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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAA
701
Independent Advisor Alliance
North Carolina
$327K +$318K +8,500 New
TFCP
702
Twin Focus Capital Partners
Massachusetts
$327K +$318K +8,500 New
Susquehanna International Group
703
Susquehanna International Group
Pennsylvania
$326K +$317K +8,472 New
RC
704
Reik & Co
New York
$325K
WCWM
705
Wooster Corthell Wealth Management
Connecticut
$323K
FNBOO
706
First National Bank of Omaha
Nebraska
$321K
HAS
707
HBW Advisory Services
California
$321K +$311K +8,331 New
MIM
708
Merrion Investment Management
New Jersey
$320K +$310K +8,300 New
CWM
709
Curi Wealth Management
North Carolina
$320K +$311K +8,324 New
GKWIM
710
Gerber Kawasaki Wealth & Investment Management
California
$320K +$311K +8,330 New
PA
711
Parallel Advisors
California
$319K -$71.6K -1,917 -19%
VFG
712
V2 Financial group
Illinois
$318K +$309K +8,258 New
WAG
713
Winthrop Advisory Group
Massachusetts
$318K -$308K -8,248 -50%
MIM
714
Moseley Investment Management
Florida
$317K -$99.2K -2,655 -24%
HCM
715
HMS Capital Management
Tennessee
$317K +$10.2K +272 +3%
WEPOG
716
Wealth Enhancement & Preservation of GA
Georgia
$316K -$260K -6,954 -46%
PFA
717
Pettinga Financial Advisors
Indiana
$316K -$18.5K -495 -6%
APW
718
Aurora Private Wealth
New Jersey
$314K +$28.3K +758 +10%
ECM
719
Elgethun Capital Management
South Dakota
$313K +$1.01K +27 +0.3%
CWM
720
Concentrum Wealth Management
California
$312K -$18.4K -493 -6%
AC
721
Apella Capital
Connecticut
$311K -$62K -1,658 -17%
SWP
722
Strategic Wealth Partners
Ohio
$309K +$25.3K +678 +9%
WAP
723
Wealthcare Advisory Partners
Pennsylvania
$309K +$84.6K +2,265 +39%
HIS
724
Harvest Investment Services
Illinois
$308K -$81.5K -2,182 -21%
LWM
725
Laidlaw Wealth Management
New York
$304K +$295K +7,890 New