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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
451
Capital Investment Advisors
Georgia
$881K -$54.8K -1,740 -6%
FWM
452
Finer Wealth Management
Massachusetts
$881K -$331K -10,524 -27%
NAS
453
Nicolet Advisory Services
Wisconsin
$880K +$877K +27,868 New
GPA
454
Guidance Point Advisors
Massachusetts
$880K +$23.5K +747 +3%
RIM
455
RW Investment Management
Idaho
$876K
TD Asset Management
456
TD Asset Management
Ontario, Canada
$872K +$124K +3,925 +17%
CFA
457
Camarda Financial Advisors
Florida
$870K -$14.1K -448 -2%
BCA
458
Bay Colony Advisors
Massachusetts
$865K -$1.2K -38 -0.1%
CCC
459
Chesapeake Capital Corp
Florida
$860K -$908K -28,851 -51%
ST
460
Somerset Trust
Pennsylvania
$859K -$2.61K -83 -0.3%
SFS
461
Sowell Financial Services
Arkansas
$857K -$89.3K -2,838 -9%
PBF
462
Petix & Botte Financial
California
$857K +$431K +13,679 +102%
WWM
463
Western Wealth Management
Colorado
$856K -$8.5K -270 -1%
MWA
464
Monograph Wealth Advisors
California
$856K
PA
465
Pinnacle Associates
New York
$853K +$48.4K +1,538 +6%
B
466
Bellecapital
Switzerland
$852K
WHCFA
467
William Howard & Co Financial Advisors
Tennessee
$849K -$17.1K -542 -2%
SRC
468
Sage Rhino Capital
California
$846K +$16.8K +534 +2%
TSS
469
Two Sigma Securities
New York
$844K +$7.52K +239 +0.9%
IPA
470
Investment Planning Advisors
Georgia
$842K +$840K +26,681 New
AIS
471
AM Investment Strategies
Tennessee
$840K +$6.17K +196 +0.7%
PA
472
PFG Advisors
Arizona
$837K -$219K -6,973 -21%
Neuberger Berman Group
473
Neuberger Berman Group
New York
$837K -$78.7K -2,500 -9%
WJA
474
Willis Johnson & Associates
Texas
$825K +$79K +2,511 +11%
WSFS
475
Wilmington Savings Fund Society
Delaware
$825K +$132K +4,180 +19%