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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAS
751
Stelac Advisory Services
New York
$246K -$14.3K -460 -5%
JSW
752
Journey Strategic Wealth
New Jersey
$246K +$251K +8,055 New
HWM
753
Hohimer Wealth Management
Washington
$245K -$113K -3,623 -31%
SWMP
754
Signature Wealth Management Partners
New Jersey
$245K +$1.96K +63 +0.8%
RSWM
755
Robertson Stephens Wealth Management
California
$244K
RFC
756
Regions Financial Corp
Alabama
$243K +$247K +7,953 New
BLC
757
Brown, Lisle/Cummings
Rhode Island
$243K -$8.21K -264 -3%
RMC
758
Resources Management Corp
Connecticut
$242K +$7.78K +250 +3%
NFSG
759
Newbridge Financial Services Group
Florida
$241K +$11.1K +357 +5%
HIMC
760
Heritage Investors Management Corp
Maryland
$240K +$43.7K +1,406 +22%
BAG
761
Bridgewealth Advisory Group
California
$235K +$240K +7,704 New
APWM
762
Argonautica Private Wealth Management
Massachusetts
$234K +$239K +7,678 New
RF
763
Resolute Financial
Massachusetts
$231K +$5.57K +179 +2%
AT
764
American Trust
Kentucky
$230K -$113K -3,619 -25%
WCM
765
Windsor Capital Management
Arizona
$228K -$80.9K -2,600 -26%
PEA
766
Park Edge Advisors
Ohio
$228K +$232K +7,470 New
SDJVC
767
St. Denis J. Villere & Co
Louisiana
$228K -$77.8K -2,500 -25%
LFS
768
Legacy Financial Strategies
Kansas
$228K
PCM
769
Parsons Capital Management
Rhode Island
$227K -$124K -4,000 -35%
FI
770
Financial Insights
Washington
$226K +$230K +7,399 New
NFG
771
Nations Financial Group
Iowa
$225K +$230K +7,383 New
GAM
772
Gould Asset Management
California
$223K +$227K +7,295 New
PCA
773
Providence Capital Advisors
North Carolina
$221K +$222K +7,144 +8,211%
TCM
774
Tran Capital Management
California
$217K
PMA
775
Prudent Man Advisors
Illinois
$214K