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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NGA
851
Naples Global Advisors
Florida
$218K -$509K -15,970 -70%
LCM
852
Lazari Capital Management
California
$218K -$12.8K -401 -6%
CW
853
Connectus Wealth
Ohio
$217K -$6.25M -196,062 -97%
MIM
854
Moseley Investment Management
Florida
$217K +$215K +6,729 New
ZIM
855
Zacks Investment Management
Illinois
$217K -$4.49M -140,976 -95%
P
856
&Partners
Tennessee
$214K +$212K +6,643 New
WDG
857
Wealth Dimensions Group
Ohio
$212K
EA
858
Everpar Advisors
Oklahoma
$209K
RT
859
Rockland Trust
Massachusetts
$209K -$2.1K -66 -1%
WMA
860
Wealth Management Associates
New Jersey
$208K -$4.3K -135 -2%
FMP
861
Financial Management Professionals
Texas
$208K +$32.6K +1,023 +19%
Kovitz Investment Group Partners
862
Kovitz Investment Group Partners
Illinois
$208K +$206K +6,450 New
BLC
863
Brown, Lisle/Cummings
Rhode Island
$207K -$18.7K -588 -8%
CIC
864
Carnegie Investment Counsel
Ohio
$207K
Betterment LLC
865
Betterment LLC
New York
$206K -$10.7K -335 -5%
AA
866
Alesco Advisors
New York
$206K +$204K +6,390 New
KBFS
867
Kohmann Bosshard Financial Services
Ohio
$205K -$170K -5,330 -46%
MPCA
868
Madison Park Capital Advisors
Washington
$205K +$203K +6,371 New
CWM
869
Calamos Wealth Management
Illinois
$205K +$203K +6,366 New
HCA
870
Harbour Capital Advisors
Virginia
$205K -$55.9K -1,755 -21%
VCP
871
Verus Capital Partners
Arizona
$202K -$11.2K -350 -5%
OBWG
872
Onyx Bridge Wealth Group
New York
$201K +$206K +6,452 New
G
873
GenTrust
Florida
$201K +$198K +6,225 New
MAG
874
Mokosak Advisory Group
Iowa
$200K +$198K +6,206 New
CA
875
Continuum Advisory
Idaho
$195K +$198K +6,201 New