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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
526
Pinnacle Advisory Group
Maryland
$265K -$143K -3,816 -35%
MSAM
527
Moloney Securities Asset Management
Missouri
$263K -$22.8K -608 -8%
CIC
528
Carnegie Investment Counsel
Ohio
$263K – – –
BC
529
Brinker Capital
Pennsylvania
$260K -$1.5M -39,944 -85%
PAM
530
Palisade Asset Management
Minnesota
$260K – – –
CAMG
531
CWA Asset Management Group
Florida
$260K +$21.8K +582 +9%
BIA
532
Barry Investment Advisors
Massachusetts
$257K – – –
FF
533
Friedenthal Financial
New Jersey
$257K – – –
BOS
534
Bank of Stockton
California
$255K -$249K -6,645 -49%
AT
535
Arden Trust
Delaware
$255K -$113 -3 -0%
PFM
536
Probabilities Fund Management
New York
$253K – – –
RA
537
Rational Advisors
New York
$251K +$251K +6,684 New
RCA
538
Rowland Carmichael Advisors
Arizona
$250K -$2.89K -77 -1%
CDH
539
Charles D. Hyman
$250K – – –
BMM
540
Berkshire Money Management
Massachusetts
$249K -$11.1M -294,960 -98%
BSAM
541
Blue Sky Asset Management
Colorado
$247K -$57.6K -1,534 -19%
LIA
542
LS Investment Advisors
Michigan
$246K – – –
GBT
543
Grove Bank & Trust
Florida
$244K – – –
CCP
544
Corient Capital Partners
California
$243K -$4.13K -110 -2%
NWP
545
Northstar Wealth Partners
Connecticut
$240K -$854K -22,767 -78%
PCG
546
Private Capital Group
Connecticut
$240K +$4.28K +114 +2%
CAG
547
Csenge Advisory Group
Florida
$240K +$25.7K +686 +12%
CS
548
Comerica Securities
Michigan
$233K -$1.25M -33,193 -84%
CA
549
Clearstead Advisors
Ohio
$229K -$39.4K -1,051 -15%
BW
550
Bison Wealth
Georgia
$229K -$27.2K -724 -11%