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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
351
Pinnacle Wealth Management Advisory Group
New Jersey
$855K +$343K +8,825 +68%
I2I
352
Insight 2811 Inc
Illinois
$851K -$114K -2,937 -12%
GEA
353
Glen Eagle Advisors
New Jersey
$838K +$87K +2,235 +12%
BMM
354
Buffington Mohr McNeal
Idaho
$830K +$81.7K +2,100 +11%
GI
355
Glovista Investments
New Jersey
$812K -$1.95K -50 -0.2%
LWM
356
Lyons Wealth Management
Florida
$795K +$256K +6,579 +48%
TC
357
Telemus Capital
Michigan
$791K +$7.78K +200 +1%
NCM
358
Noesis Capital Mangement
Florida
$789K -$6.46K -166 -0.8%
PMG
359
ProVise Management Group
Florida
$779K -$49.8K -1,280 -6%
MHS
360
M Holdings Securities
Oregon
$779K -$27.7K -711 -3%
MWM
361
Merriman Wealth Management
Washington
$770K +$59K +1,515 +8%
ISL
362
Ingalls & Snyder LLC
New York
$765K -$48.5K -1,245 -6%
PNC
363
Park National Corp
Ohio
$762K -$21.8K -561 -3%
CIBC World Market
364
CIBC World Market
Ontario, Canada
$760K -$11.4K -294 -1%
SMC
365
Smith, Moore & Co
Missouri
$758K +$134K +3,431 +22%
VAM
366
Verity Asset Management
North Carolina
$750K -$341K -8,753 -31%
EFS
367
Essex Financial Services
Connecticut
$741K -$302K -7,754 -29%
SFA
368
Sequoia Financial Advisors
Ohio
$737K +$61.3K +1,576 +9%
IFA
369
Interactive Financial Advisors
Illinois
$737K +$151K +3,878 +26%
AWM
370
AE Wealth Management
Kansas
$736K -$31.4K -808 -4%
SFG
371
SNS Financial Group
Minnesota
$730K +$502K +12,909 +225%
TI
372
Truepoint Inc
Ohio
$722K +$9.11K +234 +1%
CAM
373
Carret Asset Management
New York
$719K +$99.2K +2,549 +16%
VC
374
Vicus Capital
Pennsylvania
$717K -$50.2K -1,289 -7%
Mirae Asset Global Investments
375
Mirae Asset Global Investments
South Korea
$717K +$103K +2,637 +17%