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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
851
Resurgent Financial Advisors
Georgia
$291K +$287K +7,390 New
AWA
852
Arkadios Wealth Advisors
Georgia
$290K +$40.7K +1,047 +17%
WJWM
853
Williams Jones Wealth Management
New York
$288K -$465K -11,975 -62%
AAA
854
Adams Asset Advisors
Texas
$288K – – –
SHA
855
Seneca House Advisors
Virginia
$288K +$284K +7,300 New
MFA
856
Mayflower Financial Advisors
Massachusetts
$286K -$33.9K -873 -11%
CWAF
857
Core Wealth Advisors (Florida)
Florida
$285K +$311 +8 +0.1%
APW
858
Aurora Private Wealth
New Jersey
$284K -$66.4K -1,708 -19%
PCM
859
Princeton Capital Management
New Jersey
$282K -$6.3K -162 -2%
TCM
860
Tran Capital Management
California
$281K – – –
ECM
861
Elgethun Capital Management
South Dakota
$280K +$2.64K +68 +1%
MCM
862
Marathon Capital Management
Maryland
$279K – – –
VFPI
863
Vantage Financial Partners (Illinois)
Illinois
$278K – – –
PFA
864
Paradigm Financial Advisors
Missouri
$278K +$3.73K +96 +1%
CIA
865
Capital Investment Advisors
Georgia
$278K +$66K +1,698 +32%
BW
866
Bison Wealth
Georgia
$276K – – –
SMH
867
Sanders Morris Harris
Texas
$276K – – –
BHWM
868
Beaird Harris Wealth Management
Texas
$276K +$272K +6,996 New
FF
869
Friedenthal Financial
New Jersey
$274K – – –
Luther King Capital Management (LKCM)
870
Luther King Capital Management (LKCM)
Texas
$273K – – –
H
871
HoyleCohen
California
$272K +$41.3K +1,064 +18%
TF
872
TimeScale Financial
Massachusetts
$271K -$175K -4,492 -39%
SIG
873
Stonegate Investment Group
Alabama
$271K +$267K +6,874 New
RT
874
Rockland Trust
Massachusetts
$270K +$11.9K +306 +5%
SSCA
875
South Shore Capital Advisors
Massachusetts
$270K +$20.4K +524 +8%