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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
426
Carson Wealth (CWM LLC)
Nebraska
$587K
VWA
427
V Wealth Advisors
Kansas
$584K +$63K +1,719 +12%
EAMA
428
EFG Asset Management (Americas)
Florida
$575K -$19.7K -537 -3%
PCM
429
Prelude Capital Management
New York
$574K +$388K +10,585 +212%
KWA
430
KCS Wealth Advisory
California
$572K -$84.4K -2,304 -13%
SFG
431
StrategIQ Financial Group
Indiana
$566K -$7.51K -205 -1%
FWIA
432
Fort Washington Investment Advisors
Ohio
$564K -$7.33K -200 -1%
ADBIC
433
A.D. Beadell Investment Counsel
Wisconsin
$561K
DC
434
Davenport & Co
Virginia
$558K +$174K +4,750 +46%
FIB
435
First Interstate Bank
Montana
$556K -$14.7K -400 -3%
CK
436
Cohen Klingenstein
New York
$553K
ECM
437
Elgethun Capital Management
South Dakota
$551K -$192K -5,250 -26%
CL
438
CPWM LLC
Washington
$551K -$3.66K -100 -0.7%
HIS
439
Harvest Investment Services
Illinois
$548K +$246K +6,725 +82%
PAS
440
Partnervest Advisory Services
California
$547K -$231K -6,302 -30%
SRC
441
Sage Rhino Capital
California
$542K -$114K -3,104 -17%
MFG
442
MidWestOne Financial Group
Iowa
$538K +$535K +14,612 New
G
443
GenTrust
Florida
$537K +$157K +4,290 +42%
CAL
444
Capital Advisors Ltd
Ohio
$532K -$17.2K -469 -3%
WAP
445
Wealthcare Advisory Partners
Pennsylvania
$531K +$104K +2,845 +25%
MFG
446
Magnus Financial Group
New York
$530K +$42.4K +1,157 +9%
ISL
447
Ingalls & Snyder LLC
New York
$522K
BWA
448
BDO Wealth Advisors
Florida
$519K +$76.5K +2,089 +17%
LWAC
449
Laurel Wealth Advisors (California)
California
$518K +$177K +4,833 +52%
FA
450
Fagan Associates
New York
$515K -$3.7K -101 -0.7%