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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SQA
926
Simon Quick Advisors
New Jersey
$22K – – –
PMFA
927
Plante Moran Financial Advisors
Michigan
$22K +$275 +7 +1%
MWM
928
Mascoma Wealth Management
New Hampshire
$21K +$20.9K +532 New
WB
929
Webster Bank
Connecticut
$20K -$43.1K -1,100 -68%
HCM
930
Horrell Capital Management
Arkansas
$19K – – –
KA
931
Kozak & Associates
Colorado
$18K +$18.1K +462 New
1IA
932
1834 Investment Advisors
Wisconsin
$17K – – –
TC
933
Tacita Capital
Ontario, Canada
$17K – – –
FFA
934
Freedman Financial Associates
Massachusetts
$16K – – –
TCWM
935
Total Clarity Wealth Management
Illinois
$16K +$16.2K +413 New
HFA
936
HC Financial Advisors
California
$12K – – –
GI
937
GS Investments
Minnesota
$12K +$11.8K +300 New
GKWIM
938
Gerber Kawasaki Wealth & Investment Management
California
$11K -$375K -9,568 -100%
HI
939
Hoey Investments
Pennsylvania
$11K – – –
RDFA
940
Ritter Daniher Financial Advisory
Ohio
$11K – – –
WAS
941
Winch Advisory Services
Wisconsin
$11K +$118 +3 +1%
LCM
942
Logan Capital Management
Pennsylvania
$10K – – –
WA
943
WestEnd Advisors
North Carolina
$9.12K – – –
MI
944
Markston International
New York
$8K – – –
FA
945
Faithward Advisors
Pennsylvania
$7K – – –
FCB
946
First Command Bank
Texas
$7K – – –
FCFS
947
First Command Financial Services
Texas
$7K – – –
GGI
948
Godsey & Gibb Inc
Virginia
$6K – – –
HDIM
949
Hanson & Doremus Investment Management
Vermont
$6K – – –
MAM
950
Meeder Asset Management
Ohio
$6K – – –