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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OFS
776
OneAscent Financial Services
Alabama
$222K -$187 -6 -0.1%
WMA
777
Wealth Management Associates
New Jersey
$222K -$11.7K -375 -5%
AIC
778
Archer Investment Corporation
Indiana
$220K +$13K +416 +6%
AWP
779
Axis Wealth Partners
Rhode Island
$219K -$8.32K -267 -4%
SWM
780
SeaCrest Wealth Management
New York
$218K -$276K -8,861 -55%
CWM
781
C2C Wealth Management
Arizona
$217K – – –
LWANC
782
Laurel Wealth Advisors (North Carolina)
North Carolina
$216K – – –
BIA
783
BHK Investment Advisors
Alabama
$215K – – –
IWP
784
Insight Wealth Partners
Texas
$214K – – –
MWM
785
Maripau Wealth Management
Indiana
$214K -$24.7K -793 -10%
HCA
786
Harbour Capital Advisors
Virginia
$212K +$14.8K +475 +7%
BC
787
Barrett & Company
Rhode Island
$211K -$6.57K -211 -3%
WA
788
Wealthstar Advisors
Texas
$210K +$966 +31 +0.5%
KF
789
Krilogy Financial
Missouri
$210K -$14.2K -457 -6%
SIC
790
Samalin Investment Counsel
New York
$209K +$214K +6,864 New
OA
791
Oxbow Advisors
Texas
$209K – – –
RWB
792
RMR Wealth Builders
New Jersey
$206K +$210K +6,751 New
RIA
793
Rhodes Investment Advisors
Texas
$206K – – –
SCP
794
Silverleafe Capital Partners
Tennessee
$206K +$2.4K +77 +1%
HA
795
Hegarty Advisors
New York
$205K +$2.8K +90 +1%
IAG
796
Investmark Advisory Group
Connecticut
$204K +$208K +6,689 New
HAG
797
HighPoint Advisor Group
Illinois
$203K – – –
ARC
798
Advisor Resource Council
Texas
$203K +$206K +6,604 New
PWM
799
Peak Wealth Management
New Hampshire
$203K – – –
RFC
800
Regions Financial Corp
Alabama
$201K -$5.7K -183 -3%