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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WPW
376
Winthrop Partners - WNY
New York
$686K +$5.07K +135 +0.7%
PA
377
Pinnacle Associates
New York
$678K -$105K -2,809 -13%
WJA
378
Williams Jones & Associates
New York
$676K +$375K +10,000 +125%
WLIM
379
White Lighthouse Investment Management
Massachusetts
$672K
IHL
380
Investment House LLC
California
$672K +$293K +7,805 +77%
PMG
381
ProVise Management Group
Florida
$671K -$37.5K -1,000 -5%
NWM
382
Northwest Wealth Management
Iowa
$669K -$962K -25,639 -59%
FA
383
Fagan Associates
New York
$660K -$384K -10,243 -37%
CL
384
Choreo LLC
Illinois
$658K +$275K +7,326 +72%
HCM
385
Hollencrest Capital Management
California
$655K -$160K -4,266 -20%
SFS
386
Sowell Financial Services
Arkansas
$646K -$18K -479 -3%
CAL
387
Capital Advisors Ltd
Ohio
$645K -$643K -17,123 -50%
CCM
388
Crabel Capital Management
California
$645K -$551K -14,677 -46%
ISL
389
Ingalls & Snyder LLC
New York
$642K -$16.4K -437 -2%
Koshinski Asset Management
390
Koshinski Asset Management
Illinois
$640K -$195K -5,201 -23%
CCM
391
Canal Capital Management
Virginia
$640K +$4.43K +118 +0.7%
AIP
392
Almanack Investment Partners
Pennsylvania
$636K +$163K +4,340 +34%
BA
393
BKS Advisors
Michigan
$628K +$4.13K +110 +0.7%
ADBIC
394
A.D. Beadell Investment Counsel
Wisconsin
$628K +$214K +5,700 +52%
KFGK
395
Keystone Financial Group (Kentucky)
Kentucky
$628K +$632K +16,834 New
TWA
396
TCI Wealth Advisors
Arizona
$627K -$83.5K -2,224 -12%
BFM
397
Boothbay Fund Management
New York
$615K +$235K +6,253 +62%
SS
398
Simplicity Solutions
Minnesota
$613K -$415K -11,069 -40%
AIA
399
Allegis Investment Advisors
Idaho
$611K +$61.9K +1,650 +11%
FFS
400
Founders Financial Securities
Maryland
$604K +$60.5K +1,612 +11%