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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCA
401
Bernzott Capital Advisors
California
$262K – – –
PAMG
402
Patton Albertson Miller Group
Tennessee
$261K -$152K -3,900 -37%
SIA
403
SeaBridge Investment Advisors
New Jersey
$251K – – –
HJA
404
Hugh Johnson Advisors
New York
$244K – – –
CAM
405
Carret Asset Management
New York
$236K – – –
MWP
406
MYCIO Wealth Partners
Pennsylvania
$233K +$36.6K +935 +18%
KA
407
Kovack Advisors
Florida
$232K -$31.7K -810 -12%
AFS
408
Aft Forsyth & Sober
Florida
$232K – – –
RFS
409
Rockefeller Financial Services
New York
$232K – – –
PMFA
410
Plante Moran Financial Advisors
Michigan
$231K +$743 +19 +0.3%
CG
411
Caprock Group
Idaho
$224K +$2.97K +76 +1%
DWT
412
Dorsey & Whitney Trust
South Dakota
$220K – – –
TU
413
TDAM USA
Ontario, Canada
$220K – – –
PWMAG
414
Pinnacle Wealth Management Advisory Group
New Jersey
$219K +$222K +5,680 New
1CM
415
1492 Capital Management
Wisconsin
$218K – – –
ALA
416
Atherton Lane Advisers
California
$217K +$860 +22 +0.4%
BC
417
Barnett & Company
Tennessee
$216K – – –
BAM
418
Barrett Asset Management
New York
$214K – – –
RTS
419
Round Table Services
New Jersey
$214K – – –
EAM
420
Evanson Asset Management
California
$214K +$2.19K +56 +1%
PAS
421
Park Avenue Securities
New York
$214K +$217K +5,550 New
MHS
422
M Holdings Securities
Oregon
$213K +$216K +5,512 New
WTB
423
Washington Trust Bank
Washington
$212K -$97.7K -2,500 -31%
BC
424
Burney Company
Virginia
$212K +$214K +5,481 New
SAM
425
Shamrock Asset Management
Texas
$211K +$189K +4,831 +779%