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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CP
876
Castleview Partners
Texas
$29K +$27.3K +814 +754%
OPW
877
Oxler Private Wealth
New York
$28.8K
LWA
878
Lowe Wealth Advisors
Maryland
$27K -$9.22K -275 -24%
BHWM
879
Beaird Harris Wealth Management
Texas
$27K +$3.35K +100 +13%
WT
880
Washington Trust
Rhode Island
$26K -$44.7K -1,334 -62%
S
881
Surevest
California
$26K
FA
882
Faithward Advisors
Pennsylvania
$26K +$6.24K +186 +29%
KFS
883
Kelly Financial Services
Massachusetts
$25.4K +$26.9K +801 New
LDFR
884
Lehman & Derafelo Financial Resources
Pennsylvania
$25K
CT
885
Cambridge Trust
Massachusetts
$24K -$168K -5,018 -87%
SAM
886
S.A. Mason
Michigan
$23K -$2.88K -86 -10%
EWM
887
Evermay Wealth Management
Virginia
$23K
JWM
888
Janiczek Wealth Management
Colorado
$23K
LFG
889
Larson Financial Group
Missouri
$23K +$24K +716 New
OFG
890
Oxford Financial Group
Indiana
$22K
DIP
891
DT Investment Partners
Pennsylvania
$21K -$2M -59,653 -99%
AWM
892
AllSquare Wealth Management
New York
$20K
BNP Paribas Financial Markets
893
BNP Paribas Financial Markets
France
$19.8K +$1.24K +37 +6%
HR
894
Howe & Rusling
New York
$19K -$48.9K -1,458 -71%
CBT
895
CoreFirst Bank & Trust
Kansas
$19K
S
896
SignatureFD
Georgia
$18K
BAM
897
Byrne Asset Management
New Jersey
$17K
MWM
898
Mascoma Wealth Management
New Hampshire
$17K
LS
899
Leelyn Smith
Illinois
$17K +$168 +5 +0.9%
BWL
900
Bogart Wealth LLC
Virginia
$16K