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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
776
Alesco Advisors
New York
$222K – – –
VF
777
Vawter Financial
Ohio
$221K +$228K +7,294 New
OFS
778
OneAscent Financial Services
Alabama
$221K +$17.7K +566 +8%
SP
779
Symmetry Partners
Connecticut
$221K -$63 -2 -0%
LCM
780
Lazari Capital Management
California
$217K – – –
WFA
781
Websterrogers Financial Advisors
South Carolina
$216K +$10.5K +334 +5%
BC
782
Barrett & Company
Rhode Island
$216K +$282 +9 +0.1%
CWM
783
C2C Wealth Management
Arizona
$216K -$14.9K -475 -6%
BPAMU
784
BTG Pactual Asset Management US
New York
$215K +$222K +7,099 New
BIA
785
BHK Investment Advisors
Alabama
$213K +$220K +7,040 New
IWP
786
Insight Wealth Partners
Texas
$213K -$67.4K -2,152 -23%
ST
787
Smithfield Trust
Pennsylvania
$213K – – –
SMH
788
Sanders Morris Harris
Texas
$213K – – –
MGIA
789
Moneta Group Investment Advisors
Missouri
$210K -$61K -1,948 -22%
BF
790
BOK Financial
Oklahoma
$208K -$133K -4,239 -38%
RWA
791
Reicon Wealth Advisors
Georgia
$208K -$58.2K -1,860 -21%
OA
792
Oxbow Advisors
Texas
$208K – – –
VT
793
Vise Technologies
New York
$208K – – –
WA
794
Wealthstar Advisors
Texas
$208K -$15.2K -484 -7%
AIC
795
Archer Investment Corporation
Indiana
$206K – – –
RFC
796
Regions Financial Corp
Alabama
$206K +$212K +6,783 New
RIA
797
Rhodes Investment Advisors
Texas
$205K +$2.35K +75 +1%
HAG
798
HF Advisory Group
Maryland
$204K -$23.1K -737 -10%
HCA
799
Harbour Capital Advisors
Virginia
$204K +$202K +6,465 New
IFA
800
Interactive Financial Advisors
Illinois
$204K -$7.58K -242 -3%