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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
426
Evermay Wealth Management
Virginia
$487K -$70.5K -1,892 -13%
EWM
427
Endurance Wealth Management
Rhode Island
$486K +$18.6K +500 +4%
NWM
428
Northwest Wealth Management
Iowa
$473K -$196K -5,265 -30%
CPO
429
Cerity Partners OCIO
New York
$472K +$13.5K +362 +3%
BCM
430
Baltimore Capital Management
Maryland
$471K -$14.9K -400 -3%
MWM
431
Meridian Wealth Management
Kentucky
$468K +$70K +1,879 +18%
OAM
432
Occidental Asset Management
California
$465K
BIA
433
BHK Investment Advisors
Alabama
$462K -$4.1K -110 -0.9%
FWSM
434
First Wilshire Securities Management
California
$458K
OLA
435
Oliver Luxxe Assets
New Jersey
$457K
WLIM
436
White Lighthouse Investment Management
Massachusetts
$456K -$216K -5,810 -32%
Truist Financial
437
Truist Financial
North Carolina
$443K +$36.1K +968 +9%
SEM
438
Suncoast Equity Management
Florida
$441K +$436K +11,695 New
AIP
439
Almanack Investment Partners
Pennsylvania
$437K -$199K -5,346 -32%
OIA
440
OneDigital Investment Advisors
Kansas
$430K -$140K -3,760 -2%
OIM
441
Opus Investment Management
Massachusetts
$426K +$250K +6,699 +146%
SS
442
Sunbelt Securities
Texas
$425K -$37.2K -998 -8%
FWM
443
Frontier Wealth Management
Missouri
$424K +$18.7K +503 +5%
EAMA
444
EFG Asset Management (Americas)
Florida
$420K +$415K +11,148 New
SFG
445
StrategIQ Financial Group
Indiana
$418K +$106K +2,854 +35%
UF
446
Univest Financial
Pennsylvania
$415K
KP
447
Keel Point
Alabama
$413K -$129K -3,452 -24%
RWP
448
RWA Wealth Partners
Massachusetts
$413K +$48.8K +1,310 +14%
TC
449
Telemus Capital
Michigan
$411K
GTAM
450
Global Trust Asset Management
Florida
$408K +$84.5K +2,269 +27%