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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CRC
301
Curi RMB Capital
Illinois
$1.85M +$113K +3,583 +6%
PRTG
302
Post Resch Tallon Group
New York
$1.85M +$197K +6,264 +11%
JWCA
303
J.W. Cole Advisors
Florida
$1.84M +$858K +27,221 +83%
CPIG
304
Chicago Partners Investment Group
Illinois
$1.83M +$75.9K +2,408 +4%
SWM
305
Spire Wealth Management
Virginia
$1.82M +$5.99K +190 +0.3%
FF
306
Farrell Financial
New York
$1.81M +$30.6K +971 +2%
WAP
307
Wealthcare Advisory Partners
Pennsylvania
$1.81M +$130K +4,118 +8%
DWS
308
Dynamic Wealth Strategies
California
$1.81M +$33K +1,047 +2%
JPLA
309
Joseph P. Lucia & Associates
New York
$1.81M -$33.8K -1,073 -2%
MCM
310
McRae Capital Management
New Jersey
$1.79M +$11.7K +370 +0.6%
PIA
311
Powell Investment Advisors
Florida
$1.76M +$60.2K +1,910 +3%
BCP
312
Berkeley Capital Partners
Georgia
$1.76M +$9.27K +294 +0.5%
IWC
313
Integrated Wealth Concepts
Massachusetts
$1.75M -$156K -4,934 -8%
GIA
314
Gladstone Institutional Advisory
Florida
$1.74M -$22.2K -703 -1%
CCA
315
Cadent Capital Advisors
Oklahoma
$1.73M +$11.5K +365 +0.7%
NAM
316
NorthCrest Asset Manangement
Minnesota
$1.72M +$1.76M +55,923 New
PA
317
Pinnacle Associates
New York
$1.71M +$1.06M +33,773 +154%
JCM
318
Janney Capital Management
Pennsylvania
$1.67M -$115K -3,637 -6%
AAG
319
Armstrong Advisory Group
Massachusetts
$1.67M – – –
TF
320
Tudor Financial
Ohio
$1.65M -$61K -1,935 -3%
BST
321
Bath Savings Trust
Maine
$1.62M -$6.68K -212 -0.4%
BJL
322
Brighton Jones LLC
Washington
$1.61M -$183K -5,801 -10%
Cohen & Steers
323
Cohen & Steers
New York
$1.6M -$8.99M -285,186 -85%
IA
324
IFG Advisory
Georgia
$1.6M -$66.1K -2,097 -4%
NCM
325
Noesis Capital Mangement
Florida
$1.57M -$15.8K -500 -1%