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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCA
676
STALEY CAPITAL ADVISERS
Pennsylvania
$226K – – –
WQ
677
Wealth Quarterback
New Jersey
$224K +$252K +6,744 New
OAM
678
Oppenheimer Asset Management
New York
$221K -$145K -3,899 -40%
ST
679
Sabal Trust
Florida
$221K – – –
DWM
680
Darwin Wealth Management
Florida
$221K +$219K +5,869 New
LIM
681
Leavell Investment Management
Alabama
$220K -$20.1K -540 -8%
CAAS
682
Capital Asset Advisory Services
Michigan
$220K +$215K +5,751 New
VHAM
683
Van Hulzen Asset Management
California
$219K -$2.83K -76 -1%
MPW
684
Monterey Private Wealth
California
$219K +$218K +5,832 New
AT
685
Arden Trust
Delaware
$218K – – –
H
686
HoyleCohen
California
$218K +$5.6K +150 +3%
PAM
687
Palisade Asset Management
Minnesota
$217K – – –
PWP
688
Personal Wealth Partners
Minnesota
$215K -$507K -13,588 -70%
PWSG
689
Pacific Wealth Strategies Group
California
$215K – – –
SCA
690
Stonebridge Capital Advisors
Minnesota
$215K +$89.2K +2,390 +72%
9WM
691
9258 Wealth Management
Ohio
$214K +$212K +5,691 New
SCI
692
Stableford Capital II
Arizona
$213K -$63.4K -1,700 -23%
FIM
693
Fernwood Investment Management
Massachusetts
$212K – – –
CAS
694
Cascadia Advisory Services
Oregon
$211K +$210K +5,622 New
LWM
695
Liberty Wealth Management
California
$210K +$1.01K +27 +0.5%
LFG
696
LifePlan Financial Group
Ohio
$207K -$3.81K -102 -2%
DWT
697
Dorsey & Whitney Trust
South Dakota
$207K – – –
FAM
698
Formidable Asset Management
Ohio
$207K +$4.03K +108 +2%
AC
699
Avestar Capital
New York
$207K +$205K +5,508 New
Mitsubishi UFJ Trust & Banking
700
Mitsubishi UFJ Trust & Banking
Japan
$207K +$206K +5,510 New