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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSB
601
Sandy Spring Bank
Maryland
$77K +$10.9K +280 +16%
FFW
602
Fusion Family Wealth
New York
$74K -$62.3K -1,600 -46%
CCM
603
Cribstone Capital Management
Maine
$69K
IIC
604
Integrated Investment Consultants
Michigan
$69K +$7.79K +200 +13%
SFSIG
605
San Francisco Sentry Investment Group
California
$68K +$6.39K +164 +10%
AF
606
Arrow Financial
New York
$66K
IDBONY
607
Israel Discount Bank of New York
New York
$66K
HR
608
Howe & Rusling
New York
$62K
MAM
609
Meeder Asset Management
Ohio
$61K
Toronto Dominion Bank
610
Toronto Dominion Bank
Ontario, Canada
$61K +$9.59K +246 +19%
SWA
611
Sutton Wealth Advisors
Florida
$44.5K
PWM
612
Perigon Wealth Management
California
$41K -$1.7M -43,731 -98%
VCM
613
Versant Capital Management
Arizona
$41K +$584 +15 +1%
LYV
614
Live Your Vision
Pennsylvania
$39K
MWM
615
Mascoma Wealth Management
New Hampshire
$39K
LCM
616
Liberty Capital Management
Michigan
$32K +$32.6K +836 New
MCM
617
Manchester Capital Management
Vermont
$30K -$115K -2,960 -79%
FPB
618
First PREMIER Bank
South Dakota
$30K +$30.2K +776 New
VNA
619
Valley National Advisers
Pennsylvania
$28K
BWP
620
Baldwin Wealth Partners
Massachusetts
$27K
CCM
621
Covington Capital Management
California
$26K +$26K +668 New
BBPWM
622
Blue Bell Private Wealth Management
Pennsylvania
$25K +$25.3K +650 New
PCFFS
623
Pacific Center for Financial Services
California
$21K
WA
624
WealthTrust-Arizona
Arizona
$21K
HCA
625
Horan Capital Advisors
Ohio
$20K +$20.3K +521 New