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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WDG
801
Wealth Dimensions Group
Ohio
$223K +$220K +5,806 New
PAM
802
Palisade Asset Management
Minnesota
$222K
CIC
803
Carnegie Investment Counsel
Ohio
$220K +$19K +500 +10%
AA
804
AlphaCentric Advisors
Puerto Rico
$220K +$23.9K +629 +12%
H
805
HoyleCohen
California
$217K
EWM
806
Executive Wealth Management
Michigan
$216K -$2.88K -76 -1%
LWM
807
Liberty Wealth Management
California
$215K
BWM
808
Birchcreek Wealth Management
Ohio
$215K +$59.8K +1,576 +39%
CIA
809
Capital Investment Advisors
Georgia
$214K +$212K +5,581 New
IWM
810
IHT Wealth Management
Illinois
$213K -$43.5K -1,147 -17%
BI
811
Bramshill Investments
Florida
$213K +$211K +5,556 New
Calamos Advisors
812
Calamos Advisors
Illinois
$212K
JAG
813
Journey Advisory Group
Kentucky
$212K
JHCP
814
Jackson Hole Capital Partners
Oklahoma
$212K +$85K +2,240 +68%
CCA
815
Conestoga Capital Advisors
Pennsylvania
$212K +$210K +5,531 New
ACG
816
Allen Capital Group
Nebraska
$211K -$9.48K -250 -4%
FIM
817
Fernwood Investment Management
Massachusetts
$209K
CWM
818
Concentrum Wealth Management
California
$207K -$103K -2,721 -34%
AA
819
Alesco Advisors
New York
$207K
BFA
820
Beacon Financial Advisory
Ohio
$206K +$204K +5,366 New
9WM
821
9258 Wealth Management
Ohio
$204K -$11.8K -311 -6%
PWM
822
Palumbo Wealth Management
New York
$203K +$910 +24 +0.5%
SCM
823
Snow Capital Management
Pennsylvania
$203K +$200K +5,285 New
BFIM
824
Beese Fulmer Investment Management
Ohio
$202K +$199K +5,250 New
MCM
825
Murphy Capital Management
New Jersey
$202K +$200K +5,280 New