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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAA
351
Adams Asset Advisors
Texas
$857K
NA
352
Nottingham Advisors
New York
$850K -$1.06M -28,375 -55%
SIA
353
Starfire Investment Advisers
Michigan
$844K -$333K -8,886 -28%
Lido Advisors
354
Lido Advisors
California
$844K -$160K -4,259 -16%
BFG
355
Beacon Financial Group
Texas
$843K +$37.5K +1,000 +5%
FIM
356
Fernwood Investment Management
Massachusetts
$841K +$850K +22,659 New
OIA
357
Optimum Investment Advisors
Illinois
$835K
HFS
358
HL Financial Services
Kentucky
$835K +$19.4K +516 +2%
HTC
359
Haverford Trust Company
Pennsylvania
$834K -$48.8K -1,302 -5%
MBT
360
Montecito Bank & Trust
California
$831K
GP
361
Girard Partners
Pennsylvania
$830K -$150 -4 -0%
KS
362
Karpas Strategies
Connecticut
$827K
RG
363
Rathbones Group
United Kingdom
$797K +$204K +5,450 +34%
GEA
364
Glen Eagle Advisors
New Jersey
$762K +$47.9K +1,276 +7%
TWM
365
Titus Wealth Management
California
$749K +$129K +3,432 +21%
LNC
366
Lincoln National Corp
Pennsylvania
$748K -$283K -7,540 -27%
TSS
367
Two Sigma Securities
New York
$746K -$324K -8,630 -30%
CFG
368
Citizens Financial Group
Rhode Island
$742K
FFS
369
Founders Financial Securities
Maryland
$737K +$47.2K +1,259 +7%
CHA
370
Carmichael Hill & Associates
Maryland
$734K +$43.6K +1,161 +6%
CSIC
371
Clifford Swan Investment Counsel
California
$730K +$5.14K +137 +0.7%
TAM
372
Tocqueville Asset Management
New York
$724K -$40.5K -1,080 -5%
CPIA
373
Cornell Pochily Investment Advisors
New York
$721K -$134K -3,580 -16%
AW
374
ACG Wealth
Georgia
$720K +$28.7K +765 +4%
SWM
375
Sanctuary Wealth Management
Idaho
$717K