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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFWA
426
Ancora Family Wealth Advisors
Ohio
$203K +$206K +5,261 New
OMC
427
Overbrook Management Corp
New York
$202K
AIM
428
Advantage Investment Management
Iowa
$198K +$2.19K +56 +1%
RFA
429
Reilly Financial Advisors
California
$182K +$29.4K +752 +19%
Barclays
430
Barclays
United Kingdom
$175K -$44.6K -1,140 -20%
CPIG
431
Chicago Partners Investment Group
Illinois
$175K +$2.42K +62 +1%
CAL
432
Capital Advisors Ltd
Ohio
$168K
FWM
433
Focused Wealth Management
New York
$165K +$63.1K +1,613 +60%
AA
434
Apriem Advisors
California
$154K
WA
435
Waverly Advisors
Alabama
$151K +$68.4K +1,750 +81%
EWM
436
Evercore Wealth Management
New York
$147K +$127K +3,249 +590%
IWC
437
Integrated Wealth Counsel
California
$142K -$282K -7,220 -66%
HPBT
438
High Point Bank & Trust
North Carolina
$129K -$7.86K -201 -6%
1832 Asset Management
439
1832 Asset Management
Ontario, Canada
$120K
CFA
440
Carroll Financial Associates
North Carolina
$109K +$665 +17 +0.6%
PSC
441
Prentiss Smith & Co
Vermont
$102K -$19.9K -508 -16%
BBHC
442
Brown Brothers Harriman & Co
New York
$100K -$4.69K -120 -4%
WEC
443
Winslow Evans & Crocker
Massachusetts
$98.5K +$39.5K +1,010 +65%
HCM
444
Horrell Capital Management
Arkansas
$97K
MA
445
MCF Advisors
Kentucky
$97K
PSI
446
Pinnacle Summer Investments
Virginia
$97K +$87.7K +2,244 +877%
FAM
447
Formidable Asset Management
Ohio
$84K
LWM
448
LBA Wealth Management
Florida
$83K +$22.7K +580 +37%
AWM
449
AllSquare Wealth Management
New York
$79K -$2.42K -62 -3%
MAM
450
Meeder Asset Management
Ohio
$78K -$5.08K -130 -6%