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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WB
601
Webster Bank
Connecticut
$293K +$85.2K +2,502 +42%
Cerity Partners
602
Cerity Partners
New York
$289K -$6.41K -188 -2%
WLIM
603
White Lighthouse Investment Management
Massachusetts
$281K -$24.8K -727 -8%
IWC
604
Integrated Wealth Concepts
Massachusetts
$280K +$275K +8,070 New
WP
605
WealthSource Partners
California
$275K
WAG
606
Winthrop Advisory Group
Massachusetts
$275K
VWM
607
Venturi Wealth Management
Texas
$274K -$3.7M -108,595 -93%
CFD
608
Creative Financial Designs
Indiana
$274K +$223K +6,537 +481%
SIA
609
Starfire Investment Advisers
Michigan
$273K -$25.2K -740 -9%
GCA
610
Greenwood Capital Associates
South Carolina
$272K -$4.48M -131,614 -94%
TNB
611
TCF National Bank
South Dakota
$272K -$149K -4,376 -37%
GKWIM
612
Gerber Kawasaki Wealth & Investment Management
California
$271K +$27K +793 +11%
CAM
613
Concorde Asset Management
Michigan
$271K +$267K +7,824 New
GRP
614
Global Retirement Partners
California
$270K -$138K -4,049 -34%
VFPI
615
Vantage Financial Partners (Illinois)
Illinois
$269K
IWM
616
IHT Wealth Management
Illinois
$269K +$264K +7,763 New
CIAS
617
Capital Investment Advisory Services
North Carolina
$268K -$14.4K -423 -5%
AC
618
Avestar Capital
New York
$268K +$38.7K +1,137 +17%
BFA
619
Bragg Financial Advisors
North Carolina
$267K -$95.4K -2,800 -27%
MHR
620
Matthew Hamilton Rosenberg
$266K -$24.6K -723 -9%
SA
621
Strategic Advisors
New York
$263K -$1.57K -46 -0.6%
MCA
622
Magnolia Capital Advisors
Mississippi
$263K +$258K +7,585 New
CRWM
623
Castle Rock Wealth Management
California
$262K -$76.2K -2,236 -23%
GM
624
GeoWealth Management
Illinois
$262K +$24.9K +731 +11%
BSW
625
Buckingham Strategic Wealth
Missouri
$260K