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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OA
151
Operose Advisors
Wisconsin
$4.62M +$324K +10,605 +8%
CCM
152
Crabel Capital Management
California
$4.58M +$3.51M +114,714 +344%
WDA
153
Wendell David Associates
New Hampshire
$4.49M -$50.5K -1,650 -1%
PAS
154
Park Avenue Securities
New York
$4.37M -$750K -24,520 -15%
TA
155
TrueWealth Advisors
Alabama
$4.33M +$4.01M +131,171 +1,497%
DADC
156
D.A. Davidson & Co
Montana
$4.24M +$420K +13,734 +11%
BHWA
157
Beacon Harbor Wealth Advisors
Virginia
$4.24M +$1.11M +36,261 +36%
ONB
158
Old National Bancorp
Indiana
$4.15M +$306K +10,011 +8%
CFMC
159
Curbstone Financial Management Corp
New Hampshire
$4.13M -$128K -4,180 -3%
WWM
160
Windsor Wealth Management
Indiana
$4.12M +$630K +20,602 +18%
WW
161
Westshore Wealth
California
$4.02M -$487K -15,920 -11%
CAM
162
Congress Asset Management
Massachusetts
$3.99M -$448K -14,651 -10%
CFP
163
Curran Financial Partners
South Carolina
$3.99M +$303K +9,887 +8%
SDAM
164
Shulman DeMeo Asset Management
New York
$3.93M -$31.2K -1,021 -0.8%
KFGK
165
Keystone Financial Group (Kentucky)
Kentucky
$3.88M +$3.84M +125,439 New
CAAM
166
Cornerstone Advisors Asset Management
Pennsylvania
$3.85M +$646K +21,110 +20%
CG
167
Cynosure Group
Utah
$3.79M +$3.75M +122,411 New
ASFA
168
All Season Financial Advisors
Colorado
$3.77M +$3.73M +122,010 New
DAS
169
Dynamic Advisor Solutions
Arizona
$3.75M -$149K -4,858 -4%
JGIA
170
Jackson Grant Investment Advisers
Connecticut
$3.72M +$82.9K +2,709 +2%
PA
171
Perennial Advisors
New York
$3.67M +$420K +13,737 +13%
MA
172
Mutual Advisors
Nebraska
$3.64M +$249K +8,130 +7%
PFS
173
Prospera Financial Services
Texas
$3.6M +$23.1K +755 +0.7%
SIAP
174
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.6M -$79.9K -2,612 -2%
MA
175
Modus Advisors
Minnesota
$3.57M +$207K +6,771 +6%