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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GA
676
Geller Advisors
New York
$402K -$3.41K -106 -0.9%
FA
677
Flagstar Advisors
New York
$401K -$49.4K -1,534 -11%
B
678
Bensler
Washington
$401K -$72.7K -2,259 -16%
SP
679
SWS Partners
Ohio
$400K
KWM
680
KFG Wealth Management
Indiana
$398K
WCG
681
Weaver Consulting Group
California
$397K
FB
682
Fulton Bank
Pennsylvania
$393K
CWP
683
Core Wealth Partners
California
$393K
MWPCG
684
Measured Wealth Private Client Group
New Hampshire
$392K +$140K +4,338 +58%
WIM
685
WealthPlan Investment Management
Nebraska
$390K -$14.6K -454 -4%
TCM
686
TD Capital Management
Tennessee
$389K +$9.08K +282 +2%
TAM
687
Titleist Asset Management
Texas
$388K -$160K -4,969 -30%
LMKC
688
L.M. Kohn & Company
Ohio
$387K +$16.5K +512 +5%
EFG
689
Ehrlich Financial Group
California
$385K -$7.43K -231 -2%
AFP
690
Alpha Financial Partners
Kentucky
$385K +$373K +11,580 New
YCM
691
Yakira Capital Management
Connecticut
$383K +$371K +11,540 New
AWA
692
Arete Wealth Advisors
Illinois
$383K -$276K -8,568 -43%
SFG
693
Seamount Financial Group
Colorado
$382K +$9.95K +309 +3%
NFA
694
Northwest Financial Advisors
Virginia
$381K -$5.21K -162 -1%
Koshinski Asset Management
695
Koshinski Asset Management
Illinois
$379K -$26.5K -824 -7%
CFB
696
Cullen/Frost Bankers
Texas
$375K -$97 -3 -0%
OA
697
Operose Advisors
Wisconsin
$374K -$336K -10,434 -48%
TA
698
TPG Advisors
Illinois
$373K +$57.9K +1,798 +19%
GEA
699
Glen Eagle Advisors
New Jersey
$373K
VST
700
Van Strum & Towne
California
$371K