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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GW
126
GW & Wade
Massachusetts
$5.99M +$49K +1,601 +0.8%
AI
127
Atria Investments
North Carolina
$5.96M +$2.56M +83,719 +77%
MAWAG
128
Mid-American Wealth Advisory Group
Missouri
$5.96M +$5.9M +192,741 New
BWFA
129
Baltimore-Washington Financial Advisors
Maryland
$5.83M -$1.18M -38,644 -17%
RWG
130
Ratio Wealth Group
Colorado
$5.58M +$5.52M +180,431 New
RA
131
RFG Advisory
Alabama
$5.54M +$1.18M +38,624 +27%
TB
132
Treynor Bancshares
Iowa
$5.54M +$146K +4,776 +3%
QIM
133
Quest Investment Management
Oregon
$5.53M -$51.5K -1,682 -0.9%
CIBC Private Wealth Group
134
CIBC Private Wealth Group
Georgia
$5.51M -$86.1K -2,815 -2%
Schroder Investment Management Group
135
Schroder Investment Management Group
United Kingdom
$5.42M +$137K +4,488 +3%
IWP
136
Invenio Wealth Partners
Florida
$5.3M +$5.24M +171,376 New
GKWIM
137
Gerber Kawasaki Wealth & Investment Management
California
$5.25M +$1.74M +56,901 +50%
CAM
138
Cresset Asset Management
Illinois
$5.19M +$171K +5,598 +3%
CWS
139
Cypress Wealth Services
California
$5.17M -$148K -4,822 -3%
SPIA
140
Steward Partners Investment Advisory
New York
$5.16M +$1.08M +35,433 +27%
FW
141
FirstPurpose Wealth
Utah
$5.13M -$534K -17,438 -10%
KC
142
Kades & Cheifetz
Pennsylvania
$5.07M -$84.2K -2,753 -2%
ASN
143
Advisory Services Network
Georgia
$4.91M +$235K +7,688 +5%
BWA
144
BDO Wealth Advisors
Florida
$4.85M -$25.2K -824 -0.5%
AWM
145
Apollon Wealth Management
South Carolina
$4.83M -$204K -6,670 -4%
GWM
146
Geneos Wealth Management
Colorado
$4.82M -$776K -25,358 -14%
Fiera Capital (Canada)
147
Fiera Capital (Canada)
Quebec, Canada
$4.78M
PA
148
Parallel Advisors
California
$4.77M -$269K -8,789 -5%
Renaissance Technologies
149
Renaissance Technologies
New York
$4.71M +$4.66M +152,401 New
BAM
150
BOS Asset Management
Illinois
$4.68M -$2.66K -87 -0.1%