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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
501
SNS Financial Group
Minnesota
$559K -$43.2K -1,157 -7%
ADBIC
502
A.D. Beadell Investment Counsel
Wisconsin
$557K -$14.9K -400 -3%
IFA
503
Interactive Financial Advisors
Illinois
$555K -$323K -8,646 -37%
MIM
504
Moseley Investment Management
Florida
$551K +$168K +4,505 +44%
RT
505
Rockland Trust
Massachusetts
$550K -$495K -13,272 -48%
Vanguard Capital Wealth Advisors
506
Vanguard Capital Wealth Advisors
Colorado
$547K -$34.6K -928 -6%
CANC
507
Culbertson A N & Co
Virginia
$545K -$42.9K -1,150 -7%
RJT
508
Raymond James Trust
Florida
$545K -$14.7K -393 -3%
Comerica Bank
509
Comerica Bank
Texas
$541K -$153K -4,103 -22%
BAM
510
Barrett Asset Management
New York
$539K +$322K +8,625 +151%
VCP
511
Verus Capital Partners
Arizona
$536K +$532K +14,270 New
GLA
512
Good Life Advisors
Pennsylvania
$525K +$22.5K +603 +5%
ISL
513
Ingalls & Snyder LLC
New York
$524K -$1.19K -32 -0.2%
KMWM
514
Keudell/Morrison Wealth Management
Oregon
$523K
FNBT
515
FineMark National Bank & Trust
Florida
$517K -$220K -5,895 -30%
KC
516
Kingfisher Capital
North Carolina
$516K +$5.71K +153 +1%
FA
517
Fagan Associates
New York
$515K
FTI
518
Fiduciary Trust International
Massachusetts
$515K
WLIM
519
White Lighthouse Investment Management
Massachusetts
$508K +$46.9K +1,256 +10%
NL
520
NVWM LLC
Pennsylvania
$507K -$118K -3,165 -19%
CC
521
ClearArc Capital
Ohio
$506K
RFA
522
Reilly Financial Advisors
California
$503K +$80.4K +2,155 +19%
WCM
523
WealthBridge Capital Management
Ohio
$501K +$148K +3,957 +42%
SCA
524
Sage Capital Advisors
South Dakota
$500K -$41.6K -1,114 -8%
Calamos Advisors
525
Calamos Advisors
Illinois
$499K