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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IP
801
Ignite Planners
California
$259K +$256K +8,046 New
CWM
802
Connecticut Wealth Management
Connecticut
$258K -$30.6K -960 -11%
OIA
803
Optimum Investment Advisors
Illinois
$258K – – –
MP
804
McDonald Partners
Ohio
$256K – – –
CWM
805
C2C Wealth Management
Arizona
$255K – – –
Wolverine Trading
806
Wolverine Trading
Illinois
$254K +$251K +7,871 New
NIC
807
Northwest Investment Counselors
Oregon
$253K +$1.27K +40 +0.5%
LFS
808
Legacy Financial Strategies
Kansas
$251K +$8.03K +252 +3%
NWM
809
Northwest Wealth Management
Iowa
$250K -$15K -469 -6%
AA
810
Ancora Advisors
Ohio
$249K -$11.7K -366 -5%
LC
811
Lindbrook Capital
California
$249K – – –
GVAG
812
Great Valley Advisor Group
Delaware
$249K +$7.2K +226 +3%
IW
813
Instrumental Wealth
Florida
$245K -$14.3K -450 -5%
AA
814
Advisory Alpha
Michigan
$244K +$241K +7,561 New
CMI
815
Clare Market Investments
Texas
$244K +$446 +14 +0.2%
BWA
816
Beam Wealth Advisors
Louisiana
$243K -$9.21K -289 -4%
Luther King Capital Management (LKCM)
817
Luther King Capital Management (LKCM)
Texas
$243K – – –
OA
818
Oxbow Advisors
Texas
$242K -$925K -29,002 -79%
DIM
819
DLK Investment Management
California
$242K – – –
ACP
820
Aveo Capital Partners
Colorado
$241K +$244K +7,643 New
FWIA
821
Fort Washington Investment Advisors
Ohio
$241K -$148K -4,632 -38%
VCM
822
Virtue Capital Management
Tennessee
$240K +$244K +7,642 New
IHL
823
Investment House LLC
California
$240K – – –
TCBWMS
824
Texas Capital Bank Wealth Management Services
Texas
$238K – – –
MWM
825
Meridian Wealth Management
Kentucky
$237K +$4.56K +143 +2%