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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
601
Princeton Capital Management
New Jersey
$295K – – –
RC
602
Reik & Co
New York
$293K – – –
WB
603
Webster Bank
Connecticut
$293K +$85.2K +2,502 +42%
Cerity Partners
604
Cerity Partners
New York
$289K -$6.41K -188 -2%
WLIM
605
White Lighthouse Investment Management
Massachusetts
$281K -$24.8K -727 -8%
IWC
606
Integrated Wealth Concepts
Massachusetts
$280K +$275K +8,070 New
WP
607
WealthSource Partners
California
$275K – – –
WAG
608
Winthrop Advisory Group
Massachusetts
$275K – – –
VWM
609
Venturi Wealth Management
Texas
$274K -$3.7M -108,595 -93%
CFD
610
Creative Financial Designs
Indiana
$274K +$223K +6,537 +481%
SIA
611
Starfire Investment Advisers
Michigan
$273K -$25.2K -740 -9%
GCA
612
Greenwood Capital Associates
South Carolina
$272K -$4.48M -131,614 -94%
TNB
613
TCF National Bank
South Dakota
$272K -$149K -4,376 -37%
GKWIM
614
Gerber Kawasaki Wealth & Investment Management
California
$271K +$27K +793 +11%
CAM
615
Concorde Asset Management
Michigan
$271K +$267K +7,824 New
GRP
616
Global Retirement Partners
California
$270K -$138K -4,049 -34%
VFPI
617
Vantage Financial Partners (Illinois)
Illinois
$269K – – –
IWM
618
IHT Wealth Management
Illinois
$269K +$264K +7,763 New
CIAS
619
Capital Investment Advisory Services
North Carolina
$268K -$14.4K -423 -5%
AC
620
Avestar Capital
New York
$268K +$38.7K +1,137 +17%
BFA
621
Bragg Financial Advisors
North Carolina
$267K -$95.4K -2,800 -27%
MHR
622
Matthew Hamilton Rosenberg
$266K -$24.6K -723 -9%
GSWM
623
Golden State Wealth Management
California
$263K -$109K -3,192 -30%
SA
624
Strategic Advisors
New York
$263K -$1.57K -46 -0.6%
MCA
625
Magnolia Capital Advisors
Mississippi
$263K +$258K +7,585 New