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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
576
Fisher Asset Management
Washington
$242K +$240K +6,560 New
ACG
577
Allen Capital Group
Nebraska
$242K +$240K +6,562 New
AMM
578
American Money Management
California
$241K – – –
LIA
579
LS Investment Advisors
Michigan
$241K – – –
PCG
580
Private Capital Group
Connecticut
$241K +$38.3K +1,046 +20%
SAS
581
Stelac Advisory Services
New York
$240K – – –
BCWM
582
Blue Chip Wealth Management
Florida
$236K +$660 +18 +0.3%
CWP
583
Capital Wealth Planning
Florida
$231K +$230K +6,280 New
VAM
584
Verity Asset Management
North Carolina
$229K +$227K +6,204 New
Luther King Capital Management (LKCM)
585
Luther King Capital Management (LKCM)
Texas
$227K – – –
OFG
586
Omega Financial Group
California
$226K – – –
AOWM
587
Alpha Omega Wealth Management
Virginia
$226K +$2.64K +72 +1%
PWSG
588
Pacific Wealth Strategies Group
California
$225K – – –
CFIA
589
Cantor Fitzgerald Investment Advisors
New York
$223K – – –
SCA
590
STALEY CAPITAL ADVISERS
Pennsylvania
$221K – – –
SLF
591
Sun Life Financial
Ontario, Canada
$221K – – –
WCA
592
Westover Capital Advisors
Delaware
$221K – – –
BFWA
593
Benchmark Financial Wealth Advisors
Florida
$221K +$1.72K +47 +0.8%
VHAM
594
Van Hulzen Asset Management
California
$218K +$2.02K +55 +0.9%
TC
595
TownSquare Capital
Utah
$217K +$214K +5,831 New
CC
596
Chicago Capital
Illinois
$216K – – –
GCA
597
Gradient Capital Advisors
California
$216K +$214K +5,850 New
ST
598
Sabal Trust
Florida
$216K +$215K +5,870 New
RC
599
RegentAtlantic Capital
New Jersey
$215K -$7.62K -208 -3%
GG
600
GenWealth Group
New Jersey
$215K – – –