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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAMG
426
Patton Albertson Miller Group
Tennessee
$263K
Chevy Chase Trust
427
Chevy Chase Trust
Maryland
$258K -$38.9K -1,000 -13%
WAM
428
Wealthspire Advisors (Maryland)
Maryland
$257K +$258K +6,627 New
SIM
429
SSI Investment Management
California
$254K -$447K -11,475 -64%
SIA
430
SeaBridge Investment Advisors
New Jersey
$253K
DLCIG
431
D.L. Carlson Investment Group
New Hampshire
$251K +$252K +6,470 New
FIM
432
Fernwood Investment Management
Massachusetts
$248K +$249K +6,388 New
FWM
433
Focused Wealth Management
New York
$246K +$79.9K +2,052 +48%
ST
434
Sageworth Trust
Pennsylvania
$244K +$245K +6,295 New
HJA
435
Hugh Johnson Advisors
New York
$242K -$3.5K -90 -1%
WAS
436
WESPAC Advisors SoCal
California
$242K +$243K +6,245 New
CAM
437
Carret Asset Management
New York
$240K +$3.11K +80 +1%
LI
438
LVZ Inc
Michigan
$239K +$239K +6,151 New
AWA
439
ARS Wealth Advisors
Florida
$238K -$36.1K -927 -13%
GS
440
Girard Securities
California
$237K +$238K +6,122 New
MWP
441
MYCIO Wealth Partners
Pennsylvania
$235K +$584 +15 +0.2%
ATC
442
Argent Trust Co
Tennessee
$235K +$235K +6,050 New
Sumitomo Mitsui Trust Group
443
Sumitomo Mitsui Trust Group
Japan
$234K +$234K +6,015 New
AFS
444
Aft Forsyth & Sober
Florida
$233K
RFS
445
Rockefeller Financial Services
New York
$233K
EAM
446
Evanson Asset Management
California
$233K +$17.5K +450 +8%
FT
447
Fiduciary Trust
Massachusetts
$233K +$234K +6,000 New
PMFA
448
Plante Moran Financial Advisors
Michigan
$232K +$195 +5 +0.1%
PWMAG
449
Pinnacle Wealth Management Advisory Group
New Jersey
$226K +$4.87K +125 +2%
AR
450
Advisory Research
Illinois
$223K -$99.2K -2,550 -31%