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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HSA
551
HBK Sorce Advisory
Pennsylvania
$520K -$801K -24,956 -60%
PWP
552
Perfromance Wealth Partners
Illinois
$519K -$50.8K -1,581 -9%
AWM
553
Avior Wealth Management
Nebraska
$515K -$39K -1,214 -7%
WANY
554
Wealthspire Advisors (New York)
New York
$514K
KA
555
Kovack Advisors
Florida
$512K -$438K -13,633 -45%
JC
556
JB Capital
Connecticut
$511K -$498K -15,513 -49%
BTWM
557
Baker Tilly Wealth Management
Wisconsin
$509K -$707 -22 -0.1%
SIS
558
Strategic Investment Solutions
Illinois
$505K -$413K -12,864 -44%
VVP
559
Venture Visionary Partners
Ohio
$503K +$42.4K +1,321 +9%
PAG
560
Powers Advisory Group
Illinois
$501K -$28K -872 -5%
BTI
561
Blue Trust Inc
Georgia
$501K -$33.1K -1,030 -6%
FWIA
562
Fort Washington Investment Advisors
Ohio
$500K
CSIA
563
Charles Schwab Investment Advisory
California
$497K +$512K +15,928 New
MFG
564
Midwest Financial Group
Kansas
$497K +$511K +15,926 New
Nuveen
565
Nuveen
North Carolina
$494K -$14.7M -458,738 -97%
OAM
566
Occidental Asset Management
California
$491K -$3.03M -94,422 -86%
BHWM
567
Bar Harbor Wealth Management
New Hampshire
$488K
CIC
568
Cutler Investment Counsel
Oregon
$483K -$40K -1,245 -7%
PBF
569
Petix & Botte Financial
California
$483K +$497K +15,479 New
EL
570
EQ LLC
Washington
$482K -$22.2K -692 -4%
GSC
571
Grey Street Capital
Illinois
$481K +$495K +15,417 New
RSWM
572
Robertson Stephens Wealth Management
California
$481K +$238K +7,401 +93%
SC
573
Stolper & Co
Oklahoma
$480K +$43.4K +1,352 +10%
CWP
574
Core Wealth Partners
California
$480K +$428K +13,327 +651%
FLPIM
575
F.L. Putnam Investment Management
Massachusetts
$474K -$92.8K -2,888 -16%