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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WB
651
Webster Bank
Connecticut
$190K +$21.9K +610 +11%
WQ
652
Wealth Quarterback
New Jersey
$186K -$32.3K -902 -13%
LWM
653
Liberty Wealth Management
California
$178K +$466 +13 +0.2%
LFG
654
LifePlan Financial Group
Ohio
$176K – – –
FWM
655
Focused Wealth Management
New York
$174K -$40.5K -1,130 -17%
CFA
656
Carroll Financial Associates
North Carolina
$172K -$83.9K -2,340 -30%
OC
657
Oakworth Capital
Alabama
$171K – – –
CCM
658
Cox Capital Management
Massachusetts
$163K +$156K +4,344 New
AT
659
Arden Trust
Delaware
$162K -$25.4K -709 -12%
PMFA
660
Plante Moran Financial Advisors
Michigan
$154K -$159K -4,420 -48%
AA
661
Ancora Advisors
Ohio
$150K – – –
HR
662
Howe & Rusling
New York
$146K +$47K +1,310 +40%
GI
663
Gradient Investments
Minnesota
$143K -$4.7K -131 -3%
CAAS
664
Capital Asset Advisory Services
Michigan
$137K -$60.2K -1,679 -29%
IFA
665
Interactive Financial Advisors
Illinois
$134K -$378K -10,553 -71%
AII
666
AGF Investments Inc
Ontario, Canada
$129K +$145K +4,050 New
AF
667
Affiance Financial
Minnesota
$124K -$33.1K -924 -19%
OSNBOA
668
Old Second National Bank of Aurora
Illinois
$124K – – –
SG Americas Securities
669
SG Americas Securities
New York
$122K -$558K -15,554 -80%
CFB
670
Cullen/Frost Bankers
Texas
$122K -$116K -3,226 -46%
VFA
671
Valeo Financial Advisors
Indiana
$119K +$5.67K +158 +5%
HWA
672
HHM Wealth Advisors
Tennessee
$117K +$132K +3,670 New
RMC
673
Resources Management Corp
Connecticut
$113K +$127K +3,535 New
DAC
674
Dividend Assets Capital
South Carolina
$110K – – –
DOA
675
D'Orazio & Associates
Virginia
$110K – – –