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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WANY
501
Wealthspire Advisors (New York)
New York
$708K -$423K -13,426 -37%
SFP
502
Strategic Financial Partners
Oregon
$708K -$18.6K -590 -2%
CAL
503
Capital Advisors Ltd
Ohio
$706K -$6.34K -201 -0.9%
LIA
504
LBMC Investment Advisors
Tennessee
$704K
SA
505
Sincerus Advisory
New York
$694K +$4.1K +130 +0.6%
Fidelity Investments
506
Fidelity Investments
Massachusetts
$692K +$247K +7,836 +53%
DA
507
Dover Advisors
Virginia
$691K +$46.6K +1,477 +7%
SWP
508
Summit Wealth Partners
Florida
$684K +$662 +21 +0.1%
AOWM
509
Alpha Omega Wealth Management
Virginia
$677K +$6.02K +191 +0.9%
PCM
510
Pennsylvania Capital Management
Pennsylvania
$673K
BA
511
Bard Associates
Illinois
$671K +$45.1K +1,432 +7%
PJSIMP
512
P.J. Schmidt Investment Management (PJS)
Wisconsin
$668K -$109K -3,450 -14%
SCG
513
Sonata Capital Group
Washington
$668K +$820 +26 +0.1%
CSB
514
City State Bank
Iowa
$666K +$6.3K +200 +0.9%
HIP
515
HUB Investment Partners
Texas
$662K -$1.58K -50 -0.2%
AWA
516
Arete Wealth Advisors
Illinois
$662K +$247K +7,843 +57%
RSC
517
Red Spruce Capital
Pennsylvania
$661K -$51.7K -1,639 -7%
CC
518
Cornerstone Capital
California
$659K +$101K +3,196 +18%
AAS
519
Annex Advisory Services
Wisconsin
$657K -$247K -7,827 -27%
BCA
520
Bay Colony Advisors
Massachusetts
$653K -$27.1K -860 -4%
ML
521
McAdam LLC
Pennsylvania
$650K -$278K -8,831 -29%
WWM
522
Western Wealth Management
Colorado
$646K -$1.02M -32,315 -61%
FFA
523
Farther Finance Advisors
California
$645K -$57.2K -1,814 -8%
AAMC
524
Asset Allocation & Management Company
Illinois
$645K
PCP
525
Proficio Capital Partners
Massachusetts
$643K -$133K -4,215 -17%