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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NCM
126
Northside Capital Management
Oregon
$9.32M -$1.42M -36,580 -13%
CAWM
127
Capital Advisors Wealth Management
Washington
$9.21M +$1.8M +46,370 +25%
FWP
128
Falcon Wealth Planning
California
$9.2M +$4.37M +112,469 +93%
MWM
129
MinichMacGregor Wealth Management
New York
$9.03M +$201K +5,161 +2%
WDA
130
Wendell David Associates
New Hampshire
$9M +$316K +8,138 +4%
CS
131
Credit Suisse
Switzerland
$8.97M -$1.28M -32,860 -13%
FAP
132
Financial Advisory Partners
Florida
$8.97M +$8.84M +227,389 New
Cetera Investment Advisers
133
Cetera Investment Advisers
Illinois
$8.96M +$509K +13,096 +6%
SWM
134
Spire Wealth Management
Virginia
$8.96M +$2.48M +63,940 +39%
MWA
135
Moser Wealth Advisors
Washington
$8.94M +$36.2K +932 +0.4%
MM
136
Main Management
California
$8.91M -$89.9K -2,314 -1%
AIA
137
Angeles Investment Advisors
California
$8.85M +$139K +3,578 +2%
AFS
138
Aft Forsyth & Sober
Florida
$8.65M -$17.5K -450 -0.2%
QIM
139
Quest Investment Management
Oregon
$8.6M +$122K +3,150 +1%
PAS
140
Park Avenue Securities
New York
$8.58M -$57.6K -1,481 -0.7%
K
141
Kemper
Illinois
$8.54M
AWS
142
AJ Wealth Strategies
New York
$8.4M +$3.04M +78,171 +58%
GTAM
143
Global Trust Asset Management
Florida
$8.32M +$748K +19,236 +10%
FW
144
FirstPurpose Wealth
Utah
$8.1M +$7.98M +205,469 New
MBT
145
Montecito Bank & Trust
California
$8.08M +$482K +12,396 +6%
Renaissance Technologies
146
Renaissance Technologies
New York
$7.99M +$7.87M +202,600 New
CCT
147
Country Club Trust
Missouri
$7.76M +$472K +12,153 +7%
PPA
148
Parametric Portfolio Associates
Washington
$7.64M -$5.7M -146,582 -43%
NA
149
NewEdge Advisors
Louisiana
$7.62M +$3.37M +86,644 +81%
TCPWM
150
Traverso Chambers Private Wealth Management
California
$7.52M +$194 +5 +0%