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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LNB
551
Ledyard National Bank
$112K – – –
HR
552
Howe & Rusling
New York
$112K +$33.4K +879 +41%
NSB
553
Norway Savings Bank
Maine
$109K +$112K +2,941 New
PCTC
554
Perkins Coie Trust Company
Washington
$104K – – –
TFA
555
Transamerica Financial Advisors
Florida
$100K +$88.5K +2,330 +700%
PFGIA
556
Patriot Financial Group Insurance Agency
Massachusetts
$99K +$100K +2,633 New
BRC
557
Bell Rock Capital
Delaware
$99K +$102K +2,677 New
WEC
558
Winslow Evans & Crocker
Massachusetts
$92.2K -$15.7K -412 -14%
MFW
559
Mosaic Family Wealth
Missouri
$91K +$19.4K +510 +26%
CCM
560
Cribstone Capital Management
Maine
$85K – – –
CFA
561
Carroll Financial Associates
North Carolina
$82K +$13.9K +366 +20%
JIC
562
Joel Isaacson & Co
New York
$74K – – –
PSC
563
Prentiss Smith & Co
Vermont
$74K – – –
AWM
564
AllSquare Wealth Management
New York
$70K -$2.51K -66 -3%
GT
565
Glenmede Trust
Pennsylvania
$69K -$149K -3,925 -68%
MRCM
566
M&R Capital Management
New Jersey
$66K – – –
SPIA
567
Steward Partners Investment Advisory
New York
$66K +$68.3K +1,797 New
MAM
568
Meeder Asset Management
Ohio
$64K -$4.33K -114 -6%
AF
569
Arrow Financial
New York
$63K – – –
IDBONY
570
Israel Discount Bank of New York
New York
$63K +$64.6K +1,700 New
IWC
571
Integrated Wealth Counsel
California
$60K – – –
IP
572
Intellectus Partners
California
$60K +$61.5K +1,619 New
IIC
573
Integrated Investment Consultants
Michigan
$58K -$91.2K -2,400 -60%
RFM
574
Royal Fund Management
Florida
$49K +$50.4K +1,327 New
Toronto Dominion Bank
575
Toronto Dominion Bank
Ontario, Canada
$48K – – –