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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
451
Private Wealth Partners
California
$280K +$283K +7,100 New
WTB
452
Washington Trust Bank
Washington
$276K -$130K -3,262 -32%
PPA
453
Parametric Portfolio Associates
Washington
$276K -$22.8K -572 -8%
GI
454
Glovista Investments
New Jersey
$276K
CNFG
455
Creegan & Nassoura Financial Group
New Hampshire
$275K -$9.97K -250 -3%
MWP
456
MYCIO Wealth Partners
Pennsylvania
$273K -$118K -2,959 -30%
ISB
457
Iowa State Bank
Iowa
$271K +$64.2K +1,610 +31%
AAC
458
Asset Advisors Corp
Georgia
$269K -$335K -8,400 -55%
HL
459
HeadInvest LLC
Maine
$269K
PAMG
460
Patton Albertson Miller Group
Tennessee
$267K
CAM
461
Carret Asset Management
New York
$262K +$3.99K +100 +2%
GBT
462
Grove Bank & Trust
Florida
$257K +$259K +6,500 New
CSIA
463
Charles Schwab Investment Advisory
California
$255K -$608K -15,235 -70%
RFA
464
Reilly Financial Advisors
California
$254K +$96.2K +2,412 +60%
FWP
465
FAS Wealth Partners
Kansas
$253K +$2.75K +69 +1%
KWMG
466
King Wealth Management Group
Florida
$253K +$256K +6,411 New
CIC
467
Carnegie Investment Counsel
Ohio
$248K +$10.4K +260 +4%
HJA
468
Hugh Johnson Advisors
New York
$246K
EWM
469
Endurance Wealth Management
Rhode Island
$244K +$31.9K +800 +15%
MGIA
470
Moneta Group Investment Advisors
Missouri
$238K +$240K +6,014 New
FWSM
471
First Wilshire Securities Management
California
$233K +$20K +500 +9%
NG
472
Northstar Group
New York
$233K +$91.8K +2,300 New
FIM
473
Fernwood Investment Management
Massachusetts
$230K +$232K +5,815 New
KA
474
Kovack Advisors
Florida
$229K -$99.8K -2,501 -30%
CIA
475
Capital Investment Advisors
Georgia
$229K -$11.6K -290 -5%