$224K -$37.7K -1,183 -15%
VAG
842
VisionPoint Advisory Group
Texas
$223K -$7.84K -246 -3%
S
843
Syntrinsic
Colorado
$223K
AIC
844
Archer Investment Corporation
Indiana
$223K +$32 +1 +0%
WP
845
WealthShield Partners
North Carolina
$222K +$139K +4,372 +173%
SIG
846
Stonegate Investment Group
Alabama
$222K
IPWA
847
International Private Wealth Advisors
California
$221K -$3.19K -100 -1%
RC
848
Reik & Co
New York
$221K
VCA
849
Verdence Capital Advisors
Maryland
$220K +$1.37K +43 +0.6%
WTC
850
WhitTier Trust Company
Nevada
$220K