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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
876
Synergy Investment Management
Florida
$38.7K +$40K +1,276 New
ICM
877
Islay Capital Management
Texas
$34.9K +$4.7K +150 +15%
BCPWM
878
Bradley & Co Private Wealth Management
Florida
$34.7K
FC
879
Financial Consulate
Maryland
$34.6K +$4.38K +140 +14%
HBW
880
Hazlett, Burt & Watson
West Virginia
$33K -$3.13K -100 -9%
BBHC
881
Brown Brothers Harriman & Co
New York
$31.8K -$1.37M -43,619 -98%
MFT
882
Moisand Fitzgerald Tamayo
Florida
$31.7K
BWL
883
Bogart Wealth LLC
Virginia
$29.7K
SL
884
Salomon & Ludwin
Virginia
$29.5K
ME
885
McIlrath & Eck
Washington
$29.4K
CSC
886
Caldwell Sutter Capital
California
$28.5K +$2.35K +75 +9%
CC
887
Corsicana & Co
Texas
$28.3K
FRA
888
Front Row Advisors
California
$27.9K
GGI
889
Godsey & Gibb Inc
Virginia
$26.5K
OWA
890
Opal Wealth Advisors
New York
$26.1K +$26.9K +860 New
UBS AM
891
UBS AM
Illinois
$25.2K -$26.9K -859 -51%
CFO
892
CVA Family Office
Colorado
$25.1K -$11.9K -380 -31%
KG
893
Kilter Group
New York
$24.6K
PRAG
894
Portfolio Resources Advisor Group
Florida
$23.3K
GSWM
895
Golden State Wealth Management
California
$23.3K +$157 +5 +0.7%
BHWM
896
Beaird Harris Wealth Management
Texas
$22.6K
1IA
897
1620 Investment Advisors
Massachusetts
$21.2K
RRA
898
Red Reef Advisors
Florida
$20.8K +$125 +4 +0.6%
EWP
899
Elevation Wealth Partners
California
$20.3K
PR
900
Payden & Rygel
California
$20K -$40.2K -1,285 -66%