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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RVPG
401
Relative Value Partners Group
$584K
APP
402
Avantax Planning Partners
Iowa
$574K -$485K -13,010 -46%
BCWM
403
Blue Chip Wealth Management
Florida
$567K +$94.4K +2,535 +20%
WCWM
404
Wooster Corthell Wealth Management
Connecticut
$565K -$8.9K -239 -2%
TWA
405
TCI Wealth Advisors
Arizona
$562K -$66.9K -1,796 -11%
SG
406
Somerset Group
Minnesota
$554K
Wolverine Trading
407
Wolverine Trading
Illinois
$549K
B
408
Bellecapital
Switzerland
$545K
BC
409
Burney Company
Virginia
$543K +$183K +4,922 +52%
CLOS
410
Compagnie Lombard Odier SCmA
Switzerland
$540K
JG
411
Jefferies Group
New York
$539K +$67.4K +1,809 +14%
SCA
412
Sage Capital Advisors
South Dakota
$535K -$20.1K -539 -4%
BAM
413
Brave Asset Management
New Jersey
$535K +$529K +14,199 New
F
414
F3Logic
Minnesota
$531K +$37.4K +1,005 +8%
DCM
415
Delta Capital Management
New Jersey
$528K +$27.9K +750 +6%
SEI Investments
416
SEI Investments
Pennsylvania
$520K -$41.4K -1,111 -7%
LWAC
417
Laurel Wealth Advisors (California)
California
$519K -$1.71K -46 -0.3%
SNBOSCI
418
Security National Bank of Sioux City Iowa
Iowa
$504K +$14.9K +400 +3%
IWC
419
Integrated Wealth Concepts
Massachusetts
$500K +$68.4K +1,836 +16%
KWMG
420
King Wealth Management Group
Florida
$500K +$138K +3,704 +39%
ATC
421
Argent Trust Co
Tennessee
$498K +$261 +7 +0.1%
VC
422
Vicus Capital
Pennsylvania
$492K -$112K -3,006 -19%
RA
423
Rational Advisors
New York
$491K +$236K +6,329 +95%
SWA
424
SFMG Wealth Advisors
Texas
$490K -$37.2K -999 -7%
FWM
425
FFT Wealth Management
Pennsylvania
$489K +$132K +3,533 +37%