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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
601
Aptus Capital Advisors
Alabama
$342K +$72 +2 +0%
SIA
602
Soltis Investment Advisors
Utah
$340K +$99.5K +2,764 +42%
SNB
603
Security National Bank
Nebraska
$338K +$334K +9,284 New
IWC
604
Integrated Wealth Concepts
Massachusetts
$337K +$41.9K +1,164 +14%
FSA
605
Fort Sheridan Advisors
Illinois
$330K
BI
606
Ballast Inc
Kentucky
$328K -$9.9K -275 -3%
CFB
607
Cullen/Frost Bankers
Texas
$326K +$108 +3 +0%
BWP
608
Bernardo Wealth Planning
Pennsylvania
$324K +$320K +8,898 New
GC
609
Guggenheim Capital
Illinois
$323K +$318K +8,848 New
KM
610
Kalos Management
Georgia
$319K +$5.4K +150 +2%
JCM
611
Jacobsen Capital Management
Utah
$318K -$47.8K -1,329 -13%
MBTD
612
Mechanics Bank - Trust Department
California
$318K -$35.1K -975 -10%
PFA
613
Pettinga Financial Advisors
Indiana
$317K +$71.8K +1,995 +30%
SFA
614
Sequoia Financial Advisors
Ohio
$314K -$3.31K -92 -1%
GJIC
615
Gamble Jones Investment Counsel
California
$314K
CWM
616
Concentrum Wealth Management
California
$313K -$1.94K -54 -0.6%
PCM
617
Princeton Capital Management
New Jersey
$310K +$36 +1 +0%
GTAM
618
Global Trust Asset Management
Florida
$309K -$1.91K -53 -0.6%
HFA
619
Hoover Financial Advisors
Pennsylvania
$309K +$305K +8,482 New
RC
620
Reik & Co
New York
$308K
WCWM
621
Wooster Corthell Wealth Management
Connecticut
$306K -$275K -7,633 -48%
AAIM
622
Asset Advisors Investment Management
Georgia
$306K +$251K +6,975 +489%
ST
623
Sabal Trust
Florida
$303K -$14.7K -408 -5%
FNBOO
624
First National Bank of Omaha
Nebraska
$303K +$85.4K +2,373 +40%
MCA
625
Magnolia Capital Advisors
Mississippi
$298K +$20.9K +581 +8%