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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SNBOSCI
501
Security National Bank of Sioux City Iowa
Iowa
$434K -$146K -4,084 -23%
HWM
502
Hohimer Wealth Management
Washington
$433K +$3.91K +109 +0.9%
VCP
503
Verus Capital Partners
Arizona
$432K -$25.2K -704 -5%
MIA
504
MainStreet Investment Advisors
Illinois
$429K +$483K +13,459 New
LFPWM
505
Leicht Financial Planning & Wealth Management
New Jersey
$426K -$2.05M -57,284 -81%
KC
506
Kingfisher Capital
North Carolina
$425K -$12.7K -354 -3%
RT
507
Rockland Trust
Massachusetts
$424K -$46.8K -1,305 -9%
WAM
508
Wealthspire Advisors (Maryland)
Maryland
$424K +$478K +13,321 New
ISL
509
Ingalls & Snyder LLC
New York
$423K -$23.3K -650 -5%
SG
510
Somerset Group
Minnesota
$411K
AIC
511
Archer Investment Corporation
Indiana
$411K +$140K +3,900 +43%
SWM
512
Sanctuary Wealth Management
Idaho
$410K
GA
513
GFS Advisors
Texas
$409K
LWA
514
Lenox Wealth Advisors
New York
$407K +$44.8K +1,250 +11%
BAM
515
Brave Asset Management
New Jersey
$405K -$12.2M -339,745 -96%
SWA
516
SFMG Wealth Advisors
Texas
$404K +$36 +1 +0%
WCG
517
Weaver Consulting Group
California
$399K -$207K -5,772 -32%
SCA
518
Sage Capital Advisors
South Dakota
$390K -$38.4K -1,072 -8%
ST
519
Somerset Trust
Pennsylvania
$390K +$9.39K +262 +2%
CWP
520
Capital Wealth Planning
Florida
$390K +$53.8K +1,500 +14%
BSG
521
Black Swift Group
Colorado
$382K +$430K +12,000 New
AFS
522
Aft Forsyth & Sober
Florida
$381K -$8.01M -223,500 -95%
PCWA
523
Pacific Capital Wealth Advisors
California
$380K +$430 +12 +0.1%
WAP
524
Wealthcare Advisory Partners
Pennsylvania
$379K -$436K -12,163 -51%
KFC
525
Klingenstein Fields & Co
New York
$379K