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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GIA
426
Gladstone Institutional Advisory
Florida
$607K +$90.1K +2,512 +15%
PFC
427
Phocas Financial Corp
California
$606K
TNBTD
428
Trustmark National Bank Trust Department
Mississippi
$604K -$55.2K -1,540 -8%
CCA
429
Checchi Capital Advisers
California
$603K +$418K +11,648 +160%
KA
430
Kovack Advisors
Florida
$602K -$449K -12,530 -40%
QFA
431
Quattro Financial Advisors
Texas
$600K -$323K -9,008 -40%
SFS
432
Sowell Financial Services
Arkansas
$599K -$173K -4,828 -20%
BB
433
Bell Bank
North Dakota
$599K -$19.9K -554 -3%
SLA
434
Silver Lake Advisory
Utah
$597K +$673K +18,764 New
WPW
435
Waldron Private Wealth
Pennsylvania
$595K +$5.45K +152 +0.8%
MWM
436
Mattern Wealth Management
Kansas
$594K -$206K -5,747 -24%
OIA
437
Optimum Investment Advisors
Illinois
$592K -$61K -1,700 -8%
SC
438
Scotia Capital
Ontario, Canada
$588K +$9.54K +266 +1%
Carson Wealth (CWM LLC)
439
Carson Wealth (CWM LLC)
Nebraska
$587K
EGA
440
E&G Advisors
Texas
$573K -$3.59K -100 -0.6%
GIA
441
Granite Investment Advisors
New Hampshire
$573K +$17.9K +500 +3%
PA
442
Perennial Advisors
New York
$564K -$203K -5,661 -24%
SCM
443
Stonehearth Capital Management
Massachusetts
$563K -$12.2K -340 -2%
RFN
444
RDA Financial Network
Iowa
$560K -$628K -17,525 -50%
PMG
445
ProVise Management Group
Florida
$560K
CIBC World Market
446
CIBC World Market
Ontario, Canada
$559K +$21.9K +610 +4%
TCM
447
Traynor Capital Management
Pennsylvania
$558K -$3.57M -99,564 -85%
SRC
448
Sage Rhino Capital
California
$551K +$20.4K +570 +3%
JWA
449
JFS Wealth Advisors
Pennsylvania
$550K -$44.7K -1,247 -7%
CCG
450
Cypress Capital Group
Florida
$539K -$146K -4,084 -19%