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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAS
576
WESPAC Advisors SoCal
California
$120K -$8.76K -225 -7%
LNB
577
Ledyard National Bank
$118K
CBT
578
Capital Bank & Trust
California
$118K +$117K +3,000 New
ST
579
Somerset Trust
Pennsylvania
$113K +$113K +2,898 New
PCTC
580
Perkins Coie Trust Company
Washington
$110K
GI
581
Gradient Investments
Minnesota
$108K -$59.4K -1,525 -36%
BP
582
Ballentine Partners
Massachusetts
$105K +$104K +2,680 New
MFW
583
Mosaic Family Wealth
Missouri
$104K +$8.02K +206 +8%
TCOV
584
Trust Company of Vermont
Vermont
$95K +$59.1K +1,518 +169%
DBT
585
Dubuque Bank & Trust
Iowa
$94K -$35.6K -916 -28%
CFA
586
Carroll Financial Associates
North Carolina
$94K +$701 +18 +0.8%
PSC
587
Prentiss Smith & Co
Vermont
$78K
CCM
588
Cribstone Capital Management
Maine
$70K -$13.6K -350 -16%
SSB
589
Sandy Spring Bank
Maryland
$67K -$15.6K -400 -19%
IDBONY
590
Israel Discount Bank of New York
New York
$67K
DZ Bank
591
DZ Bank
Germany
$67K +$66.2K +1,700 New
AF
592
Arrow Financial
New York
$66K
HR
593
Howe & Rusling
New York
$62K
SFSIG
594
San Francisco Sentry Investment Group
California
$62K +$61.4K +1,577 New
BAM
595
Bruderman Asset Management
New York
$62K +$61.9K +1,590 New
MAM
596
Meeder Asset Management
Ohio
$61K -$1.95K -50 -3%
IIC
597
Integrated Investment Consultants
Michigan
$61K
GAM
598
Gemmer Asset Management
California
$58K
GT
599
Glenmede Trust
Pennsylvania
$54K
Toronto Dominion Bank
600
Toronto Dominion Bank
Ontario, Canada
$51K