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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PBF
501
Petix & Botte Financial
California
$776K -$42.1K -1,111 -5%
SMC
502
Smith, Moore & Co
Missouri
$773K -$40.1K -1,056 -5%
SFP
503
Sterling Financial Planning
New Jersey
$770K -$85.1K -2,243 -10%
LCS
504
Levin Capital Strategies
New York
$768K +$759K +20,000 New
EWA
505
Evolution Wealth Advisors
Florida
$763K +$79.3K +2,090 +12%
HWM
506
Hohimer Wealth Management
Washington
$756K +$93.5K +2,465 +14%
AAIM
507
Asset Advisors Investment Management
Georgia
$755K +$72.1K +1,900 +11%
CCA
508
Checchi Capital Advisers
California
$752K
BAM
509
Barrett Asset Management
New York
$745K +$51.2K +1,350 +7%
BG
510
Benedetti & Gucer
Georgia
$745K +$736K +19,405 New
GEA
511
Glen Eagle Advisors
New Jersey
$743K -$1.14K -30 -0.2%
PCM
512
Parsons Capital Management
Rhode Island
$741K
FWP
513
Falcon Wealth Planning
California
$737K -$78.6K -2,073 -10%
Betterment LLC
514
Betterment LLC
New York
$726K +$97.7K +2,576 +16%
RFN
515
RDA Financial Network
Iowa
$723K -$45.5K -1,200 -6%
Vanguard Capital Wealth Advisors
516
Vanguard Capital Wealth Advisors
Colorado
$722K -$151K -3,991 -18%
HIA
517
Harbor Investment Advisory
Maryland
$721K -$96K -2,530 -12%
SXL
518
Summit X LLC
Missouri
$720K -$184K -4,860 -21%
RG
519
Rathbones Group
United Kingdom
$719K
ECG
520
Edge Capital Group
Georgia
$718K
WPW
521
Waldron Private Wealth
Pennsylvania
$711K
RWB
522
RMR Wealth Builders
New Jersey
$710K +$362K +9,532 +107%
EGA
523
E&G Advisors
Texas
$709K -$759 -20 -0.1%
EAMA
524
EFG Asset Management (Americas)
Florida
$706K +$205K +5,408 +42%
NIC
525
Northwest Investment Counselors
Oregon
$693K -$83.7K -2,207 -11%