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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Capital Wealth Advisors
476
Vanguard Capital Wealth Advisors
Colorado
$869K +$847K +22,681 New
AWA
477
Arete Wealth Advisors
Illinois
$867K +$123K +3,298 +17%
SFP
478
Sterling Financial Planning
New Jersey
$858K +$833K +22,283 New
CAL
479
Capital Advisors Ltd
Ohio
$853K +$71.4K +1,911 +9%
SRC
480
Shufro Rose & Co
New York
$850K +$121K +3,250 +17%
BC
481
Burney Company
Virginia
$848K +$77.5K +2,073 +10%
SW
482
SkyOak Wealth
Michigan
$841K -$3.89K -104 -0.5%
BTWM
483
Baker Tilly Wealth Management
Wisconsin
$841K +$816K +21,845 New
TWM
484
Titus Wealth Management
California
$840K +$79.3K +2,123 +11%
BP
485
Ballentine Partners
Massachusetts
$833K +$809K +21,641 New
NA
486
Nottingham Advisors
New York
$831K
PBF
487
Petix & Botte Financial
California
$821K -$37.4K -1,002 -4%
HIA
488
Harbor Investment Advisory
Maryland
$820K +$519K +13,900 +188%
FWP
489
Falcon Wealth Planning
California
$819K +$794K +21,257 New
SMC
490
Smith, Moore & Co
Missouri
$816K +$1.2K +32 +0.2%
CA
491
Cumberland Advisors
Florida
$809K +$785K +21,010 New
MP
492
McDonald Partners
Ohio
$805K +$781K +20,912 New
BAM
493
BTS Asset Management
Massachusetts
$800K
FMC
494
First Merchants Corp
Indiana
$797K -$352K -9,412 -31%
BWA
495
BDO Wealth Advisors
Florida
$786K -$168K -4,492 -18%
PFC
496
Phocas Financial Corp
California
$785K
VCM
497
Virtue Capital Management
Tennessee
$783K -$384K -10,269 -34%
NIC
498
Northwest Investment Counselors
Oregon
$780K -$275K -7,347 -27%
FAIM
499
Financial Advocates Investment Management
Washington
$779K -$294K -7,874 -29%
SRC
500
Sage Rhino Capital
California
$775K +$5.83K +156 +0.8%