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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DW
751
Dodds Wealth
Colorado
$320K +$5.06K +155 +2%
EIA
752
Edgemoor Investment Advisors
Maryland
$319K -$229 -7 -0.1%
JIC
753
Joel Isaacson & Co
New York
$317K -$222K -6,787 -40%
BA
754
Bristlecone Advisors
Washington
$317K
Betterment LLC
755
Betterment LLC
New York
$317K +$2.42K +74 +0.7%
ACIM
756
Azimuth Capital Investment Management
Michigan
$316K -$157K -4,800 -32%
MLA
757
My Legacy Advisors
Oregon
$315K -$4.25K -130 -1%
MIM
758
Merrion Investment Management
New Jersey
$314K
WBCM
759
Wilson & Boucher Capital Management
California
$314K
DFG
760
Delphi Financial Group
Delaware
$314K +$327K +10,000 New
PMWMG
761
Parr McKnight Wealth Management Group
Minnesota
$314K +$327K +10,000 New
WF
762
Warner Financial
Maryland
$314K +$4.96K +152 +2%
MFG
763
Midwest Financial Group
Kansas
$314K -$73K -2,235 -18%
MWM
764
Modera Wealth Management
New Jersey
$309K
SWA
765
SFMG Wealth Advisors
Texas
$307K +$3.75K +115 +1%
AC
766
Apella Capital
Connecticut
$307K +$319K +9,773 New
TWC
767
TD Waterhouse Canada
Ontario, Canada
$307K -$17.8K -545 -5%
BB
768
Bell Bank
North Dakota
$306K
KMWM
769
Keudell/Morrison Wealth Management
Oregon
$306K -$7.35K -225 -2%
TAM
770
Titleist Asset Management
Texas
$304K -$65.3K -2,000 -17%
ISL
771
Ingalls & Snyder LLC
New York
$302K
TFP
772
Traction Financial Partners
Wyoming
$300K -$294 -9 -0.1%
WFA
773
Websterrogers Financial Advisors
South Carolina
$299K
GI
774
Gradient Investments
Minnesota
$299K
VFA
775
Valeo Financial Advisors
Indiana
$298K +$24.6K +752 +9%