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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BC
526
Burney Company
Virginia
$572K -$9.39K -307 -2%
TWM
527
Tradition Wealth Management
Minnesota
$571K -$2.45K -80 -0.4%
CAWM
528
Capital Advisors Wealth Management
Washington
$570K -$26.7K -872 -5%
BL
529
BCWM LLC
Kansas
$569K -$8.63K -282 -2%
ECM
530
Evergreen Capital Management
Washington
$568K
VA
531
Valmark Advisers
Ohio
$564K -$21.7K -708 -4%
KA
532
Kovack Advisors
Florida
$564K +$56.2K +1,836 +11%
BSA
533
Bull Street Advisors
Georgia
$564K -$142K -4,625 -20%
WDG
534
Wealth Dimensions Group
Ohio
$564K -$1.41K -46 -0.3%
PA
535
Procyon Advisors
Connecticut
$558K -$52.1K -1,702 -9%
AF
536
Allworth Financial
California
$558K -$67.3K -2,199 -11%
NA
537
Nottingham Advisors
New York
$547K -$38.2K -1,250 -7%
I
538
INVST
Indiana
$546K +$540K +17,638 New
CIA
539
Capital Investment Advisors
Georgia
$545K +$112K +3,668 +26%
BTI
540
Blue Trust Inc
Georgia
$544K +$30.6K +1,000 +6%
DWMG
541
DB Wealth Management Group
California
$540K +$2.33K +76 +0.4%
SCM
542
Schnieders Capital Management
California
$537K +$145K +4,725 +37%
BCA
543
Bay Colony Advisors
Massachusetts
$537K -$55.4K -1,809 -9%
CAAS
544
Capital Asset Advisory Services
Michigan
$535K -$35.4K -1,158 -6%
MCM
545
Manchester Capital Management
Vermont
$535K +$207K +6,776 +64%
AOWM
546
Alpha Omega Wealth Management
Virginia
$534K -$96.4K -3,152 -15%
AIS
547
AM Investment Strategies
Tennessee
$533K +$15.3K +501 +3%
CCA
548
Cadent Capital Advisors
Oklahoma
$530K +$6.85K +224 +1%
MLA
549
My Legacy Advisors
Oregon
$529K -$56.4K -1,842 -10%
LWM
550
Lodestone Wealth Management
Washington
$529K -$33.2K -1,086 -6%