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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ICM
701
Islay Capital Management
Texas
$46K -$23.3K -650 -31%
BA
702
Ballast Advisors
Minnesota
$46K -$9.07K -253 -15%
PCG
703
Private Capital Group
Connecticut
$46K
WT
704
Washington Trust
Rhode Island
$45K +$50.6K +1,412 New
CFD
705
Creative Financial Designs
Indiana
$43K -$16.8K -469 -26%
FPB
706
First PREMIER Bank
South Dakota
$43K
PP
707
PrairieView Partners
Minnesota
$43K +$48.3K +1,348 New
HIA
708
Harbor Investment Advisory
Maryland
$42K -$323 -9 -0.7%
PP
709
Pacifica Partners
Canada
$41K +$108 +3 +0.2%
1IA
710
1834 Investment Advisors
Wisconsin
$39K
BWM
711
Baystate Wealth Management
Massachusetts
$37K -$62.5K -1,744 -60%
BAM
712
Bellevue Asset Management
Washington
$37K
CAC
713
Certified Advisory Corp
Florida
$35K +$39K +1,087 New
RDWM
714
Red Door Wealth Management
Tennessee
$35K +$39.4K +1,100 New
PK
715
Pflug Koory
Nebraska
$34K +$359 +10 +0.9%
BWL
716
Bogart Wealth LLC
Virginia
$32K
EFSCE
717
Enterprise Financial Services Corp (EFSC)
Missouri
$32K
LWS
718
Lucia Wealth Services
California
$32K
AIA
719
Armor Investment Advisors
North Carolina
$32K +$35.9K +1,000 New
PB
720
Pinnacle Bancorp
Nebraska
$31K
CFFP
721
Center for Financial Planning
Michigan
$30K +$34.1K +950 New
DCM
722
Davis Capital Management
Florida
$26K +$29.6K +825 New
PFGIA
723
Patriot Financial Group Insurance Agency
Massachusetts
$25K -$12.2K -341 -30%
EIP
724
Ellis Investment Partners
Pennsylvania
$25K -$7.21K -201 -19%
HI
725
Hudock Inc
Pennsylvania
$25K