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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
701
Atticus Wealth Management
Florida
$338K +$4.75K +159 +1%
RFN
702
RDA Financial Network
Iowa
$337K +$10.7K +358 +3%
CWM
703
Chemistry Wealth Management
New York
$337K -$77.9K -2,606 -19%
MYIA
704
Mount Yale Investment Advisors
Colorado
$336K +$322K +10,785 New
WT
705
Washington Trust
Rhode Island
$336K +$202K +6,760 +169%
HKIMG
706
Hutchens & Kramer Investment Management Group
Indiana
$332K +$2.03K +68 +0.6%
KC
707
Kinloch Capital
Virginia
$331K +$317K +10,617 New
WBCM
708
Wilson & Boucher Capital Management
California
$331K -$8.96K -300 -3%
CFB
709
Cullen/Frost Bankers
Texas
$331K
RFA
710
Resurgent Financial Advisors
Georgia
$328K +$72.9K +2,439 +30%
NIWA
711
New Insight Wealth Advisors
California
$328K +$314K +10,517 New
ST
712
Smithfield Trust
Pennsylvania
$328K -$107K -3,567 -26%
WF
713
Warner Financial
Maryland
$326K +$4.57K +153 +1%
IWP
714
Insight Wealth Partners
Texas
$324K
GA
715
Greytown Advisors
Florida
$322K -$52.7K -1,764 -15%
ES
716
ETF Store
Kansas
$318K -$7.17K -240 -2%
FI
717
Financial Insights
Washington
$318K +$74.7K +2,500 +32%
MGWM
718
Marks Group Wealth Management
Minnesota
$317K +$304K +10,161 New
WP
719
WealthPLAN Partners
Nebraska
$315K -$51.3K -1,717 -15%
GI
720
Gradient Investments
Minnesota
$315K +$16.7K +560 +6%
KF
721
Krilogy Financial
Missouri
$314K -$93.4K -3,127 -24%
MIM
722
Merrion Investment Management
New Jersey
$312K
MCM
723
Manchester Capital Management
Vermont
$312K +$250K +8,375 +515%
CCG
724
Cypress Capital Group
Florida
$311K -$107K -3,595 -26%
Fisher Asset Management
725
Fisher Asset Management
Washington
$310K +$296K +9,924 New