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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FSA
676
Fort Sheridan Advisors
Illinois
$551K +$14.8K +382 +3%
HWM
677
Hohimer Wealth Management
Washington
$550K -$215K -5,523 -28%
PWP
678
Principle Wealth Partners
Connecticut
$549K -$71.7K -1,844 -12%
BA
679
Bristlecone Advisors
Washington
$547K
FNBT
680
FineMark National Bank & Trust
Florida
$545K
MCA
681
Magnolia Capital Advisors
Mississippi
$545K +$94.3K +2,427 +21%
VVP
682
Venture Visionary Partners
Ohio
$543K +$36.6K +941 +7%
CAMG
683
CWA Asset Management Group
Florida
$537K
SNBOSCI
684
Security National Bank of Sioux City Iowa
Iowa
$537K
SCM
685
Stonehearth Capital Management
Massachusetts
$536K -$90.1K -2,318 -15%
AIM
686
AHL Investment Management
Florida
$532K +$524K +13,481 New
WBCM
687
Wilson & Boucher Capital Management
California
$532K +$525K +13,500 New
IAG
688
Investment Advisory Group
Massachusetts
$531K +$569K +14,640 New
BFG
689
Beacon Financial Group
Texas
$529K -$47.3K -1,218 -8%
GWSG
690
GPS Wealth Strategies Group
Colorado
$526K +$155 +4 +0%
SAS
691
Stelac Advisory Services
New York
$526K +$39K +1,004 +8%
EWM
692
Endurance Wealth Management
Rhode Island
$522K
HL
693
HeadInvest LLC
Maine
$520K
SWA
694
SFMG Wealth Advisors
Texas
$519K +$78 +2 +0%
NIC
695
Northwest Investment Counselors
Oregon
$518K -$74.7K -1,923 -13%
FFA
696
Founders Financial Alliance
North Carolina
$515K +$9.71K +250 +2%
State Farm Mutual Automobile Insurance
697
State Farm Mutual Automobile Insurance
Illinois
$513K
FNT
698
First Nebraska Trust
Nebraska
$512K +$39.5K +1,017 +8%
BWM
699
BerganKDV Wealth Management
Minnesota
$510K
FFA
700
Fragasso Financial Advisors
Pennsylvania
$509K +$502K +12,919 New