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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
776
SeaCrest Wealth Management
New York
$218K -$276K -8,861 -55%
CWM
777
C2C Wealth Management
Arizona
$217K
LWANC
778
Laurel Wealth Advisors (North Carolina)
North Carolina
$216K
BIA
779
BHK Investment Advisors
Alabama
$215K
IWP
780
Insight Wealth Partners
Texas
$214K
MWM
781
Maripau Wealth Management
Indiana
$214K -$24.7K -793 -10%
HCA
782
Harbour Capital Advisors
Virginia
$212K +$14.8K +475 +7%
BC
783
Barrett & Company
Rhode Island
$211K -$6.57K -211 -3%
WA
784
Wealthstar Advisors
Texas
$210K +$966 +31 +0.5%
KF
785
Krilogy Financial
Missouri
$210K -$14.2K -457 -6%
SIC
786
Samalin Investment Counsel
New York
$209K +$214K +6,864 New
OA
787
Oxbow Advisors
Texas
$209K
RWB
788
RMR Wealth Builders
New Jersey
$206K +$210K +6,751 New
RIA
789
Rhodes Investment Advisors
Texas
$206K
SCP
790
Silverleafe Capital Partners
Tennessee
$206K +$2.4K +77 +1%
HA
791
Hegarty Advisors
New York
$205K +$2.8K +90 +1%
IAG
792
Investmark Advisory Group
Connecticut
$204K +$208K +6,689 New
HAG
793
HighPoint Advisor Group
Illinois
$203K
ARC
794
Advisor Resource Council
Texas
$203K +$206K +6,604 New
PWM
795
Peak Wealth Management
New Hampshire
$203K
RFC
796
Regions Financial Corp
Alabama
$201K -$5.7K -183 -3%
NPT
797
Nixon Peabody Trust
Massachusetts
$201K +$205K +6,597 New
CC
798
Clearwave Capital
California
$201K +$205K +6,594 New
FT
799
Fiduciary Trust
Massachusetts
$200K -$127K -4,085 -38%
BC
800
Burney Company
Virginia
$200K -$44.5K -1,430 -18%