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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OIM
576
Opus Investment Management
Massachusetts
$172K +$172K +4,588 New
HWP
577
Hefty Wealth Partners
Indiana
$169K – – –
WB
578
Webster Bank
Connecticut
$169K – – –
PFGIA
579
Patriot Financial Group Insurance Agency
Massachusetts
$164K +$51.3K +1,368 +45%
PO
580
Private Ocean
California
$163K +$163K +4,345 New
AIM
581
Anchor Investment Management
South Carolina
$159K – – –
BAM
582
Bruderman Asset Management
New York
$158K +$158K +4,202 New
HAM
583
Highstreet Asset Management
Ontario, Canada
$153K +$53.8K +1,433 +54%
TJHA
584
Thomas J. Herzfeld Advisors
Florida
$148K +$148K +3,933 New
DWA
585
Divergent Wealth Advisors
Utah
$146K +$146K +3,898 New
AWA
586
Acorn Wealth Advisors
Michigan
$141K -$18.8K -500 -12%
TFA
587
Transamerica Financial Advisors
Florida
$138K -$3.75K -100 -3%
MRCM
588
M&R Capital Management
New Jersey
$135K – – –
CA
589
Crewe Advisors
Utah
$131K – – –
WP
590
WealthShield Partners
North Carolina
$125K +$13.1K +350 +12%
NL
591
NVWM LLC
Pennsylvania
$125K +$34K +906 +37%
BWA
592
BDO Wealth Advisors
Florida
$124K – – –
SG Americas Securities
593
SG Americas Securities
New York
$122K +$122K +3,240 New
CFN
594
Cordasco Financial Network
Florida
$120K – – –
MCM
595
Mainstay Capital Management
Michigan
$120K – – –
CWM
596
Catamount Wealth Management
Connecticut
$116K – – –
DOA
597
D'Orazio & Associates
Virginia
$115K – – –
CBT
598
Capital Bank & Trust
California
$113K – – –
AWM
599
Aevitas Wealth Management
Massachusetts
$111K +$38 +1 +0%
CFD
600
Creative Financial Designs
Indiana
$109K -$25.2K -672 -19%