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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
B
601
Bridgeworth
Alabama
$108K +$107K +2,866 New
PCTC
602
Perkins Coie Trust Company
Washington
$106K – – –
MGIA
603
Moneta Group Investment Advisors
Missouri
$104K -$3.59M -96,276 -97%
VCM
604
Versant Capital Management
Arizona
$103K – – –
MFW
605
Mosaic Family Wealth
Missouri
$100K – – –
SPL
606
Smart Portfolios LLC
Washington
$98K – – –
BAM
607
Barrett Asset Management
New York
$95K – – –
LWCFA
608
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$94K – – –
FRA
609
Front Row Advisors
California
$93K -$5.62K -151 -6%
DBT
610
Dubuque Bank & Trust
Iowa
$86K – – –
GI
611
Gradient Investments
Minnesota
$83K -$22.8K -612 -22%
CFA
612
Carroll Financial Associates
North Carolina
$83K +$596 +16 +0.7%
BFEC
613
Benjamin F. Edwards & Company
Missouri
$81K -$27.8K -747 -26%
CFA
614
Camarda Financial Advisors
Florida
$81K – – –
MLIC
615
Mandatum Life Insurance Company
Finland
$81K +$80.1K +2,150 New
QAM
616
QCI Asset Management
New York
$79K – – –
PSC
617
Prentiss Smith & Co
Vermont
$75K – – –
WEC
618
Winslow Evans & Crocker
Massachusetts
$74K -$7.08K -190 -9%
TCOV
619
Trust Company of Vermont
Vermont
$73K -$17.8K -479 -20%
CCM
620
Cribstone Capital Management
Maine
$67K – – –
AWM
621
AllSquare Wealth Management
New York
$66K – – –
VFA
622
Valeo Financial Advisors
Indiana
$63K +$1.75K +47 +3%
AC
623
Avestar Capital
New York
$62K – – –
PGWM
624
Parisi Gray Wealth Management
New Jersey
$59K – – –
FGAM
625
Financial Gravity Asset Management
Texas
$57K +$17.6K +472 +45%