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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
676
Benchmark Wealth Management
Connecticut
$234K
CFA
677
Carroll Financial Associates
North Carolina
$233K +$1.58K +44 +0.7%
FI
678
Financial Insights
Washington
$233K +$151K +4,193 +190%
PFS
679
Prospera Financial Services
Texas
$231K -$3.55M -98,677 -94%
CIAS
680
CBIZ Investment Advisory Services
Ohio
$229K
FCA
681
FinTrust Capital Advisors
South Carolina
$228K +$1.8K +50 +0.8%
KPCM
682
Kings Point Capital Management
New York
$227K
SWM
683
Segment Wealth Management
Texas
$227K
CA
684
Crewe Advisors
Utah
$225K
WP
685
WealthSource Partners
California
$224K -$64.6K -1,795 -23%
AA
686
Ancora Advisors
Ohio
$221K -$3.81K -106 -2%
BW
687
Bison Wealth
Georgia
$221K
NFG
688
NewFocus Financial Group
Washington
$221K
TSS
689
Two Sigma Securities
New York
$221K +$218K +6,051 New
BIA
690
BHK Investment Advisors
Alabama
$220K
UBV
691
United Bank (Virginia)
Virginia
$219K +$216K +6,000 New
Mitsubishi UFJ Trust & Banking
692
Mitsubishi UFJ Trust & Banking
Japan
$218K +$215K +5,980 New
IIM
693
Ipswich Investment Management
Massachusetts
$218K +$216K +5,994 New
CIC
694
Carnegie Investment Counsel
Ohio
$216K -$13.9K -385 -6%
SFP
695
Shepherd Financial Partners
Massachusetts
$215K -$469K -13,025 -69%
BCWM
696
Blue Chip Wealth Management
Florida
$215K +$252 +7 +0.1%
AIP
697
Almanack Investment Partners
Pennsylvania
$214K -$57.9K -1,609 -22%
LIM
698
Leavell Investment Management
Alabama
$213K
EWM
699
Executive Wealth Management
Michigan
$213K +$2.12K +59 +1%
ACG
700
Allen Capital Group
Nebraska
$212K -$9.82K -273 -5%