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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Toronto Dominion Bank
801
Toronto Dominion Bank
Ontario, Canada
$16K +$15.9K +427 New
IWA
802
Intercontinental Wealth Advisors
Texas
$15K -$17.9K -480 -56%
GWMIA
803
Global Wealth Management Investment Advisory
Florida
$15K +$3.62K +97 +32%
WAS
804
Winch Advisory Services
Wisconsin
$14K +$13.7K +368 New
THWM
805
Taylor Hoffman Wealth Management
Virginia
$13K – – –
MWM
806
Maltin Wealth Management
New Jersey
$13K +$12.8K +342 New
SIAS
807
Shine Investment Advisory Services
Colorado
$12K – – –
HFM
808
Hartford Financial Management
Connecticut
$11K – – –
VCM
809
Versant Capital Management
Arizona
$11K – – –
VCM
810
Vigilant Capital Management
Maine
$11K – – –
CWM
811
Cedar Wealth Management
California
$11K +$10.9K +292 New
TPWA
812
TRUE Private Wealth Advisors
Oregon
$11K +$11.6K +310 New
SC
813
Stratford Consulting
Texas
$10K +$9.92K +266 New
MFT
814
Moisand Fitzgerald Tamayo
Florida
$10K +$10.1K +271 New
AIL
815
AGF Investments LLC
Ontario, Canada
$9K -$8.47K -227 -50%
CAGAS
816
Capital Advisory Group Advisory Services
Minnesota
$9K -$4.07K -109 -32%
QI
817
QS Investors
New York
$9K +$970 +26 +13%
DY
818
Dowling & Yahnke
California
$9K +$8.95K +240 New
HIM
819
HawsGoodwin Investment Management
Tennessee
$9K +$9.14K +245 New
ACM
820
Allred Capital Management
Texas
$8.64K +$8.58K +230 New
MI
821
Markston International
New York
$8K – – –
IA
822
Independence Advisors
Pennsylvania
$7K +$6.98K +187 New
HDIM
823
Hanson & Doremus Investment Management
Vermont
$6K +$5.71K +153 New
QAM
824
QCI Asset Management
New York
$5K – – –
TFA
825
Toth Financial Advisory
Virginia
$5K – – –