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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Capital Wealth Advisors
351
Vanguard Capital Wealth Advisors
Colorado
$995K +$979K +28,745 New
SFG
352
Summit Financial Group
West Virginia
$986K +$464K +13,617 +92%
PWLP
353
Prio Wealth Limited Partnership
Massachusetts
$979K +$673K +19,760 +232%
MG
354
Mather Group
Illinois
$978K +$962K +28,223 New
SFP
355
Strategic Financial Partners
Oregon
$973K -$90.5K -2,655 -9%
CWM
356
Cordatus Wealth Management
Pennsylvania
$969K +$953K +27,984 New
OIM
357
Opus Investment Management
Massachusetts
$955K
ZCA
358
Zeke Capital Advisors
Pennsylvania
$946K
CAL
359
Capital Analysts LLC
Pennsylvania
$945K +$930K +27,282 New
GPA
360
Guidance Point Advisors
Massachusetts
$936K +$6.61K +194 +0.7%
AIC
361
Ameritas Investment Company
Nebraska
$935K -$40K -1,175 -4%
NEPWA
362
New England Private Wealth Advisors
Massachusetts
$932K +$1.5K +44 +0.2%
IFO
363
Independent Family Office
New York
$931K
I
364
INVST
Indiana
$930K +$72.5K +2,129 +9%
NG
365
Northstar Group
New York
$928K -$52.8K -1,550 -5%
VCM
366
Virtue Capital Management
Tennessee
$910K +$895K +26,272 New
KWMG
367
King Wealth Management Group
Florida
$895K +$27.5K +806 +3%
BEI
368
Benjamin Edwards Inc
Missouri
$892K +$877K +25,746 New
VA
369
Valmark Advisers
Ohio
$891K -$68.4K -2,009 -7%
RRWA
370
Rainey & Randall Wealth Advisors
Florida
$888K +$1.26K +37 +0.1%
TYCC
371
Texas Yale Capital Corp
Florida
$881K -$132K -3,869 -13%
RCA
372
Ranch Capital Advisors
Florida
$880K -$56.3K -1,651 -6%
EFS
373
Essex Financial Services
Connecticut
$880K +$4.39K +129 +0.5%
CHA
374
Carmichael Hill & Associates
Maryland
$868K +$32.9K +966 +4%
EWM
375
Evercore Wealth Management
New York
$863K -$101K -2,950 -11%