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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OAM
501
Occidental Asset Management
California
$969K +$10.6K +289 +1%
MLA
502
My Legacy Advisors
Oregon
$968K +$978K +26,591 New
AIS
503
AM Investment Strategies
Tennessee
$963K +$1.54K +42 +0.2%
HCM
504
Hollencrest Capital Management
California
$953K -$85.6K -2,327 -8%
WA
505
Winfield Associates
Ohio
$938K -$324K -8,800 -25%
DA
506
Detalus Advisors
Missouri
$933K
FCA
507
FinTrust Capital Advisors
South Carolina
$932K +$125K +3,413 +15%
RCWM
508
Royal Capital Wealth Management
Indiana
$919K +$699 +19 +0.1%
CFA
509
Compass Financial Advisors
Indiana
$910K +$10.7K +292 +1%
LWA
510
Lineweaver Wealth Advisors
Ohio
$908K -$1.84K -50 -0.2%
CAWM
511
Capital Advisors Wealth Management
Washington
$906K -$7.67M -208,665 -89%
Koshinski Asset Management
512
Koshinski Asset Management
Illinois
$906K +$441 +12 +0%
APA
513
Astoria Portfolio Advisors
New York
$903K -$218K -5,921 -19%
Betterment LLC
514
Betterment LLC
New York
$887K -$9.12K -248 -1%
TNBTD
515
Trustmark National Bank Trust Department
Mississippi
$883K -$4.96K -135 -0.6%
PA
516
Perennial Advisors
New York
$870K +$461K +12,540 +110%
BHWM
517
Bar Harbor Wealth Management
New Hampshire
$867K -$18.4K -500 -2%
RSC
518
Red Spruce Capital
Pennsylvania
$865K +$126K +3,423 +17%
PAG
519
Powers Advisory Group
Illinois
$862K -$8.09K -220 -0.9%
OHWP
520
Oak Harbor Wealth Partners
North Carolina
$862K +$265K +7,211 +44%
HVM
521
Harvest Volatility Management
Connecticut
$859K
TCA
522
Transcend Capital Advisors
New Jersey
$854K -$203K -5,510 -19%
CSPIA
523
Cary Street Partners Investment Advisory
Virginia
$854K +$50K +1,360 +6%
BIA
524
Benchmark Investment Advisors
Illinois
$853K -$256K -6,967 -23%
EL
525
EQ LLC
Washington
$848K +$5.07K +138 +0.6%