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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
151
Sax Wealth Advisors
New Jersey
$4.07M -$606K -18,073 -12%
APA
152
American Portfolios Advisors
New York
$4.06M -$1.04M -31,112 -20%
VAS
153
Vestmark Advisory Solutions
Massachusetts
$4.02M +$56.9K +1,698 +1%
KFGK
154
Keystone Financial Group (Kentucky)
Kentucky
$3.97M -$31.5K -941 -0.7%
SIAP
155
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.97M -$137K -4,100 -3%
V
156
Veritable
Delaware
$3.95M +$3.26M +97,355 +357%
HWM
157
Howard Wealth Management
Connecticut
$3.93M +$1.81M +53,983 +77%
MCM
158
McRae Capital Management
New Jersey
$3.88M -$251K -7,475 -6%
BRWA
159
B. Riley Wealth Advisors
Florida
$3.88M -$365K -10,898 -8%
MIAN
160
Mariner Independent Advisor Network
Kansas
$3.84M +$151K +4,500 +4%
ACIM
161
Azimuth Capital Investment Management
Michigan
$3.83M -$158K -4,700 -4%
BBL
162
Beck Bode LLC
Massachusetts
$3.83M +$11.9K +356 +0.3%
SC
163
SouthState Corp
Florida
$3.76M -$50.6K -1,511 -1%
IWA
164
IBEX Wealth Advisors
New Jersey
$3.75M +$630K +18,781 +19%
OC
165
Oppenheimer & Co
New York
$3.73M +$365K +10,894 +10%
MPWT
166
MassMutual Private Wealth & Trust
Connecticut
$3.68M +$280K +8,342 +8%
IA
167
IFP Advisors
Florida
$3.64M +$44.1K +1,316 +1%
AC
168
Anson Capital
Georgia
$3.64M -$1.3M -38,719 -25%
GW
169
GW & Wade
Massachusetts
$3.63M +$1.36M +40,703 +55%
PWP
170
Private Wealth Partners
California
$3.56M
M&T Bank
171
M&T Bank
New York
$3.55M -$77.9K -2,325 -2%
PCM
172
Palouse Capital Management
Washington
$3.55M -$59.3K -1,770 -2%
OAM
173
Occidental Asset Management
California
$3.52M +$59.5K +1,775 +2%
ST
174
Sageworth Trust
Pennsylvania
$3.51M
NW
175
NewEdge Wealth
Pennsylvania
$3.5M -$2.38M -70,939 -39%