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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
526
Alpha Omega Wealth Management
Virginia
$687K +$13.2K +348 +2%
NFG
527
Next Financial Group
Texas
$676K +$176K +4,628 +36%
GWM
528
Greenwich Wealth Management
Connecticut
$674K +$167K +4,399 +33%
FMC
529
First Merchants Corp
Indiana
$670K -$124K -3,256 -16%
TNBTD
530
Trustmark National Bank Trust Department
Mississippi
$668K +$4.02K +106 +0.6%
BTWM
531
Baker Tilly Wealth Management
Wisconsin
$664K -$173K -4,566 -21%
AMM
532
American Money Management
California
$661K +$405K +10,675 +163%
CSPIA
533
Cary Street Partners Investment Advisory
Virginia
$660K -$580K -15,283 -47%
SFG
534
Sage Financial Group
Pennsylvania
$658K +$54.5K +1,436 +9%
JWA
535
JFS Wealth Advisors
Pennsylvania
$656K -$10.8K -284 -2%
GA
536
GoalVest Advisory
New York
$655K -$294K -7,761 -31%
MCM
537
MV Capital Management
Maryland
$651K -$1.64M -43,133 -72%
ST
538
Sabal Trust
Florida
$650K
CIBC World Market
539
CIBC World Market
Ontario, Canada
$646K -$38.7K -1,020 -6%
SCM
540
Stonehearth Capital Management
Massachusetts
$639K -$58.6K -1,546 -9%
WCG
541
Weaver Consulting Group
California
$631K +$12.6K +332 +2%
TWM
542
Tradition Wealth Management
Minnesota
$628K +$32.4K +855 +6%
RC
543
Reik & Co
New York
$627K +$299K +7,890 +93%
BB
544
Bell Bank
North Dakota
$624K
RVPG
545
Relative Value Partners Group
$621K +$42.2K +1,112 +7%
AFWM
546
AMJ Financial Wealth Management
Virginia
$621K +$613K +16,174 New
PMG
547
ProVise Management Group
Florida
$614K
SAS
548
Sanford Advisory Services
Michigan
$605K -$40.8K -1,075 -6%
KPCM
549
Kings Point Capital Management
New York
$604K +$161K +4,250 +37%
CCG
550
Cypress Capital Group
Florida
$602K -$948 -25 -0.2%