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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAG
876
Mokosak Advisory Group
Iowa
$200K +$198K +6,206 New
CA
877
Continuum Advisory
Idaho
$195K +$198K +6,201 New
IWA
878
Icon Wealth Advisors
Texas
$194K -$5.61K -176 -3%
RCM
879
Raleigh Capital Management
North Carolina
$192K +$188K +5,912 +10,372%
PAM
880
Palisade Asset Management
Minnesota
$186K +$184K +5,785 New
SIS
881
Sound Income Strategies
Florida
$185K -$16.9K -530 -8%
PCFFS
882
Pacific Center for Financial Services
California
$180K +$178K +5,578 New
GT
883
Glenmede Trust
Pennsylvania
$175K -$53.4K -1,675 -24%
CT
884
Colonial Trust
South Carolina
$173K -$1.05K -33 -0.6%
FFA
885
Founders Financial Alliance
North Carolina
$170K +$20.4K +640 +14%
RMC
886
Resources Management Corp
Connecticut
$169K +$167K +5,250 New
FIM
887
FWL Investment Management
Texas
$164K +$155K +4,850 +2,004%
JEST
888
JTC Employer Solutions Trustee
Jersey
$149K – – –
CA
889
Clearstead Advisors
Ohio
$147K +$55.9K +1,754 +60%
BFPW
890
BOK Financial Private Wealth
Colorado
$144K +$10.4K +327 +8%
JHCP
891
Jackson Hole Capital Partners
Oklahoma
$138K – – –
HT
892
Headlands Technologies
Illinois
$135K -$116K -3,636 -46%
EWM
893
EPG Wealth Management
Georgia
$133K +$351 +11 +0.3%
WSC
894
Wellington Shields & Co
New York
$129K +$24.1K +755 +23%
HCM
895
Hollencrest Capital Management
California
$127K +$1.37K +43 +1%
NL
896
NVWM LLC
Pennsylvania
$127K -$9.82K -308 -7%
AF
897
Advisornet Financial
Minnesota
$127K +$12.9K +404 +11%
JPWM
898
Jamison Private Wealth Management
Georgia
$125K -$116K -3,638 -48%
CFD
899
Creative Financial Designs
Indiana
$122K +$287 +9 +0.2%
USB
900
Union Savings Bank
Connecticut
$120K – – –