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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PMG
401
ProVise Management Group
Florida
$719K
SEI Investments
402
SEI Investments
Pennsylvania
$716K +$250K +6,520 +53%
GP
403
Girard Partners
Pennsylvania
$711K +$218K +5,689 +44%
KA
404
Kovack Advisors
Florida
$709K -$451K -11,739 -39%
AI
405
Atria Investments
North Carolina
$708K +$79.3K +2,065 +12%
CSIA
406
Charles Schwab Investment Advisory
California
$701K +$152K +3,963 +27%
UB
407
UMB Bank
Missouri
$696K -$32.6K -850 -4%
GEA
408
Glen Eagle Advisors
New Jersey
$695K +$74K +1,927 +12%
WPW
409
Winthrop Partners - WNY
New York
$687K +$702K +18,298 New
WLIM
410
White Lighthouse Investment Management
Massachusetts
$681K +$687K +17,898 New
Vanguard Capital Wealth Advisors
411
Vanguard Capital Wealth Advisors
Colorado
$679K +$685K +17,836 New
SFS
412
Sowell Financial Services
Arkansas
$679K +$171K +4,466 +33%
ISL
413
Ingalls & Snyder LLC
New York
$668K -$76K -1,979 -10%
ACI
414
Alpha Cubed Investments
California
$659K +$34.8K +906 +6%
WP
415
WealthSource Partners
California
$658K -$49K -1,277 -7%
VC
416
Vicus Capital
Pennsylvania
$651K -$33.3K -867 -5%
CCM
417
Canal Capital Management
Virginia
$644K -$211K -5,485 -24%
BC
418
Burney Company
Virginia
$639K +$292K +7,606 +83%
CHA
419
Carmichael Hill & Associates
Maryland
$638K +$643K +16,753 New
BA
420
BKS Advisors
Michigan
$632K -$15.9K -415 -2%
KWA
421
KCS Wealth Advisory
California
$632K +$638K +16,610 New
AIM
422
Aspen Investment Management
Michigan
$630K
KWM
423
Kingsview Wealth Management
Oregon
$622K -$725K -18,873 -54%
TSS
424
Two Sigma Securities
New York
$622K +$627K +16,333 New
CAN
425
Claraphi Advisory Network
United States
$619K +$624K +16,251 New