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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
626
Benjamin F. Edwards & Company
Missouri
$57K +$779 +22 +1%
MOS
627
MGO One Seven
Ohio
$57K +$60.7K +1,713 New
IWA
628
Intercontinental Wealth Advisors
Texas
$55K +$57K +1,610 New
AAP
629
Arax Advisory Partners
Colorado
$54K +$390 +11 +0.7%
PGWM
630
Parisi Gray Wealth Management
New Jersey
$44K -$9.03K -255 -17%
BHWM
631
Bay Harbor Wealth Management
Maryland
$44K +$45.3K +1,278 New
RFWA
632
RPg Family Wealth Advisory
Massachusetts
$40.9K +$42.4K +1,196 New
VFA
633
Valeo Financial Advisors
Indiana
$40K
MSA
634
Marino Stram & Associates
Massachusetts
$36K
PK
635
Pflug Koory
Nebraska
$35K +$744 +21 +2%
EWM
636
Executive Wealth Management
Michigan
$35K +$36.4K +1,028 New
PFGIA
637
Patriot Financial Group Insurance Agency
Massachusetts
$34K +$992 +28 +3%
RCG
638
Ruggie Capital Group
Florida
$32K +$32.9K +929 New
WEC
639
Winslow Evans & Crocker
Massachusetts
$30K -$43K -1,214 -60%
MCM
640
Manchester Capital Management
Vermont
$30K
TCM
641
TD Capital Management
Tennessee
$29K +$23.4K +660 +337%
DWM
642
Doyle Wealth Management
Florida
$29K +$30.2K +852 New
SIAS
643
Shine Investment Advisory Services
Colorado
$27K -$4.61K -130 -14%
MA
644
MCF Advisors
Kentucky
$27K +$16.9K +477 +160%
TL
645
TrueWealth LLC
Georgia
$25K +$425 +12 +2%
HI
646
Human Investing
Oregon
$25K +$25.7K +726 New
HI
647
Hudock Inc
Pennsylvania
$23K -$5.92K -167 -19%
BBA
648
Braun-Bostich & Associates
Pennsylvania
$23K
EFSCE
649
Enterprise Financial Services Corp (EFSC)
Missouri
$23K
HR
650
Howe & Rusling
New York
$20K -$17.7K -500 -46%