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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NCM
1001
Northwest Capital Management
Oregon
$12.7K – – –
AWM
1002
AllSquare Wealth Management
New York
$11.5K – – –
EW
1003
Element Wealth
Mississippi
$11.2K -$128 -4 -1%
AA
1004
Addison Advisors
Vermont
$10.9K -$17.5K -550 -62%
WAS
1005
Winch Advisory Services
Wisconsin
$10.9K +$128 +4 +1%
AP
1006
Aspect Partners
Virginia
$10.8K – – –
NECFA
1007
New England Capital Financial Advisors
Connecticut
$10.6K -$8.45K -265 -45%
CJ
1008
Caitlin John
Michigan
$10.3K – – –
BL
1009
BFSG LLC
California
$9.67K – – –
GI
1010
GS Investments
Minnesota
$9.67K – – –
HI
1011
Horizon Investments
North Carolina
$8.17K +$6.47K +203 +383%
TIM
1012
Thompson Investment Management
Wisconsin
$8.06K – – –
OSNBOA
1013
Old Second National Bank of Aurora
Illinois
$7.77K -$3.48K -109 -31%
FP
1014
Financial Perspectives
Minnesota
$7.48K +$7.4K +232 New
HFS
1015
Hantz Financial Services
Michigan
$7K +$6.69K +210 New
AIA
1016
Angeles Investment Advisors
California
$6.45K – – –
BA
1017
Ballast Advisors
Minnesota
$6.45K – – –
IPW
1018
Impact Partnership Wealth
Georgia
$6.45K – – –
MLA
1019
MB, Levis & Associates
Pennsylvania
$5.38K – – –
VWM
1020
Venturi Wealth Management
Texas
$5.13K -$5.07K -159 -50%
CPG
1021
Cornerstone Planning Group
New Jersey
$5.05K – – –
QCG
1022
Quadrant Capital Group
Ohio
$4.83K -$10.6K -331 -69%
AIM
1023
Anchor Investment Management
South Carolina
$4.83K – – –
LI
1024
LRI Investments
Florida
$4.83K +$4.78K +150 New
HWA
1025
Heritage Wealth Advisors
Virginia
$4.67K +$4.62K +145 New