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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
501
WealthPLAN Partners
Nebraska
$290K +$10.3K +265 +4%
LWA
502
Lenox Wealth Advisors
New York
$288K +$289K +7,424 New
YP
503
Yellowstone Partners
Idaho
$285K +$286K +7,335 New
FWCM
504
Ferguson Wellman Capital Management
Oregon
$284K -$51.8K -1,330 -15%
BSAM
505
Blue Sky Asset Management
Colorado
$283K -$1.4K -36 -0.5%
1CM
506
1492 Capital Management
Wisconsin
$279K +$60.1K +1,542 +27%
EA
507
Edge Advisors
Georgia
$278K
CIC
508
Carnegie Investment Counsel
Ohio
$278K +$56.7K +1,455 +25%
TCM
509
Tran Capital Management
California
$276K
GBT
510
Grove Bank & Trust
Florida
$270K -$3.9K -100 -1%
PAMG
511
Patton Albertson Miller Group
Tennessee
$270K +$274K +7,025 New
CCP
512
Corient Capital Partners
California
$268K -$1.33M -34,127 -83%
FF
513
Friedenthal Financial
New Jersey
$265K -$9.08K -233 -3%
BIA
514
Barry Investment Advisors
Massachusetts
$265K
BW
515
Bison Wealth
Georgia
$265K +$390 +10 +0.1%
RCA
516
Rowland Carmichael Advisors
Arizona
$265K +$25.3K +649 +11%
AT
517
Arden Trust
Delaware
$263K
BOS
518
Bank of Stockton
California
$263K +$31.2K +800 +13%
BCM
519
Bluefin Capital Management
New York
$263K +$264K +6,769 New
OIA
520
OneDigital Investment Advisors
Kansas
$259K -$6.5M -166,845 -96%
CWM
521
Catamount Wealth Management
Connecticut
$256K
Wolverine Trading
522
Wolverine Trading
Illinois
$255K -$1.89M -48,506 -88%
B
523
Bellecapital
Switzerland
$255K
NFG
524
NewFocus Financial Group
Washington
$255K +$256K +6,578 New
GG
525
GenWealth Group
New Jersey
$250K