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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QI
926
QS Investors
New York
$11K – – –
RDFA
927
Ritter Daniher Financial Advisory
Ohio
$11K – – –
WAS
928
Winch Advisory Services
Wisconsin
$11K +$114 +3 +1%
TPCW
929
TD Private Client Wealth
New York
$10.8K +$10.7K +281 New
PCA
930
Providence Capital Advisors
North Carolina
$10K -$64K -1,688 -86%
LCM
931
Logan Capital Management
Pennsylvania
$10K +$9.48K +250 New
ACM
932
Allred Capital Management
Texas
$9.36K +$9.26K +244 New
WA
933
WestEnd Advisors
North Carolina
$8.91K +$2.88K +76 +49%
DAC
934
Dividend Assets Capital
South Carolina
$8K – – –
IHWM
935
Iron Horse Wealth Management
Iowa
$8K – – –
MI
936
Markston International
New York
$8K – – –
FCB
937
First Command Bank
Texas
$7K -$105K -2,776 -94%
FCFS
938
First Command Financial Services
Texas
$7K -$105K -2,776 -94%
HDIM
939
Hanson & Doremus Investment Management
Vermont
$6K – – –
MAM
940
Meeder Asset Management
Ohio
$6K – – –
MIM
941
MTM Investment Management
South Carolina
$6K – – –
TFA
942
Toth Financial Advisory
Virginia
$6K – – –
RIA
943
RPG Investment Advisory
California
$6K +$5.69K +150 New
VCM
944
Versant Capital Management
Arizona
$5K -$6.49K -171 -57%
PCTC
945
Perkins Coie Trust Company
Washington
$5K – – –
PSB
946
Piscataqua Savings Bank
New Hampshire
$5K +$5.08K +134 New
WWM
947
Wolff Wiese Magana
California
$4K – – –
MS
948
Mizuho Securities
Japan
$3K +$76 +2 +3%
RPCA
949
Running Point Capital Advisors
California
$2K +$1.86K +49 New
SFA
950
Semmax Financial Advisors
North Carolina
$1K -$13.3K -351 -95%