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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
1GA
426
1st Global Advisors
Texas
$327K
AIP
427
Ameritas Investment Partners
Nebraska
$327K +$2.74K +70 +0.9%
CB
428
Chemical Bank
Michigan
$324K
WJA
429
Williams Jones & Associates
New York
$324K +$4.66K +119 +1%
CAAS
430
Capital Asset Advisory Services
Michigan
$324K +$318K +8,115 New
WTC
431
WhitTier Trust Company
Nevada
$323K
CLOS
432
Compagnie Lombard Odier SCmA
Switzerland
$319K
FWCM
433
Ferguson Wellman Capital Management
Oregon
$310K
WAM
434
Wealthspire Advisors (Maryland)
Maryland
$304K +$39 +1 +0%
PPA
435
Parametric Portfolio Associates
Washington
$302K -$99.2K -2,532 -25%
TIA
436
Tiemann Investment Advisors
California
$300K
BA
437
Boston Advisors
Massachusetts
$290K +$285K +7,280 New
VNA
438
VNBTrust National Association
Virginia
$288K
BW
439
Bison Wealth
Georgia
$287K -$58K -1,479 -17%
CNFG
440
Creegan & Nassoura Financial Group
New Hampshire
$287K
SWA
441
SFMG Wealth Advisors
Texas
$286K +$281K +7,174 New
TCM
442
Tran Capital Management
California
$284K -$76.8K -1,960 -22%
GI
443
Glovista Investments
New Jersey
$279K
FWM
444
Focused Wealth Management
New York
$279K +$9.52K +243 +4%
AFS
445
Aft Forsyth & Sober
Florida
$279K +$274K +7,000 New
Carson Wealth (CWM LLC)
446
Carson Wealth (CWM LLC)
Nebraska
$278K +$40.8K +1,042 +18%
CPIG
447
Chicago Partners Investment Group
Illinois
$276K +$49.6K +1,266 +22%
HL
448
HeadInvest LLC
Maine
$273K
BST
449
Bath Savings Trust
Maine
$272K +$267K +6,805 New
PAMG
450
Patton Albertson Miller Group
Tennessee
$270K