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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
901
Lowe Wealth Advisors
Maryland
$37K
BAM
902
Bellevue Asset Management
Washington
$37K +$102 +3 +0.3%
BA
903
Ballast Advisors
Minnesota
$37K +$372 +11 +1%
HVM
904
Harvest Volatility Management
Connecticut
$33K
NEAM
905
New England Asset Management
Connecticut
$33K +$33.8K +1,000 New
PO
906
Private Ocean
California
$32K -$80.5K -2,378 -70%
CG
907
Cutler Group
California
$32K +$33.8K +1,000 New
CC
908
Corsicana & Co
Texas
$30K
RG
909
Retirement Group
California
$28K -$7.07K -209 -20%
SAM
910
S.A. Mason
Michigan
$27K
S
911
Surevest
California
$27K
JWM
912
Janiczek Wealth Management
Colorado
$26K +$25.2K +746 New
LDFR
913
Lehman & Derafelo Financial Resources
Pennsylvania
$26K +$27.1K +800 New
HFS
914
Heritage Financial Services
Massachusetts
$26K +$27.6K +817 New
Bank of Montreal
915
Bank of Montreal
Ontario, Canada
$25.7K -$5.24M -154,764 -17%
BHWM
916
Beaird Harris Wealth Management
Texas
$24K -$8.49K -251 -25%
EWM
917
Evermay Wealth Management
Virginia
$24K
OFG
918
Oxford Financial Group
Indiana
$23K
ARMC
919
American Research & Management Company
Massachusetts
$22K -$7.95K -235 -26%
AWM
920
AllSquare Wealth Management
New York
$21K -$43.5K -1,284 -67%
ME
921
McIlrath & Eck
Washington
$21K
PMFA
922
Plante Moran Financial Advisors
Michigan
$21K +$1.76K +52 +9%
FA
923
Faithward Advisors
Pennsylvania
$21K +$15.7K +465 +258%
MTIC
924
Missouri Trust & Investment Company
Missouri
$20K -$6.77K -200 -25%
CBT
925
CoreFirst Bank & Trust
Kansas
$20K