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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCPWM
876
Bradley & Co Private Wealth Management
Florida
$61K +$60.7K +1,599 New
HPC
877
HM Payson & Co
Maine
$58K – – –
PK
878
Pflug Koory
Nebraska
$57K +$11.3K +299 +25%
AF
879
Affiance Financial
Minnesota
$54K – – –
BA
880
Ballast Advisors
Minnesota
$53K +$266 +7 +0.5%
BMD
881
Better Money Decisions
New Mexico
$51K +$50.3K +1,326 New
1IA
882
1834 Investment Advisors
Wisconsin
$47K – – –
PP
883
PrairieView Partners
Minnesota
$46K -$5.54K -146 -11%
VFA
884
Valeo Financial Advisors
Indiana
$46K +$11.4K +300 +33%
BWM
885
Baystate Wealth Management
Massachusetts
$45K -$27.3K -719 -38%
LWA
886
Lowe Wealth Advisors
Maryland
$43K – – –
VRM
887
Vectors Research Management
New York
$42K – – –
BAM
888
Bellevue Asset Management
Washington
$42K +$76 +2 +0.2%
SFSIG
889
San Francisco Sentry Investment Group
California
$41K – – –
HR
890
Howe & Rusling
New York
$38K – – –
WFA
891
WestHill Financial Advisors
California
$38K – – –
PP
892
Pacifica Partners
Canada
$38K +$114 +3 +0.3%
TFS
893
TrustCore Financial Services
Tennessee
$38K +$19K +500 +100%
SIM
894
Sonora Investment Management
Arizona
$36K -$41.7K -1,100 -54%
BBHC
895
Brown Brothers Harriman & Co
New York
$36K +$36K +950 New
AL
896
ADE LLC
Maryland
$33K – – –
OSNBOA
897
Old Second National Bank of Aurora
Illinois
$32K -$20.9K -550 -39%
GSAM
898
Grant Street Asset Management
Pennsylvania
$32K – – –
ICM
899
Islay Capital Management
Texas
$31K -$24K -633 -44%
LDFR
900
Lehman & Derafelo Financial Resources
Pennsylvania
$31K – – –