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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPO
226
Cerity Partners OCIO
New York
$630K -$6K -157 -0.9%
DIP
227
DT Investment Partners
Pennsylvania
$609K +$289K +7,558 +89%
PFPT
228
Pinnacle Financial Partners (Tennessee)
Tennessee
$605K
PGFC
229
Peapack-Gladstone Financial Corp
New Jersey
$590K
NL
230
NWAM LLC
Washington
$583K +$90.8K +2,375 +18%
Neuberger Berman Group
231
Neuberger Berman Group
New York
$582K -$129K -3,388 -18%
LWI
232
Long Wharf Investors
Massachusetts
$574K -$46.2K -1,210 -7%
CB
233
Chemical Bank
Michigan
$574K +$578K +15,111 New
KFA
234
Kelleher Financial Advisors
New York
$572K +$6.31K +165 +1%
MAM
235
Meeder Asset Management
Ohio
$568K -$14.3K -375 -2%
FHC
236
First Heartland Consultants
Missouri
$553K +$21.9K +572 +4%
LIA
237
LBMC Investment Advisors
Tennessee
$534K +$23.5K +614 +5%
GA
238
Geneva Advisors
Illinois
$529K +$60.4K +1,580 +13%
SFS
239
Signator Financial Services
Massachusetts
$524K +$30.8K +805 +6%
ACM
240
Alpha Capital Management
Texas
$522K -$85.7K -2,243 -14%
RJT
241
Raymond James Trust
Florida
$509K -$54.4K -1,422 -10%
SCA
242
STALEY CAPITAL ADVISERS
Pennsylvania
$509K +$19.1K +500 +4%
HCA
243
Harbour Capital Advisors
Virginia
$507K +$34.4K +900 +7%
TSWM
244
Triangle Securities Wealth Management
North Carolina
$505K +$25.2K +660 +5%
WT
245
Whittier Trust
California
$503K -$311K -8,140 -38%
SHA
246
Smith Hayes Advisers
Nebraska
$494K -$6.12K -160 -1%
CBB
247
Citizens Business Bank
California
$490K -$30.6K -801 -6%
NEAM
248
New England Asset Management
Connecticut
$485K +$277K +7,250 +132%
MCM
249
Murphy Capital Management
New Jersey
$481K -$44K -1,150 -8%
ST
250
Spot Trading
Illinois
$462K +$465K +12,155 New