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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
976
Concord Wealth Partners
Virginia
$7.75K -$21.7K -688 -73%
TIM
977
Thompson Investment Management
Wisconsin
$7.68K – – –
FP
978
Financial Perspectives
Minnesota
$7.13K – – –
GC
979
Garde Capital
Washington
$6.92K +$7.09K +225 New
FF
980
Friedenthal Financial
New Jersey
$6.64K – – –
AIA
981
Angeles Investment Advisors
California
$6.15K – – –
BAM
982
Bellevue Asset Management
Washington
$6.15K – – –
GA
983
GoalVest Advisory
New York
$6.15K +$6.3K +200 New
PWAM
984
Private Wealth Asset Management
Iowa
$6.15K +$6.3K +200 New
CAM
985
Costello Asset Management
Pennsylvania
$6.13K +$6.3K +200 New
RI
986
Ridgewood Investments
New Jersey
$5.9K -$6.05K -192 -50%
RFS
987
Richardson Financial Services
Massachusetts
$5.35K – – –
CCM
988
Chilton Capital Management
Texas
$5.22K -$4.79K -152 -47%
MLA
989
MB, Levis & Associates
Pennsylvania
$5.13K – – –
CPG
990
Cornerstone Planning Group
New Jersey
$5.02K +$95 +3 +2%
T
991
Transce3nd
Texas
$4.79K -$43.3K -1,375 -90%
AIM
992
Anchor Investment Management
South Carolina
$4.68K – – –
LI
993
LRI Investments
Florida
$4.61K – – –
QCG
994
Quadrant Capital Group
Ohio
$4.61K – – –
LWA
995
Lowe Wealth Advisors
Maryland
$4.61K +$4.73K +150 New
PSB
996
Piscataqua Savings Bank
New Hampshire
$4.12K – – –
VCM
997
Versant Capital Management
Arizona
$3.96K – – –
IHWM
998
Iron Horse Wealth Management
Iowa
$3.9K +$3.72K +118 +1,311%
WTFG
999
Wood Tarver Financial Group
Idaho
$3.84K – – –
WWM
1000
Wolff Wiese Magana
California
$3.44K – – –