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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IPW
151
Invictus Private Wealth
Colorado
$3.59M -$22.8K -727 -0.6%
FAT
152
First American Trust
California
$3.59M +$62.2K +1,985 +2%
IAN
153
Integrated Advisors Network
Texas
$3.56M +$1.34M +42,721 +57%
CB
154
Community Bank
New York
$3.45M -$168K -5,363 -5%
DLCIG
155
D.L. Carlson Investment Group
New Hampshire
$3.44M +$210K +6,716 +6%
WAS
156
Wealth Advisory Solutions
Indiana
$3.42M -$504K -16,102 -13%
SF
157
Summit Financial
New Jersey
$3.39M +$8.3K +265 +0.2%
RA
158
RFG Advisory
Alabama
$3.39M +$1.75M +55,994 +101%
SDAM
159
Shulman DeMeo Asset Management
New York
$3.37M -$159K -5,077 -4%
AWA
160
Arkadios Wealth Advisors
Georgia
$3.36M +$762K +24,348 +28%
IFPG
161
Intrepid Financial Planning Group
Indiana
$3.36M -$242K -7,729 -7%
HFRG
162
Houlihan Financial Resource Group
Virginia
$3.32M -$138K -4,393 -4%
CIA
163
Concurrent Investment Advisors
Florida
$3.25M -$35.9K -1,147 -1%
SAM
164
SP Asset Management
California
$3.25M +$20.8K +665 +0.6%
ONB
165
Old National Bancorp
Indiana
$3.25M +$636K +20,322 +23%
PA
166
Parallel Advisors
California
$3.22M -$110K -3,515 -3%
IAS
167
Insigneo Advisory Services
Florida
$3.21M +$215K +6,869 +7%
AFA
168
Amicus Financial Advisors
Texas
$3.19M -$17.1K -546 -0.5%
MF
169
Montis Financial
Massachusetts
$3.17M -$276K -8,824 -8%
MYIA
170
Mount Yale Investment Advisors
Colorado
$3.16M +$1.23M +39,186 +60%
PCP
171
Proficio Capital Partners
Massachusetts
$3.14M +$1.55M +49,420 +91%
WPW
172
Winthrop Partners - WNY
New York
$3.11M +$10K +320 +0.3%
AGA
173
Arkos Global Advisors
Texas
$3.1M +$572K +18,277 +22%
AWM
174
Aprio Wealth Management
Georgia
$3.08M +$79K +2,522 +3%
AWA
175
Aletheian Wealth Advisors
Washington
$3.04M +$3.14M +100,372 New