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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DCM
501
Delta Capital Management
New Jersey
$697K
PA
502
PFG Advisors
Arizona
$694K -$20K -671 -3%
OCM
503
Objective Capital Management
Ohio
$692K +$336K +11,244 +103%
TWC
504
TD Waterhouse Canada
Ontario, Canada
$692K +$105K +3,526 +19%
JWBC
505
J.W. Burns & Co
New York
$689K -$380K -12,725 -37%
PA
506
Pinnacle Associates
New York
$686K -$93.7K -3,135 -12%
CP
507
Canopy Partners
Ohio
$686K +$657K +21,980 New
KWM
508
Keating Wealth Management
Colorado
$684K +$655K +21,941 New
AWA
509
Arkadios Wealth Advisors
Georgia
$684K +$352K +11,767 +116%
Focus Partners Wealth
510
Focus Partners Wealth
Massachusetts
$683K +$655K +21,909 New
KWS
511
Keystone Wealth Services
California
$683K +$77.7K +2,600 +13%
NP
512
NorthRock Partners
Minnesota
$682K +$653K +21,873 New
SCI
513
Stableford Capital II
Arizona
$681K -$2K -67 -0.3%
SAM
514
Sawgrass Asset Management
Florida
$677K
IWM
515
Integris Wealth Management
California
$675K -$7.86K -263 -1%
CHA
516
Carmichael Hill & Associates
Maryland
$675K -$64K -2,141 -9%
DIA
517
Dana Investment Advisors
Wisconsin
$673K +$44.6K +1,494 +7%
PCS
518
Private Client Services
Kentucky
$665K +$637K +21,317 New
B
519
Bensler
Washington
$663K -$74.6K -2,496 -11%
SCA
520
STALEY CAPITAL ADVISERS
Pennsylvania
$661K -$105K -3,500 -14%
CKAIS
521
Christensen King & Associates Investment Services
Washington
$661K +$633K +21,193 New
AAMC
522
Asset Allocation & Management Company
Illinois
$655K
DA
523
Detalus Advisors
Missouri
$649K -$33.5K -1,122 -5%
CAM
524
Carret Asset Management
New York
$649K -$1.7K -57 -0.3%
CCM
525
Cox Capital Management
Massachusetts
$649K +$622K +20,805 New