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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NGA
826
Naples Global Advisors
Florida
$223K -$22K -560 -9%
GVAG
827
Great Valley Advisor Group
Delaware
$223K +$225K +5,745 New
1CM
828
1492 Capital Management
Wisconsin
$222K +$431 +11 +0.2%
LWM
829
Liberty Wealth Management
California
$220K +$745 +19 +0.3%
T
830
TNF
Montana
$217K +$221K +5,644 New
AP
831
Americana Partners
Texas
$216K +$219K +5,585 New
AC
832
Apella Capital
Connecticut
$214K -$20.6K -524 -9%
Calamos Advisors
833
Calamos Advisors
Illinois
$214K – – –
JHCP
834
Jackson Hole Capital Partners
Oklahoma
$214K – – –
JAG
835
Journey Advisory Group
Kentucky
$214K – – –
BFA
836
Beacon Financial Advisory
Ohio
$213K – – –
AA
837
Alesco Advisors
New York
$210K – – –
RI
838
Ridgewood Investments
New Jersey
$210K +$212K +5,400 New
ECG
839
Edge Capital Group
Georgia
$208K -$131K -3,333 -38%
CIA
840
Capital Investment Advisors
Georgia
$208K +$8.2K +209 +4%
WP
841
WealthShield Partners
North Carolina
$207K -$170K -4,344 -45%
9WM
842
9258 Wealth Management
Ohio
$207K +$209K +5,334 New
BFIM
843
Beese Fulmer Investment Management
Ohio
$204K – – –
FWM
844
Focused Wealth Management
New York
$204K +$24.8K +633 +14%
BS
845
Boenning & Scattergood
Pennsylvania
$203K +$205K +5,234 New
PCS
846
Personal CFO Solutions
New Jersey
$202K – – –
SA
847
Strategic Advisors
New York
$202K – – –
NC
848
NovaPoint Capital
Georgia
$202K +$745 +19 +0.4%
TFGT
849
TS Financial Group (TSFG)
Illinois
$201K +$824 +21 +0.4%
BC
850
Burleson & Co
California
$187K – – –