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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OFS
826
OneAscent Financial Services
Alabama
$208K -$8.41K -270 -4%
VT
827
Vise Technologies
New York
$208K +$209K +6,709 New
GI
828
GAMMA Investing
California
$207K -$102K -3,267 -33%
RIA
829
Rhodes Investment Advisors
Texas
$207K +$208K +6,675 New
PRP
830
Peak Retirement Planning
Ohio
$206K +$207K +6,653 New
PWM
831
Peak Wealth Management
New Hampshire
$206K +$207K +6,652 New
VVP
832
Venture Visionary Partners
Ohio
$206K +$207K +6,651 New
KWS
833
Keystone Wealth Services
California
$206K -$72.6K -2,330 -26%
CAMG
834
CWA Asset Management Group
Florida
$206K -$66.9K -2,149 -24%
CPSC
835
Carl P. Sherr & Co
Massachusetts
$206K
MCA
836
Millennium Capital Advisors
Arkansas
$205K
CC
837
Clearwave Capital
California
$204K +$205K +6,594 New
HA
838
Hegarty Advisors
New York
$204K +$205K +6,586 New
VCA
839
Verdence Capital Advisors
Maryland
$203K
KF
840
Krilogy Financial
Missouri
$200K +$196K +6,285 New
JFGIW
841
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$197K
KFI
842
Key Financial Inc
Pennsylvania
$193K -$28.5K -916 -13%
GFA
843
Godfrey Financial Associates
New York
$192K +$194K +6,217 New
JEST
844
JTC Employer Solutions Trustee
Jersey
$192K
FHC
845
First Horizon Corporation
Tennessee
$191K -$43.6K -1,401 -18%
WP
846
WealthShield Partners
North Carolina
$190K +$1.53K +49 +0.8%
CT
847
Colonial Trust
South Carolina
$186K -$23.1K -743 -11%
NEAM
848
New England Asset Management
Connecticut
$186K
WSCM
849
Wellington Shields Capital Management
New York
$184K +$374 +12 +0.2%
Group One Trading
850
Group One Trading
Illinois
$171K -$126K -4,052 -42%