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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
701
Calamos Wealth Management
Illinois
$342K +$351K +11,139 New
Wolverine Trading
702
Wolverine Trading
Illinois
$341K +$139K +4,417 +66%
TPW
703
Tiller Private Wealth
Pennsylvania
$341K +$7.41K +235 +2%
PAG
704
Powers Advisory Group
Illinois
$337K -$31.1K -988 -8%
PMSA
705
Patrick M. Sweeney & Associates
Illinois
$335K -$91.3K -2,895 -21%
FA
706
Flagstar Advisors
New York
$335K +$3.44K +109 +1%
SWA
707
Stratos Wealth Advisors
Ohio
$334K +$124K +3,934 +57%
WBCM
708
Wilson & Boucher Capital Management
California
$332K +$25.2K +800 +8%
GJIA
709
Glass Jacobson Investment Advisors
Maryland
$330K – – –
IFA
710
Interactive Financial Advisors
Illinois
$329K +$2.4K +76 +0.7%
FT
711
Fiduciary Trust
Massachusetts
$327K -$41.4K -1,312 -11%
GEA
712
Glen Eagle Advisors
New Jersey
$326K -$7.25K -230 -2%
WP
713
WealthShield Partners
North Carolina
$326K +$97.4K +3,088 +41%
FMP
714
Financial Management Professionals
Texas
$325K +$9.99K +317 +3%
CAGAS
715
Capital Advisory Group Advisory Services
Minnesota
$321K -$6.5K -206 -2%
AFS
716
AFG Fiduciary Services
Massachusetts
$321K +$8.07K +256 +2%
PMG
717
ProVise Management Group
Florida
$321K -$33.8K -1,072 -9%
FFS
718
Founders Financial Securities
Maryland
$320K +$333K +10,570 New
CWM
719
Chemistry Wealth Management
New York
$319K -$13.7K -435 -4%
ABC
720
Associated Banc-Corp
Wisconsin
$318K – – –
LMKC
721
L.M. Kohn & Company
Ohio
$316K -$43.3K -1,373 -12%
MWA
722
Midland Wealth Advisors
Illinois
$316K -$6.3K -200 -2%
MWM
723
Meridian Wealth Management
Kentucky
$316K +$90.4K +2,866 +39%
CCG
724
Chatham Capital Group
Georgia
$314K -$831K -26,346 -72%
Koshinski Asset Management
725
Koshinski Asset Management
Illinois
$313K -$32.2K -1,022 -9%