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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWAM
201
Guardian Wealth Advisors (Minnesota)
Minnesota
$2.66M -$46.3K -1,514 -2%
MCM
202
McRae Capital Management
New Jersey
$2.66M -$96.3K -3,150 -3%
DBIA
203
Dumont & Blake Investment Advisors
New Jersey
$2.66M -$1.56K -51 -0.1%
FDS
204
Freedom Day Solutions
Texas
$2.65M +$777K +25,410 +41%
SVWAG
205
Sound View Wealth Advisors Group
Georgia
$2.64M +$53.2K +1,740 +2%
KFP
206
KMG Fiduciary Partners
Ohio
$2.62M +$101K +3,317 +4%
Carson Wealth (CWM LLC)
207
Carson Wealth (CWM LLC)
Nebraska
$2.62M -$594K -19,439 -18%
WT
208
Whittier Trust
California
$2.62M -$105K -3,451 -4%
RBFC
209
Roman Butler Fullerton & Co
Missouri
$2.61M -$46.1K -1,509 -2%
KOMWMG
210
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.6M +$42.3K +1,385 +2%
BFC
211
Blue Fin Capital
Rhode Island
$2.59M -$119K -3,877 -4%
DJSG
212
D.J. St. Germain
Massachusetts
$2.59M -$126K -4,116 -5%
DC
213
Davenport & Co
Virginia
$2.56M +$557K +18,232 +27%
BCM
214
Brookstone Capital Management
Illinois
$2.55M +$412K +13,488 +18%
RFWA
215
RPg Family Wealth Advisory
Massachusetts
$2.48M +$117K +3,827 +5%
MMRF
216
Michelson Medical Research Foundation
California
$2.47M
SSW
217
Smith Shellnut Wilson
Mississippi
$2.46M -$14.9K -489 -0.6%
LCWP
218
Legacy Capital Wealth Partners
Arkansas
$2.46M +$2.14M +69,991 +608%
FCM
219
Fortis Capital Management
Washington
$2.45M -$151K -4,924 -6%
OIA
220
OneDigital Investment Advisors
Kansas
$2.44M -$379K -12,398 -13%
HAC
221
Harbor Advisory Corp
New Hampshire
$2.42M +$32.2K +1,055 +1%
CA
222
Corrado Advisors
New Jersey
$2.41M +$13.8K +453 +0.6%
MAM
223
MMA Asset Management
Pennsylvania
$2.4M +$1.58M +51,852 +188%
RWP
224
RWA Wealth Partners
Massachusetts
$2.38M +$15.2K +496 +0.6%
WS
225
Wedbush Securities
California
$2.36M -$84.3K -2,758 -3%