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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFS
401
HL Financial Services
Kentucky
$655K -$4.46K -124 -0.7%
KWA
402
KCS Wealth Advisory
California
$652K -$314K -8,739 -33%
SRC
403
Sage Rhino Capital
California
$651K +$640K +17,816 New
AIP
404
Ameritas Investment Partners
Nebraska
$645K +$15K +418 +2%
RWP
405
RWA Wealth Partners
Massachusetts
$645K +$148K +4,128 +31%
KFGK
406
Keystone Financial Group (Kentucky)
Kentucky
$644K +$24K +667 +4%
PMG
407
ProVise Management Group
Florida
$635K -$18K -500 -3%
WSFS
408
Wilmington Savings Fund Society
Delaware
$631K -$134K -3,725 -18%
AWA
409
Arete Wealth Advisors
Illinois
$624K -$54.2K -1,509 -8%
SFS
410
Sowell Financial Services
Arkansas
$622K -$51.7K -1,438 -8%
RG
411
Rathbones Group
United Kingdom
$620K -$162K -4,500 -21%
GP
412
Girard Partners
Pennsylvania
$615K -$157K -4,369 -21%
SNBOSCI
413
Security National Bank of Sioux City Iowa
Iowa
$598K +$108K +3,005 +23%
CL
414
Choreo LLC
Illinois
$594K +$268K +7,454 +85%
EAMA
415
EFG Asset Management (Americas)
Florida
$590K -$31.1K -865 -5%
KA
416
Kovack Advisors
Florida
$587K +$96.6K +2,687 +20%
Carson Wealth (CWM LLC)
417
Carson Wealth (CWM LLC)
Nebraska
$587K +$308K +8,581 +135%
PGAM
418
Princeton Global Asset Management
New Jersey
$586K +$577K +16,050 New
SFG
419
SNS Financial Group
Minnesota
$584K -$75.5K -2,100 -12%
OMC
420
Overbrook Management Corp
New York
$584K +$574K +15,979 New
CW
421
CreativeOne Wealth
Kansas
$581K +$34.4K +956 +6%
SCA
422
Sage Capital Advisors
South Dakota
$574K +$34.4K +958 +7%
SFG
423
StrategIQ Financial Group
Indiana
$569K -$17.2K -480 -3%
FWIA
424
Fort Washington Investment Advisors
Ohio
$567K -$333K -9,275 -37%
FIB
425
First Interstate Bank
Montana
$567K -$45.8K -1,275 -8%