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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FHC
426
First Heartland Consultants
Missouri
$466K +$158K +4,468 +49%
BIA
427
BHK Investment Advisors
Alabama
$465K +$23K +650 +5%
RWP
428
RWA Wealth Partners
Massachusetts
$463K +$88.5K +2,498 +23%
SWA
429
SFMG Wealth Advisors
Texas
$462K +$17.7K +501 +4%
KA
430
Kovack Advisors
Florida
$458K -$36.4K -1,027 -7%
TWA
431
TCI Wealth Advisors
Arizona
$457K -$51.9K -1,465 -10%
SNBOSCI
432
Security National Bank of Sioux City Iowa
Iowa
$457K
Calamos Advisors
433
Calamos Advisors
Illinois
$454K
LWA
434
Lenox Wealth Advisors
New York
$453K +$90.1K +2,543 +24%
EWM
435
Endurance Wealth Management
Rhode Island
$451K +$10.6K +300 +2%
SG
436
Somerset Group
Minnesota
$442K -$63.8K -1,800 -12%
I2I
437
Insight 2811 Inc
Illinois
$437K -$193K -5,450 -30%
SIS
438
Sound Income Strategies
Florida
$434K -$20.4K -577 -4%
PA
439
Parallel Advisors
California
$429K +$150K +4,227 +51%
Truist Financial
440
Truist Financial
North Carolina
$428K +$41.4K +1,169 +10%
KWMG
441
King Wealth Management Group
Florida
$426K -$46.7K -1,318 -10%
FWSM
442
First Wilshire Securities Management
California
$416K
IA
443
IndexIQ Advisors
New York
$414K -$1.64M -46,256 -79%
WLIM
444
White Lighthouse Investment Management
Massachusetts
$409K -$65.5K -1,850 -13%
PFC
445
Phocas Financial Corp
California
$409K
WI
446
Wintrust Investments
Illinois
$403K -$627K -17,700 -60%
MHS
447
M Holdings Securities
Oregon
$403K +$5.95K +168 +1%
WPW
448
Winthrop Partners - WNY
New York
$403K -$462K -13,030 -53%
SEM
449
Suncoast Equity Management
Florida
$400K
MPW
450
MA Private Wealth
California
$397K +$411K +11,597 New