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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
426
CapWealth Advisors
Tennessee
$207K – – –
AIP
427
Ameritas Investment Partners
Nebraska
$205K -$139K -3,564 -40%
EWM
428
Endurance Wealth Management
Rhode Island
$205K +$27.4K +700 +15%
AFWA
429
Ancora Family Wealth Advisors
Ohio
$203K +$206K +5,261 New
OMC
430
Overbrook Management Corp
New York
$202K – – –
AIM
431
Advantage Investment Management
Iowa
$198K +$2.19K +56 +1%
RFA
432
Reilly Financial Advisors
California
$182K +$29.4K +752 +19%
Barclays
433
Barclays
United Kingdom
$175K -$44.6K -1,140 -20%
CPIG
434
Chicago Partners Investment Group
Illinois
$175K +$2.42K +62 +1%
CAL
435
Capital Advisors Ltd
Ohio
$168K – – –
FWM
436
Focused Wealth Management
New York
$165K +$63.1K +1,613 +60%
AA
437
Apriem Advisors
California
$154K – – –
WA
438
Waverly Advisors
Alabama
$151K +$68.4K +1,750 +81%
EWM
439
Evercore Wealth Management
New York
$147K +$127K +3,249 +590%
IWC
440
Integrated Wealth Counsel
California
$142K -$282K -7,220 -66%
HPBT
441
High Point Bank & Trust
North Carolina
$129K -$7.86K -201 -6%
1832 Asset Management
442
1832 Asset Management
Ontario, Canada
$120K – – –
CFA
443
Carroll Financial Associates
North Carolina
$109K +$665 +17 +0.6%
PSC
444
Prentiss Smith & Co
Vermont
$102K -$19.9K -508 -16%
BBHC
445
Brown Brothers Harriman & Co
New York
$100K -$4.69K -120 -4%
WEC
446
Winslow Evans & Crocker
Massachusetts
$98.5K +$39.5K +1,010 +65%
HCM
447
Horrell Capital Management
Arkansas
$97K – – –
MA
448
MCF Advisors
Kentucky
$97K – – –
PSI
449
Pinnacle Summer Investments
Virginia
$97K +$87.7K +2,244 +877%
FAM
450
Formidable Asset Management
Ohio
$84K – – –