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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HJA
401
Hugh Johnson Advisors
New York
$244K
CAM
402
Carret Asset Management
New York
$236K
MWP
403
MYCIO Wealth Partners
Pennsylvania
$233K +$36.6K +935 +18%
KA
404
Kovack Advisors
Florida
$232K -$31.7K -810 -12%
AFS
405
Aft Forsyth & Sober
Florida
$232K
RFS
406
Rockefeller Financial Services
New York
$232K
PMFA
407
Plante Moran Financial Advisors
Michigan
$231K +$743 +19 +0.3%
CG
408
Caprock Group
Idaho
$224K +$2.97K +76 +1%
DWT
409
Dorsey & Whitney Trust
South Dakota
$220K
TU
410
TDAM USA
Ontario, Canada
$220K
PWMAG
411
Pinnacle Wealth Management Advisory Group
New Jersey
$219K +$222K +5,680 New
1CM
412
1492 Capital Management
Wisconsin
$218K
ALA
413
Atherton Lane Advisers
California
$217K +$860 +22 +0.4%
BC
414
Barnett & Company
Tennessee
$216K
BAM
415
Barrett Asset Management
New York
$214K
RTS
416
Round Table Services
New Jersey
$214K
EAM
417
Evanson Asset Management
California
$214K +$2.19K +56 +1%
PAS
418
Park Avenue Securities
New York
$214K +$217K +5,550 New
MHS
419
M Holdings Securities
Oregon
$213K +$216K +5,512 New
WTB
420
Washington Trust Bank
Washington
$212K -$97.7K -2,500 -31%
BC
421
Burney Company
Virginia
$212K +$214K +5,481 New
SAM
422
Shamrock Asset Management
Texas
$211K +$189K +4,831 +779%
CA
423
CapWealth Advisors
Tennessee
$207K
AIP
424
Ameritas Investment Partners
Nebraska
$205K -$139K -3,564 -40%
EWM
425
Endurance Wealth Management
Rhode Island
$205K +$27.4K +700 +15%