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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WT
901
Washington Trust
Rhode Island
$31K – – –
WCM
902
Wealthcare Capital Management
Virginia
$30K +$29.2K +770 New
HI
903
Hudock Inc
Pennsylvania
$27K -$43.2K -1,140 -61%
ARMC
904
American Research & Management Company
Massachusetts
$27K – – –
OFG
905
Oxford Financial Group
Indiana
$27K +$15.2K +400 +133%
OSAM
906
O'Shaughnessy Asset Management
Connecticut
$26K – – –
SWA
907
Sutton Wealth Advisors
Florida
$25.8K – – –
SWA
908
SOA Wealth Advisors
New York
$25K – – –
AIM
909
Anchor Investment Management
South Carolina
$25K – – –
CBT
910
CoreFirst Bank & Trust
Kansas
$23K – – –
TCWM
911
Total Clarity Wealth Management
Illinois
$23K +$22.3K +588 New
GLLW
912
Graves Light Lenhart Wealth
Virginia
$22K – – –
SQA
913
Simon Quick Advisors
New Jersey
$22K +$3.79K +100 +20%
PMFA
914
Plante Moran Financial Advisors
Michigan
$21K +$152 +4 +0.7%
MWM
915
Mascoma Wealth Management
New Hampshire
$20K +$20.2K +532 New
HCM
916
Horrell Capital Management
Arkansas
$19K – – –
EP
917
Eudaimonia Partners
Tennessee
$18K +$17.8K +468 New
TC
918
Tacita Capital
Ontario, Canada
$17K -$4.36K -115 -20%
FFA
919
Freedman Financial Associates
Massachusetts
$16K – – –
M1FG
920
Mach-1 Financial Group
Arkansas
$15K – – –
HFA
921
HC Financial Advisors
California
$12K – – –
EWM
922
Elmwood Wealth Management
California
$12K +$11.4K +300 New
AIL
923
AGF Investments LLC
Ontario, Canada
$11K – – –
HI
924
Hoey Investments
Pennsylvania
$11K – – –
PCG
925
Private Capital Group
Connecticut
$11K – – –