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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
251
Lineweaver Wealth Advisors
Ohio
$2.02M +$25.4K +746 +1%
BMA
252
Brooks Moore & Associates
Tennessee
$2.01M +$1.7K +50 +0.1%
OPS
253
Orion Portfolio Solutions
Nebraska
$1.99M -$108K -3,168 -5%
LFASL
254
Lugano Financial Advisors SA (LFA)
Switzerland
$1.99M -$21.9K -643 -1%
Voloridge Investment Management
255
Voloridge Investment Management
Florida
$1.9M +$1.86M +54,701 New
SFM
256
Soros Fund Management
New York
$1.89M +$1.86M +54,500 New
LPIC
257
LeJeune Puetz Investment Counsel
Michigan
$1.86M +$33.8K +993 +2%
QIM
258
Quest Investment Management
Oregon
$1.84M -$363K -10,660 -17%
SCG
259
Sonata Capital Group
Washington
$1.81M +$54K +1,585 +3%
WSFS
260
Wilmington Savings Fund Society
Delaware
$1.81M +$1.12M +32,865 +170%
SLA
261
Silver Lake Advisory
Utah
$1.8M +$1.13M +33,111 +176%
GIM
262
Guild Investment Management
California
$1.79M -$1.44M -42,400 -45%
CAAS
263
Capital Asset Advisory Services
Michigan
$1.78M +$1.54M +45,288 +1,112%
FNC
264
First National Corp
Massachusetts
$1.77M +$407K +11,958 +31%
LFAS
265
Level Four Advisory Services
Texas
$1.76M -$31.6K -928 -2%
FAM
266
Flaharty Asset Management
Florida
$1.75M +$34 +1 +0%
FNBOSM
267
First National Bank of South Miami
Florida
$1.75M +$51K +1,498 +3%
NCM
268
Noesis Capital Mangement
Florida
$1.73M +$27.8K +815 +2%
WPC
269
White Pine Capital
Minnesota
$1.71M +$16.2K +475 +1%
Susquehanna International Group
270
Susquehanna International Group
Pennsylvania
$1.7M -$2.47M -72,437 -60%
JFGIW
271
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.68M -$6.47K -190 -0.4%
DIP
272
DT Investment Partners
Pennsylvania
$1.68M -$111K -3,263 -6%
MAM
273
Marquette Asset Management
Minnesota
$1.67M – – –
PA
274
Pinnacle Associates
New York
$1.66M +$815K +23,920 +99%
NFG
275
Next Financial Group
Texas
$1.66M -$695K -20,388 -30%