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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
201
Procyon Advisors
Connecticut
$3.26M -$1.02M -32,438 -23%
CSP
202
Cary Street Partners
Virginia
$3.26M -$159K -5,044 -5%
SF
203
Summit Financial
New Jersey
$3.25M +$6.43K +204 +0.2%
FTS
204
Fifth Third Securities
Ohio
$3.23M -$52.2K -1,657 -2%
CAM
205
Cresset Asset Management
Illinois
$3.21M -$369K -11,690 -10%
IWA
206
IBEX Wealth Advisors
New Jersey
$3.19M -$489K -15,520 -13%
FFA
207
Fragasso Financial Advisors
Pennsylvania
$3.18M -$534K -16,923 -14%
GWM
208
GSB Wealth Management
Connecticut
$3.16M -$2.33K -74 -0.1%
Fiera Capital (Canada)
209
Fiera Capital (Canada)
Quebec, Canada
$3.15M -$491K -15,572 -13%
BIP
210
Bouvel Investment Partners
Pennsylvania
$3.15M -$31.3K -994 -1%
CAM
211
Congress Asset Management
Massachusetts
$3.13M -$60.8K -1,928 -2%
LFAS
212
Level Four Advisory Services
Texas
$3.13M +$39.6K +1,255 +1%
SHF
213
Safe Harbor Fiduciary
Florida
$3.11M -$17.4K -551 -0.5%
P
214
&Partners
Tennessee
$3.11M -$10.7K -340 -0.3%
LCM
215
Liberty Capital Management
Michigan
$3.08M -$73.1K -2,318 -2%
AWM
216
Aprio Wealth Management
Georgia
$3.03M +$87.3K +2,768 +3%
PMAM
217
Penn Mutual Asset Management
Pennsylvania
$2.99M
SIAP
218
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.99M +$174K +5,532 +6%
CBT
219
Crews Bank & Trust
Florida
$2.98M -$206K -6,535 -6%
CAS
220
Coppell Advisory Solutions
Texas
$2.95M +$723K +22,921 +609%
SC
221
SouthState Corp
Florida
$2.88M +$161K +5,102 +6%
AEPWM
222
Atlantic Edge Private Wealth Management
Florida
$2.87M +$695K +22,035 +31%
AWA
223
Aletheian Wealth Advisors
Washington
$2.87M +$229K +7,277 +8%
Principal Financial Group
224
Principal Financial Group
Iowa
$2.86M -$946K -30,000 -24%
CWMGO
225
Capstone Wealth Management Group (Oregon)
Oregon
$2.81M -$295K -9,368 -9%