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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QFA
776
Quantum Financial Advisors
California
$299K
AW
777
Alaethes Wealth
Nevada
$297K +$288K +8,945 New
KFGK
778
Keystone Financial Group (Kentucky)
Kentucky
$296K +$287K +8,908 New
CP
779
Castleview Partners
Texas
$296K -$31.1K -967 -10%
IW
780
Instrumental Wealth
Florida
$296K +$515 +16 +0.2%
PIA
781
Perennial Investment Advisors
California
$292K +$34.1K +1,059 +14%
VFA
782
Valeo Financial Advisors
Indiana
$290K +$281K +8,728 New
LSIA
783
LaSalle St. Investment Advisors
Illinois
$290K +$27.2K +846 +11%
1WA
784
180 Wealth Advisors
Washington
$289K +$13.1K +407 +5%
VVP
785
Venture Visionary Partners
Ohio
$287K -$21.8K -676 -7%
HAG
786
HF Advisory Group
Maryland
$285K -$61.3K -1,905 -18%
HCP
787
Hexagon Capital Partners
Arkansas
$284K -$32.2K -999 -10%
NIWA
788
New Insight Wealth Advisors
California
$278K -$25K -776 -8%
1832 Asset Management
789
1832 Asset Management
Ontario, Canada
$276K -$3.06K -95 -1%
NA
790
Nottingham Advisors
New York
$275K
TWP
791
Tyche Wealth Partners
Texas
$274K
BFG
792
Bleakley Financial Group
New Jersey
$274K +$265K +8,231 New
RWB
793
RMR Wealth Builders
New Jersey
$271K -$117K -3,623 -31%
SA
794
Stonebridge Advisors
Connecticut
$266K +$258K +8,017 New
OIA
795
Optimum Investment Advisors
Illinois
$266K
IFO
796
Independent Family Office
New York
$265K -$130K -4,039 -34%
MP
797
McDonald Partners
Ohio
$264K
RWM
798
Ritholtz Wealth Management
New York
$263K -$686K -21,324 -73%
GWM
799
Greenwich Wealth Management
Connecticut
$262K +$5.6K +174 +2%
CWM
800
C2C Wealth Management
Arizona
$260K