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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
901
Tempus Wealth Planning
California
$238K
LRWA
902
Long Run Wealth Advisors
New York
$238K +$234K +6,023 New
CA
903
CapWealth Advisors
Tennessee
$237K -$71.7K -1,844 -23%
Financial Engines Advisors
904
Financial Engines Advisors
California
$237K -$40.2K -1,034 -15%
RSWM
905
Robertson Stephens Wealth Management
California
$236K +$233K +6,000 New
FHA
906
Flagship Harbor Advisors
Massachusetts
$235K +$232K +5,958 New
BCP
907
Berkeley Capital Partners
Georgia
$234K +$3.15K +81 +1%
NCM
908
Next Capital Management
New York
$233K
JAG
909
Journey Advisory Group
Kentucky
$233K +$15.3K +395 +7%
LWMG
910
Levy Wealth Management Group
Pennsylvania
$231K +$228K +5,861 New
LIM
911
Leavell Investment Management
Alabama
$230K
OFA
912
Oak Family Advisors
Illinois
$229K
PAM
913
Palisade Asset Management
Minnesota
$228K
SFP
914
Sandbox Financial Partners
Maryland
$228K
DWM
915
Denver Wealth Management
Colorado
$228K +$225K +5,786 New
CC
916
Commons Capital
Massachusetts
$225K +$221K +5,695 New
CAC
917
Certified Advisory Corp
Florida
$224K +$221K +5,674 New
ANB
918
Amarillo National Bank
Texas
$224K +$221K +5,685 New
MAM
919
McLean Asset Management
Virginia
$223K
AWM
920
Abound Wealth Management
Tennessee
$223K +$220K +5,653 New
IIA
921
IPG Investment Advisors
California
$222K +$218K +5,607 New
BFIC
922
Bedell Frazier Investment Counselling
California
$221K +$218K +5,612 New
AHIA
923
Andrew Hill Investment Advisors
Florida
$221K +$218K +5,613 New
KC
924
Kingfisher Capital
North Carolina
$220K -$226K -5,809 -51%
Calamos Advisors
925
Calamos Advisors
Illinois
$218K