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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AT
551
Arden Trust
Delaware
$258K – – –
FCAG
552
First Capital Advisors Group
New Jersey
$257K -$33.9K -884 -12%
RCA
553
Rowland Carmichael Advisors
Arizona
$256K -$3.88K -101 -1%
PFM
554
Probabilities Fund Management
New York
$256K +$258K +6,725 New
CDH
555
Charles D. Hyman
$253K +$255K +6,645 New
CFA
556
Camarda Financial Advisors
Florida
$252K -$183K -4,754 -42%
CCP
557
Corient Capital Partners
California
$251K -$12.3K -320 -5%
B
558
Bellecapital
Switzerland
$250K – – –
NFG
559
NewFocus Financial Group
Washington
$250K – – –
LIA
560
LS Investment Advisors
Michigan
$249K +$152K +3,950 +152%
GBT
561
Grove Bank & Trust
Florida
$247K -$17.3K -450 -6%
CAMG
562
CWA Asset Management Group
Florida
$242K +$23K +600 +10%
EWM
563
Endurance Wealth Management
Rhode Island
$240K +$1.54K +40 +0.6%
PCG
564
Private Capital Group
Connecticut
$239K +$241K +6,274 New
WTB
565
Washington Trust Bank
Washington
$233K -$361K -9,406 -61%
BAM
566
Barrett Asset Management
New York
$232K – – –
RC
567
RegentAtlantic Capital
New Jersey
$230K +$34.2K +890 +17%
MGIA
568
Moneta Group Investment Advisors
Missouri
$229K -$11.5K -300 -5%
SCA
569
STALEY CAPITAL ADVISERS
Pennsylvania
$228K – – –
SLF
570
Sun Life Financial
Ontario, Canada
$228K – – –
RFA
571
Reilly Financial Advisors
California
$227K -$7.79K -203 -3%
BMCM
572
Bryn Mawr Capital Management
Pennsylvania
$226K – – –
SAM
573
Shamrock Asset Management
Texas
$223K -$251K -6,534 -53%
GG
574
GenWealth Group
New Jersey
$221K -$24.4K -635 -10%
AR
575
Advisory Research
Illinois
$218K -$148K -3,860 -40%