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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
576
Meridian Wealth Management
Kentucky
$337K -$27.6K -811 -8%
AC
577
Apella Capital
Connecticut
$336K +$101K +2,950 +44%
MBTD
578
Mechanics Bank - Trust Department
California
$335K
Kayne Anderson Rudnick Investment Management
579
Kayne Anderson Rudnick Investment Management
California
$330K +$54.9K +1,611 +20%
VWA
580
V Wealth Advisors
Kansas
$326K +$321K +9,432 New
ACA
581
Aptus Capital Advisors
Alabama
$325K -$43.2K -1,267 -12%
WAP
582
Wealthcare Advisory Partners
Pennsylvania
$323K -$87.3K -2,563 -22%
GG
583
GenWealth Group
New Jersey
$323K
BI
584
Ballast Inc
Kentucky
$322K -$3.81M -111,720 -92%
MA
585
MONECO Advisors
Connecticut
$321K -$40.3K -1,184 -11%
TWA
586
TCI Wealth Advisors
Arizona
$320K -$227K -6,674 -42%
CA
587
Cornerstone Advisory
Maryland
$319K -$11.6K -341 -4%
JSL
588
JT Stratford LLC
Georgia
$315K +$310K +9,101 New
FSA
589
Fort Sheridan Advisors
Illinois
$313K +$308K +9,049 New
BAM
590
BTS Asset Management
Massachusetts
$310K +$123K +3,624 +68%
CFB
591
Cullen/Frost Bankers
Texas
$310K +$175K +5,135 +134%
Prudential Financial
592
Prudential Financial
New Jersey
$302K -$1.39M -40,717 -82%
SFA
593
Sequoia Financial Advisors
Ohio
$302K -$77.3K -2,269 -21%
Man Group
594
Man Group
United Kingdom
$301K +$296K +8,681 New
ST
595
Sabal Trust
Florida
$301K +$296K +8,698 New
KM
596
Kalos Management
Georgia
$300K -$11.4K -335 -4%
CWM
597
Concentrum Wealth Management
California
$300K +$1.33K +39 +0.5%
GJIC
598
Gamble Jones Investment Counsel
California
$298K
SFA
599
Souders Financial Advisors
Ohio
$297K -$2.17M -63,598 -88%
GTAM
600
Global Trust Asset Management
Florida
$295K