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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UR
601
USCA RIA
Texas
$504K +$72.1K +1,900 +17%
PA
602
Procyon Advisors
Connecticut
$502K +$496K +13,071 New
CSA
603
Cottage Street Advisors
Massachusetts
$501K +$76 +2 +0%
RCAG
604
Rehmann Capital Advisory Group
Michigan
$500K -$48.9K -1,288 -9%
KFC
605
Klingenstein Fields & Co
New York
$500K
MGIA
606
Moneta Group Investment Advisors
Missouri
$497K +$195K +5,153 +66%
JCM
607
Jacobi Capital Management
Pennsylvania
$496K +$25.9K +683 +6%
AIC
608
Archer Investment Corporation
Indiana
$495K
ADBIC
609
A.D. Beadell Investment Counsel
Wisconsin
$492K
CCMW
610
Cypress Capital Management (Wyoming)
Wyoming
$491K
LWA
611
Lenox Wealth Advisors
New York
$491K
MWM
612
Mattern Wealth Management
Kansas
$489K +$114 +3 +0%
SG
613
Somerset Group
Minnesota
$486K
CFO
614
Collective Family Office
Pennsylvania
$482K +$476K +12,546 New
SCM
615
Schnieders Capital Management
California
$479K +$68.3K +1,800 +17%
Prudential Financial
616
Prudential Financial
New Jersey
$479K +$104K +2,753 +28%
BWM
617
BerganKDV Wealth Management
Minnesota
$473K -$151K -3,991 -24%
VVP
618
Venture Visionary Partners
Ohio
$472K -$103K -2,708 -18%
FA
619
Fagan Associates
New York
$470K +$11.2K +295 +2%
CWM
620
Collaborative Wealth Management
Florida
$470K +$489K +12,894 New
VHAM
621
Van Hulzen Asset Management
California
$469K -$13.1K -345 -3%
CWM
622
Curi Wealth Management
North Carolina
$466K +$145K +3,827 +46%
GIA
623
Granite Investment Advisors
New Hampshire
$461K -$209K -5,500 -31%
PCWA
624
Pacific Capital Wealth Advisors
California
$461K +$417 +11 +0.1%
SAS
625
Stelac Advisory Services
New York
$459K -$788K -20,764 -63%