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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
801
Optimum Investment Advisors
Illinois
$258K
MP
802
McDonald Partners
Ohio
$256K
CWM
803
C2C Wealth Management
Arizona
$255K
Wolverine Trading
804
Wolverine Trading
Illinois
$254K +$251K +7,871 New
NIC
805
Northwest Investment Counselors
Oregon
$253K +$1.27K +40 +0.5%
LFS
806
Legacy Financial Strategies
Kansas
$251K +$8.03K +252 +3%
NWM
807
Northwest Wealth Management
Iowa
$250K -$15K -469 -6%
AA
808
Ancora Advisors
Ohio
$249K -$11.7K -366 -5%
LC
809
Lindbrook Capital
California
$249K
GVAG
810
Great Valley Advisor Group
Delaware
$249K +$7.2K +226 +3%
IW
811
Instrumental Wealth
Florida
$245K -$14.3K -450 -5%
AA
812
Advisory Alpha
Michigan
$244K +$241K +7,561 New
CMI
813
Clare Market Investments
Texas
$244K +$446 +14 +0.2%
BWA
814
Beam Wealth Advisors
Louisiana
$243K -$9.21K -289 -4%
Luther King Capital Management (LKCM)
815
Luther King Capital Management (LKCM)
Texas
$243K
OA
816
Oxbow Advisors
Texas
$242K -$925K -29,002 -79%
DIM
817
DLK Investment Management
California
$242K
ACP
818
Aveo Capital Partners
Colorado
$241K +$244K +7,643 New
FWIA
819
Fort Washington Investment Advisors
Ohio
$241K -$148K -4,632 -38%
VCM
820
Virtue Capital Management
Tennessee
$240K +$244K +7,642 New
IHL
821
Investment House LLC
California
$240K
TCBWMS
822
Texas Capital Bank Wealth Management Services
Texas
$238K
MWM
823
Meridian Wealth Management
Kentucky
$237K +$4.56K +143 +2%
MCA
824
Millennium Capital Advisors
Arkansas
$237K +$1.63K +51 +0.7%
HWM
825
HB Wealth Management
Georgia
$235K +$232K +7,284 New