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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SP
676
SWS Partners
Ohio
$18K +$18.4K +480 New
BWL
677
Bogart Wealth LLC
Virginia
$17K – – –
FFG
678
Ford Financial Group
California
$16K +$16.3K +424 New
RPC
679
Rossmore Private Capital
Connecticut
$15.2K +$15.4K +400 New
AWMS
680
Advocacy Wealth Management Services
Georgia
$15K – – –
MI
681
Markston International
New York
$15K – – –
APSP
682
Asset Planning Services (Pennsylvania)
Pennsylvania
$15K +$230 +6 +2%
AWM
683
Avior Wealth Management
Nebraska
$15K +$15.1K +392 New
KIG
684
Kessler Investment Group
Indiana
$14K – – –
TFO
685
Tarbox Family Office
California
$13K +$13.2K +345 New
HWM
686
Holloway Wealth Management
Florida
$12K – – –
PS
687
Portfolio Solutions
Michigan
$12K – – –
PRS
688
Pinkerton Retirement Specialists
Idaho
$12K +$11.7K +304 New
TF
689
Tompkins Financial
New York
$12K +$11.7K +305 New
PAI
690
Pittenger & Anderson Inc
Nebraska
$11K – – –
SWA
691
Sutton Wealth Advisors
Florida
$10.1K -$33.9K -882 -77%
TDC
692
Thompson Davis & Co
Virginia
$10K – – –
WCAMG
693
Woodard & Company Asset Management Group
North Carolina
$10K +$9.6K +250 New
RWG
694
Regal Wealth Group
California
$10K +$9.94K +259 New
CDIA
695
Capital Directions Investment Advisors
Georgia
$9K – – –
SFG
696
SevenBridge Financial Group
Pennsylvania
$9K – – –
WCM
697
Whitener Capital Management
North Carolina
$9K +$9.6K +250 New
TFA
698
Toth Financial Advisory
Virginia
$8K +$8.29K +216 New
QI
699
QS Investors
New York
$7K -$77.1M -2,008,339 -100%
GT
700
Glenmede Trust
Pennsylvania
$7K -$769K -20,035 -99%