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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
551
Apriem Advisors
California
$170K -$5.66K -148 -3%
GI
552
Gradient Investments
Minnesota
$165K +$35K +915 +27%
AAP
553
Arax Advisory Partners
Colorado
$162K +$841 +22 +0.5%
FFW
554
Fusion Family Wealth
New York
$155K -$68.8K -1,800 -31%
BRC
555
Bell Rock Capital
Delaware
$153K +$47.9K +1,252 +47%
CFD
556
Creative Financial Designs
Indiana
$148K -$8.91K -233 -6%
KF
557
Krilogy Financial
Missouri
$146K
WIM
558
Westside Investment Management
California
$145K +$144K +3,754 New
FPS
559
Fieldpoint Private Securities
Connecticut
$139K +$138K +3,600 New
KPCM
560
Kings Point Capital Management
New York
$137K +$135K +3,540 New
AIM
561
Advantage Investment Management
Iowa
$130K -$21.2K -554 -14%
DBT
562
Dubuque Bank & Trust
Iowa
$129K
WAS
563
WESPAC Advisors SoCal
California
$128K -$33.1K -865 -21%
LWM
564
LBA Wealth Management
Florida
$128K
DOA
565
D'Orazio & Associates
Virginia
$126K
PFGIA
566
Patriot Financial Group Insurance Agency
Massachusetts
$125K +$22.7K +595 +23%
CGT
567
Capital Guardian Trust
California
$116K
LNB
568
Ledyard National Bank
$116K
WEC
569
Winslow Evans & Crocker
Massachusetts
$111K +$15.2K +398 +16%
MAS
570
Madden Advisory Services
Florida
$109K -$974K -25,475 -90%
PCTC
571
Perkins Coie Trust Company
Washington
$109K
HA
572
Harfst & Associates
Wyoming
$109K +$108K +2,820 New
NSB
573
Norway Savings Bank
Maine
$105K -$8.98K -235 -8%
SEI Investments
574
SEI Investments
Pennsylvania
$104K -$21.9K -572 -17%
BEAM
575
Baker Ellis Asset Management
Washington
$103K +$102K +2,662 New