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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
476
Reilly Financial Advisors
California
$147K -$36.6K -940 -20%
WP
477
WealthPLAN Partners
Nebraska
$145K +$212K +5,443 New
1832 Asset Management
478
1832 Asset Management
Ontario, Canada
$133K -$121K -3,100 Closed
AF
479
Arrow Financial
New York
$112K -$901K -23,155 -89%
HPBT
480
High Point Bank & Trust
North Carolina
$109K -$20.6K -529 -16%
VHAM
481
Van Hulzen Asset Management
California
$104K +$104K +2,678 New
CFA
482
Carroll Financial Associates
North Carolina
$101K -$7.78K -200 -7%
PSC
483
Prentiss Smith & Co
Vermont
$97K -$5.53K -142 -5%
AWMF
484
Arbor Wealth Management (Florida)
Florida
$91K +$97.3K +2,500 New
FAM
485
Formidable Asset Management
Ohio
$85K – – –
WEC
486
Winslow Evans & Crocker
Massachusetts
$81.4K -$17.7K -456 -18%
AWM
487
AllSquare Wealth Management
New York
$80K – – –
KT
488
Kanaly Trust
Texas
$80K +$48.3K +1,242 +153%
SMG
489
Spectrum Management Group
Indiana
$80K +$80.2K +2,060 New
JIC
490
Joel Isaacson & Co
New York
$78K +$6.3K +162 +9%
MAM
491
Meeder Asset Management
Ohio
$75K -$4.32K -111 -5%
MFW
492
Mosaic Family Wealth
Missouri
$75K +$75.7K +1,944 New
VNA
493
Valley National Advisers
Pennsylvania
$68K +$20.2K +520 +42%
IWC
494
Integrated Wealth Counsel
California
$63K -$80.3K -2,063 -56%
JAM
495
JCIC Asset Management
Ontario, Canada
$62K – – –
MSFP
496
Mark Sheptoff Financial Planning
Connecticut
$61K +$25.3K +650 +70%
PCTC
497
Perkins Coie Trust Company
Washington
$59K – – –
LWCFA
498
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$58K +$58.4K +1,500 New
OSNBOA
499
Old Second National Bank of Aurora
Illinois
$53K – – –
VIA
500
Vantage Investment Advisors
Pennsylvania
$52K +$11.9K +307 +30%