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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JPTCCM
351
J.P. Turner & Co Capital Management
Georgia
$430K +$32K +803 +8%
RJT
352
Raymond James Trust
Florida
$426K +$43.7K +1,096 +12%
LIA
353
LBMC Investment Advisors
Tennessee
$423K +$8.49K +213 +2%
AWA
354
Arete Wealth Advisors
Illinois
$423K +$96.9K +2,431 +30%
WTC
355
WhitTier Trust Company
Nevada
$420K -$25.9K -650 -6%
IFA
356
Interactive Financial Advisors
Illinois
$419K +$33.4K +837 +9%
ACM
357
Alethea Capital Management
Washington
$410K +$408K +10,233 New
WA
358
Wasatch Advisors
Utah
$401K
WJA
359
Williams Jones & Associates
New York
$401K +$399K +10,000 New
PHS
360
Pekin Hardy Strauss
Illinois
$400K +$60.1K +1,507 +18%
FWP
361
FAS Wealth Partners
Kansas
$399K +$7.17K +180 +2%
IWC
362
Integrated Wealth Counsel
California
$396K +$359K +9,008 +1,047%
AIP
363
Ameritas Investment Partners
Nebraska
$392K +$6.58K +165 +2%
CFN
364
Cordasco Financial Network
Florida
$385K -$39.9K -1,000 -9%
PAS
365
Partnervest Advisory Services
California
$382K -$86.6K -2,174 -19%
SNBOSCI
366
Security National Bank of Sioux City Iowa
Iowa
$380K +$49.8K +1,250 +15%
CCT
367
Capital City Trust
Florida
$377K
CG
368
Caprock Group
Idaho
$377K +$54.4K +1,364 +17%
DCM
369
Delta Capital Management
New Jersey
$375K +$51.8K +1,300 +16%
SIC
370
Shoker Investment Counsel
Ohio
$374K +$8.09K +203 +2%
WTB
371
Washington Trust Bank
Washington
$369K
ST
372
Smithfield Trust
Pennsylvania
$368K +$175K +4,395 +92%
JIC
373
Johnson Investment Counsel
Ohio
$366K +$23K +576 +7%
YP
374
Yellowstone Partners
Idaho
$362K -$4.98K -125 -1%
NSIM
375
North Star Investment Management
Illinois
$356K +$478 +12 +0.1%