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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
776
Sonora Investment Management
Arizona
$16K +$15.3K +450 New
LAS
777
Lloyd Advisory Services
Georgia
$16K +$15.9K +467 New
PA
778
Procyon Advisors
Connecticut
$13K +$7.29K +214 +142%
THWM
779
Taylor Hoffman Wealth Management
Virginia
$12K +$11.9K +350 New
HFA
780
HC Financial Advisors
California
$11K
SIAS
781
Shine Investment Advisory Services
Colorado
$11K
QI
782
QS Investors
New York
$11K +$545 +16 +6%
PCG
783
Private Capital Group
Connecticut
$10K -$39.7K -1,165 -80%
OFG
784
Oxford Financial Group
Indiana
$10K
TPWA
785
TRUE Private Wealth Advisors
Oregon
$10K
VCM
786
Versant Capital Management
Arizona
$10K
MI
787
Markston International
New York
$7K
HFM
788
Hartford Financial Management
Connecticut
$6K +$34 +1 +0.6%
MAM
789
Meeder Asset Management
Ohio
$5K -$9.98K -293 -65%
PCA
790
Providence Capital Advisors
North Carolina
$5K -$1.47K -43 -22%
HDIM
791
Hanson & Doremus Investment Management
Vermont
$5K
TFA
792
Toth Financial Advisory
Virginia
$5K
FWM
793
Filbrandt Wealth Management
Wisconsin
$5K +$5.11K +150 New
WA
794
WestEnd Advisors
North Carolina
$4.61K
TL
795
TrueWealth LLC
Georgia
$4K
JG
796
Jefferies Group
New York
$3.93K -$1.43M -42,021 -27%
MWA
797
MFA Wealth Advisors
Pennsylvania
$3.33K +$3.27K +96 New
KFS
798
Kelly Financial Services
Massachusetts
$3.12K
GWMIA
799
Global Wealth Management Investment Advisory
Florida
$3K
HFS
800
HBC Financial Services
Washington
$3K