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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWP
426
FAS Wealth Partners
Kansas
$264K -$13.1K -336 -5%
BCA
427
Bernzott Capital Advisors
California
$264K – – –
PAMG
428
Patton Albertson Miller Group
Tennessee
$263K – – –
Chevy Chase Trust
429
Chevy Chase Trust
Maryland
$258K -$38.9K -1,000 -13%
WAM
430
Wealthspire Advisors (Maryland)
Maryland
$257K +$258K +6,627 New
SIM
431
SSI Investment Management
California
$254K -$447K -11,475 -64%
SIA
432
SeaBridge Investment Advisors
New Jersey
$253K – – –
DLCIG
433
D.L. Carlson Investment Group
New Hampshire
$251K +$252K +6,470 New
FIM
434
Fernwood Investment Management
Massachusetts
$248K +$249K +6,388 New
FWM
435
Focused Wealth Management
New York
$246K +$79.9K +2,052 +48%
ST
436
Sageworth Trust
Pennsylvania
$244K +$245K +6,295 New
HJA
437
Hugh Johnson Advisors
New York
$242K -$3.5K -90 -1%
WAS
438
WESPAC Advisors SoCal
California
$242K +$243K +6,245 New
CAM
439
Carret Asset Management
New York
$240K +$3.11K +80 +1%
LI
440
LVZ Inc
Michigan
$239K +$239K +6,151 New
AWA
441
ARS Wealth Advisors
Florida
$238K -$36.1K -927 -13%
GS
442
Girard Securities
California
$237K +$238K +6,122 New
MWP
443
MYCIO Wealth Partners
Pennsylvania
$235K +$584 +15 +0.2%
ATC
444
Argent Trust Co
Tennessee
$235K +$235K +6,050 New
Sumitomo Mitsui Trust Group
445
Sumitomo Mitsui Trust Group
Japan
$234K +$234K +6,015 New
AFS
446
Aft Forsyth & Sober
Florida
$233K – – –
RFS
447
Rockefeller Financial Services
New York
$233K – – –
EAM
448
Evanson Asset Management
California
$233K +$17.5K +450 +8%
FT
449
Fiduciary Trust
Massachusetts
$233K +$234K +6,000 New
PMFA
450
Plante Moran Financial Advisors
Michigan
$232K +$195 +5 +0.1%