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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
951
Sugarloaf Wealth Management
Georgia
$45.3K -$20.4K -640 -31%
JFG
952
JDM Financial Group
Texas
$45.3K – – –
OLVIG
953
Oliver Lagore Vanvalin Investment Group
Michigan
$43.4K -$383 -12 -0.9%
TCA
954
Trifecta Capital Advisors
Illinois
$42.2K – – –
PK
955
Pflug Koory
Nebraska
$41K +$287 +9 +0.7%
SWM
956
Sanctuary Wealth Management
Idaho
$39.6K – – –
CT
957
Cambridge Trust
Massachusetts
$37.1K -$7.17K -225 -16%
BCPWM
958
Bradley & Co Private Wealth Management
Florida
$36.8K – – –
ICM
959
Islay Capital Management
Texas
$32.2K – – –
RA
960
Ransom Advisory
Rhode Island
$32.2K +$31.9K +1,000 New
S
961
SignatureFD
Georgia
$32K +$3K +94 +10%
VL
962
Vima LLC
Michigan
$31.5K -$8.93K -280 -22%
ME
963
McIlrath & Eck
Washington
$31.3K – – –
SL
964
Salomon & Ludwin
Virginia
$31.2K – – –
GWANC
965
Guardian Wealth Advisors (North Carolina)
North Carolina
$31K – – –
MRCM
966
M&R Capital Management
New Jersey
$30.6K +$22.3K +700 +280%
S
967
Sachetta
Massachusetts
$29.6K – – –
CFS
968
CGC Financial Services
Oregon
$29.3K – – –
UB
969
UMB Bank
Missouri
$29.3K -$27.8K -873 -49%
BFO
970
Biltmore Family Office
North Carolina
$29.2K +$28.9K +907 New
BAM
971
Bellevue Asset Management
Washington
$29.1K +$128 +4 +0.4%
RFG
972
REAP Financial Group
Texas
$28.6K +$319 +10 +1%
BHWM
973
Beaird Harris Wealth Management
Texas
$27.2K – – –
BCV
974
Banque Cantonale Vaudoise
Switzerland
$26K +$6.38K +200 +33%
GWP
975
Gen-Wealth Partners
Michigan
$24.5K +$24.2K +760 New