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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TLFA
876
True Link Financial Advisors
California
$84K -$2.63K -67 -8%
FMP
877
Financial Management Professionals
Texas
$80K +$1.37K +35 +2%
SIM
878
Sonora Investment Management
Arizona
$76K +$39.2K +1,000 +105%
EW
879
Element Wealth
Mississippi
$75K +$824 +21 +1%
AWM
880
AllSquare Wealth Management
New York
$74K – – –
ETI
881
Enterprise Trust & Investment
California
$73K +$39.2K +1,000 +112%
PP
882
Pacifica Partners
Canada
$73K +$39.4K +1,004 +117%
SAM
883
S.A. Mason
Michigan
$68K – – –
CAL
884
Capital Analysts LLC
Pennsylvania
$66K – – –
GM
885
GeoWealth Management
Illinois
$65K -$490K -12,501 -88%
TFO
886
Tarbox Family Office
California
$64K – – –
EIP
887
Ellis Investment Partners
Pennsylvania
$59K -$17.2K -438 -22%
PK
888
Pflug Koory
Nebraska
$59K +$549 +14 +0.9%
PCFFS
889
Pacific Center for Financial Services
California
$59K +$59.9K +1,528 New
TC
890
Truvestments Capital
Florida
$58K -$9.81K -250 -14%
HPC
891
HM Payson & Co
Maine
$58K – – –
S
892
SignatureFD
Georgia
$58K – – –
AF
893
Affiance Financial
Minnesota
$55K – – –
LAS
894
Lloyd Advisory Services
Georgia
$54K -$6.9K -176 -11%
BMD
895
Better Money Decisions
New Mexico
$53K +$588 +15 +1%
TFS
896
TrustCore Financial Services
Tennessee
$48K -$35.3K -900 -42%
VRM
897
Vectors Research Management
New York
$48K – – –
ARMC
898
American Research & Management Company
Massachusetts
$47K -$118K -3,000 -71%
PP
899
PrairieView Partners
Minnesota
$47K – – –
BCPWM
900
Bradley & Co Private Wealth Management
Florida
$45K – – –