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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KMWM
451
Keudell/Morrison Wealth Management
Oregon
$514K
CCM
452
Contrarian Capital Management
Connecticut
$514K +$511K +13,936 New
CPIA
453
Cornell Pochily Investment Advisors
New York
$513K +$37.9K +1,033 +8%
GLA
454
Good Life Advisors
Pennsylvania
$510K +$297K +8,103 +142%
GSWM
455
Golden State Wealth Management
California
$500K +$953 +26 +0.2%
GIA
456
Granite Investment Advisors
New Hampshire
$497K +$495K +13,500 New
VF
457
Virtu Financial
New York
$494K +$491K +13,409 New
EWA
458
EP Wealth Advisors
California
$492K +$489K +13,356 New
Calamos Advisors
459
Calamos Advisors
Illinois
$489K
DE
460
Day & Ennis
Georgia
$481K +$180K +4,899 +60%
BWP
461
Bernardo Wealth Planning
Pennsylvania
$478K +$1.14K +31 +0.2%
BIA
462
BHK Investment Advisors
Alabama
$478K +$27.3K +745 +6%
CWA
463
Clarus Wealth Advisors
Arizona
$477K +$199K +5,423 +72%
SG
464
Somerset Group
Minnesota
$475K
PP
465
Paloma Partners
Connecticut
$475K +$472K +12,894 New
SWA
466
SFMG Wealth Advisors
Texas
$474K +$73 +2 +0%
HWA
467
Heritage Wealth Advisors
Virginia
$464K +$198K +5,400 +75%
GRP
468
Global Retirement Partners
California
$464K +$242K +6,607 +110%
WSTAM
469
Wilbanks Smith & Thomas Asset Management
Virginia
$463K -$26.4K -720 -5%
EWM
470
Endurance Wealth Management
Rhode Island
$451K +$3.66K +100 +0.8%
CBFP
471
Cedar Brook Financial Partners
Ohio
$446K +$444K +12,110 New
ACP
472
Ashfield Capital Partners
California
$445K -$417K -11,371 Closed
AIP
473
Almanack Investment Partners
Pennsylvania
$444K +$206K +5,620 +88%
WIM
474
Westside Investment Management
California
$443K +$441K +12,033 New
KFC
475
Klingenstein Fields & Co
New York
$440K