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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SGC
876
Slocum, Gordon & Co
Rhode Island
$28.1K – – –
BAM
877
Bellevue Asset Management
Washington
$27.5K +$96 +3 +0.3%
BHWM
878
Beaird Harris Wealth Management
Texas
$26.4K – – –
KFS
879
Kelly Financial Services
Massachusetts
$25.4K -$193 -6 -0.7%
JWM
880
Janiczek Wealth Management
Colorado
$23.4K – – –
SAM
881
S.A. Mason
Michigan
$23.1K – – –
AIP
882
Ameritas Investment Partners
Nebraska
$23.1K -$2.34M -72,814 -99%
HPC
883
HM Payson & Co
Maine
$21.9K – – –
OFG
884
Oxford Financial Group
Indiana
$21.9K – – –
RFA
885
Resurgent Financial Advisors
Georgia
$21.4K – – –
PMFA
886
Plante Moran Financial Advisors
Michigan
$20.8K +$257 +8 +1%
YDMI
887
Y.D. More Investments
Israel
$20.1K +$20.7K +645 New
AWM
888
AllSquare Wealth Management
New York
$19.8K – – –
FA
889
Faithward Advisors
Pennsylvania
$19.2K -$5.97K -186 -22%
BCV
890
Banque Cantonale Vaudoise
Switzerland
$19K -$12.8K -400 -40%
RG
891
Retirement Group
California
$19K – – –
CBT
892
CoreFirst Bank & Trust
Kansas
$18.7K – – –
CFB
893
Cullen/Frost Bankers
Texas
$18.7K – – –
HR
894
Howe & Rusling
New York
$18.4K -$20.6K -642 -52%
NECFA
895
New England Capital Financial Advisors
Connecticut
$18K +$128 +4 +0.7%
TCOV
896
Trust Company of Vermont
Vermont
$17.2K +$17.7K +550 New
BWL
897
Bogart Wealth LLC
Virginia
$16.1K – – –
BAM
898
Byrne Asset Management
New Jersey
$16K – – –
CAL
899
Capital Analysts LLC
Pennsylvania
$16K – – –
HCM
900
Horrell Capital Management
Arkansas
$16K – – –