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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NW
151
NewEdge Wealth
Pennsylvania
$3.74M +$558K +17,375 +17%
SC
152
SouthState Corp
Florida
$3.73M +$105K +3,262 +3%
CFP
153
Curran Financial Partners
South Carolina
$3.72M +$442K +13,752 +13%
SIAP
154
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.71M +$129K +4,031 +4%
JGIA
155
Jackson Grant Investment Advisers
Connecticut
$3.67M +$136K +4,236 +4%
HWM
156
Howard Wealth Management
Connecticut
$3.66M -$114K -3,563 -3%
SWA
157
Sax Wealth Advisors
New Jersey
$3.62M -$117K -3,638 -3%
PFS
158
Prospera Financial Services
Texas
$3.61M +$345K +10,728 +10%
Wealth Enhancement Advisory Services
159
Wealth Enhancement Advisory Services
Minnesota
$3.61M -$207K -6,432 -5%
HH
160
Hilltop Holdings
Texas
$3.6M +$82.4K +2,566 +2%
GG
161
Golden Green
South Carolina
$3.56M +$385K +11,992 +12%
GKWIM
162
Gerber Kawasaki Wealth & Investment Management
California
$3.52M +$1.03M +31,943 +39%
SFG
163
StrategIQ Financial Group
Indiana
$3.5M +$153K +4,752 +4%
WF
164
Wayfinding Financial
Washington
$3.5M +$3.6M +112,134 New
WWM
165
Windsor Wealth Management
Indiana
$3.5M +$669K +20,825 +23%
BCI
166
Brinker Capital Investments
Pennsylvania
$3.43M +$704K +21,920 +25%
OPS
167
Orion Portfolio Solutions
Nebraska
$3.43M +$2.18M +67,991 +163%
MA
168
Mutual Advisors
Nebraska
$3.42M +$292K +9,093 +9%
SFG
169
Summit Financial Group
West Virginia
$3.41M +$133K +4,140 +4%
DI
170
Disciplined Investments
Oklahoma
$3.41M -$70.4K -2,191 -2%
BBL
171
Beck Bode LLC
Massachusetts
$3.41M -$334K -10,392 -9%
AI
172
Atria Investments
North Carolina
$3.41M +$1.33M +41,426 +61%
MA
173
Modus Advisors
Minnesota
$3.39M +$49.2K +1,532 +1%
OC
174
Oppenheimer & Co
New York
$3.38M -$462K -14,392 -12%
PFA
175
Pathway Financial Advisers
Indiana
$3.35M +$31.7K +986 +0.9%