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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
476
Triangle Securities Wealth Management
North Carolina
$285K -$64.8K -1,705 -18%
VNA
477
VNBTrust National Association
Virginia
$282K – – –
TIA
478
Tiemann Investment Advisors
California
$280K – – –
SFG
479
StrategIQ Financial Group
Indiana
$280K +$8.78K +231 +3%
FWCM
480
Ferguson Wellman Capital Management
Oregon
$278K -$30.4K -800 -10%
1GA
481
1st Global Advisors
Texas
$278K -$3.08K -81 -1%
CSIA
482
Charles Schwab Investment Advisory
California
$277K +$37.7K +992 +15%
WTB
483
Washington Trust Bank
Washington
$276K +$16.3K +430 +6%
DWM
484
Darwin Wealth Management
Florida
$269K -$2.91M -76,544 -91%
TCM
485
Tran Capital Management
California
$265K – – –
KWMG
486
King Wealth Management Group
Florida
$264K +$26.5K +697 +11%
FF
487
Friedenthal Financial
New Jersey
$263K -$5.76M -151,564 -96%
PWP
488
Private Wealth Partners
California
$263K -$1.6K -42 -0.6%
ECM
489
Elgethun Capital Management
South Dakota
$262K +$268K +7,043 New
HL
490
HeadInvest LLC
Maine
$255K – – –
CIC
491
Carnegie Investment Counsel
Ohio
$254K +$11.9K +312 +5%
BW
492
Bison Wealth
Georgia
$253K -$15.2K -401 -6%
TWA
493
TCI Wealth Advisors
Arizona
$247K -$281K -7,400 -53%
B
494
Bellecapital
Switzerland
$245K +$250K +6,575 New
RCA
495
Rowland Carmichael Advisors
Arizona
$243K -$183K -4,818 -42%
FWP
496
FAS Wealth Partners
Kansas
$243K +$3.95K +104 +2%
SG Americas Securities
497
SG Americas Securities
New York
$242K -$4.5M -118,500 -95%
GBT
498
Grove Bank & Trust
Florida
$242K – – –
EA
499
Edge Advisors
Georgia
$238K +$243K +6,400 New
Kayne Anderson Rudnick Investment Management
500
Kayne Anderson Rudnick Investment Management
California
$237K +$242K +6,362 New