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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
876
Manchester Capital Management
Vermont
$90.1K -$54.2K -1,720 -37%
NSG
877
Nalls Sherbakoff Group
Tennessee
$88.1K +$90.4K +2,866 New
AWM
878
Activest Wealth Management
Florida
$87.5K +$7.69K +244 +9%
TWM
879
Topsail Wealth Management
North Carolina
$84.5K
CFO
880
CVA Family Office
Colorado
$84K
BFPW
881
BOK Financial Private Wealth
Colorado
$83K -$10.3K -327 -11%
BPAMU
882
BTG Pactual Asset Management US
New York
$82.7K -$235K -7,467 -74%
LFASL
883
Lugano Financial Advisors SA (LFA)
Switzerland
$81.3K
BHWM
884
Beaird Harris Wealth Management
Texas
$80.2K +$58.8K +1,865 +250%
AW
885
Avion Wealth
Texas
$77K
OSAM
886
O'Shaughnessy Asset Management
Connecticut
$76.9K
PW
887
Pandora Wealth
Illinois
$76.8K +$78.8K +2,500 New
LFG
888
Larson Financial Group
Missouri
$76.3K -$17K -540 -18%
MFT
889
Moisand Fitzgerald Tamayo
Florida
$74.7K
EWM
890
EPG Wealth Management
Georgia
$74.6K -$56.9K -1,805 -43%
HPC
891
HM Payson & Co
Maine
$72.8K +$52.6K +1,669 +238%
MMCM
892
Murphy & Mullick Capital Management
New York
$69.3K -$4.07K -129 -5%
EB
893
Eastern Bank
Massachusetts
$66.1K
BOJHT
894
Bank of Jackson Hole Trust
Wyoming
$64.7K
GTAM
895
Global Trust Asset Management
Florida
$64.1K -$892K -28,293 -93%
TFGT
896
TS Financial Group (TSFG)
Illinois
$64K +$63 +2 +0.1%
PA
897
PSI Advisors
Florida
$63.8K -$5.71K -181 -8%
LWMI
898
Legacy Wealth Management (Idaho)
Idaho
$59.8K +$61.4K +1,947 New
NEWAS
899
N.E.W. Advisory Services
Wisconsin
$58.4K +$60K +1,902 New
MAS
900
MPWM Advisory Solutions
Georgia
$57.2K -$5.04K -160 -8%