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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
751
Tempus Wealth Planning
California
$245K -$925K -29,700 -79%
FLPIM
752
F.L. Putnam Investment Management
Massachusetts
$245K -$2.49K -80 -1%
SWP
753
Summit Wealth Partners
Florida
$244K +$15.4K +493 +7%
DWT
754
Dorsey & Whitney Trust
South Dakota
$244K – – –
B
755
Bailard
California
$244K +$249K +7,987 New
MP
756
McDonald Partners
Ohio
$242K – – –
CTC
757
Central Trust Company
Missouri
$240K – – –
AFS
758
AFG Fiduciary Services
Massachusetts
$239K -$98.3K -3,155 -29%
WAG
759
Winthrop Advisory Group
Massachusetts
$238K – – –
DIM
760
DLK Investment Management
California
$237K +$234K +7,500 New
SQA
761
Simon Quick Advisors
New Jersey
$235K +$240K +7,715 New
BB
762
Bell Bank
North Dakota
$235K – – –
JMBA
763
J. M. Brown & Associates
Oklahoma
$232K +$237K +7,617 New
Principal Financial Group
764
Principal Financial Group
Iowa
$232K +$237K +7,601 New
MA
765
MKT Advisors
California
$231K -$1.96K -63 -0.8%
RWA
766
Reicon Wealth Advisors
Georgia
$230K +$20.5K +659 +10%
BPAMU
767
BTG Pactual Asset Management US
New York
$229K +$13.3K +426 +6%
FFWA
768
Forthright Family Wealth Advisory
Texas
$229K +$234K +7,510 New
IAA
769
Independent Advisor Alliance
North Carolina
$228K -$1.17M -37,684 -83%
FNWM
770
Financial Network Wealth Management
Utah
$228K – – –
ANC
771
Ames National Corp
Iowa
$227K -$60.7K -1,950 -21%
AWS
772
Arkfeld Wealth Strategies
Nebraska
$226K +$1.46K +47 +0.6%
VF
773
Vawter Financial
Ohio
$222K – – –
PWM
774
Proathlete Wealth Management
Florida
$222K -$56.8K -1,825 -20%
SWASL
775
Spartan Wealth Advisory Services LLC
Michigan
$222K -$37.4K -1,200 -14%