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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIA
226
Biondo Investment Advisors
Pennsylvania
$663K +$14.3K +380 +2%
B
227
Bellecapital
Switzerland
$652K +$668K +17,700 New
TCM
228
Telos Capital Management
California
$647K +$5.7K +151 +0.9%
NGA
229
Naples Global Advisors
Florida
$634K +$649K +17,203 New
HFS
230
HL Financial Services
Kentucky
$633K -$327K -8,675 -34%
ACP
231
Ashfield Capital Partners
California
$627K +$5.02K +133 +0.8%
BJL
232
Brighton Jones LLC
Washington
$614K -$44.6K -1,183 -7%
HVIA
233
Hudson Valley Investment Advisors
New York
$610K -$88.7K -2,350 -12%
NES
234
New England Securities
New York
$606K -$207K -5,478 -25%
DIP
235
DT Investment Partners
Pennsylvania
$606K +$16.3K +431 +3%
CTC
236
Central Trust Company
Missouri
$597K -$449K -11,888 -42%
AF
237
Aldebaran Financial
$589K +$603K +15,989 New
PFPT
238
Pinnacle Financial Partners (Tennessee)
Tennessee
$586K
SCA
239
STALEY CAPITAL ADVISERS
Pennsylvania
$578K +$86.8K +2,300 +17%
DAS
240
Dynamic Advisor Solutions
Arizona
$578K +$593K +15,707 New
RJT
241
Raymond James Trust
Florida
$558K +$66.2K +1,755 +13%
LWI
242
Long Wharf Investors
Massachusetts
$556K
KFA
243
Kelleher Financial Advisors
New York
$551K -$3.77K -100 -0.7%
Neuberger Berman Group
244
Neuberger Berman Group
New York
$547K -$17K -450 -3%
HighTower Advisors
245
HighTower Advisors
Illinois
$544K -$146K -3,863 -21%
CPO
246
Cerity Partners OCIO
New York
$509K -$104K -2,750 -17%
NL
247
NWAM LLC
Washington
$509K -$57.1K -1,513 -10%
GI
248
Gradient Investments
Minnesota
$502K +$411K +10,898 +398%
Barclays
249
Barclays
United Kingdom
$497K -$107K -2,842 -17%
CBB
250
Citizens Business Bank
California
$494K +$18.9K +501 +4%