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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
YWP
701
YorkBridge Wealth Partners
New York
$7K +$422 +11 +6%
PCA
702
Providence Capital Advisors
North Carolina
$7K +$6.91K +180 New
MAM
703
Meeder Asset Management
Ohio
$6K -$53.9K -1,405 -90%
HIIFS
704
Harel Insurance Investments & Financial Services
Israel
$5K – – –
LFA
705
Legacy Financial Advisors
Kentucky
$5K +$5.76K +150 New
CAL
706
Capital Analysts LLC
Pennsylvania
$4K – – –
GWS
707
Glassman Wealth Services
Virginia
$4K – – –
LF
708
Lee Financial
Texas
$4K – – –
HDIM
709
Hanson & Doremus Investment Management
Vermont
$4K +$4.3K +112 New
WA
710
WestEnd Advisors
North Carolina
$3.2K +$3.23K +84 New
CPA
711
Clear Perspective Advisors
Illinois
$2K -$729 -19 -23%
TRCT
712
Tower Research Capital (TRC)
New York
$2K +$1.84K +48 New
VFA
713
Valeo Financial Advisors
Indiana
$1K -$921 -24 -45%
AF
714
Allworth Financial
California
$1K – – –
FCA
715
Florence Capital Advisors
New York
$1K +$614 +16 New
VIA
716
Vantage Investment Advisors
Pennsylvania
$1K +$1.27K +33 New
CFG
717
CNO Financial Group
Indiana
– -$55.5M -1,431,300 Closed
State of New Jersey Common Pension Fund D
718
State of New Jersey Common Pension Fund D
New Jersey
– -$46.6M -1,200,000 Closed
WI
719
WBI Investments
New Jersey
– -$38.9M -1,002,172 Closed
PAMU
720
Pictet Asset Management (UK)
United Kingdom
– -$29.8M -768,000 Closed
FAM
721
Flaharty Asset Management
Florida
– -$17.8M -465,609 Closed
NSLI
722
Nan Shan Life Insurance
Taiwan
– -$17.1M -439,384 Closed
ICOA
723
Investment Centers of America
North Dakota
– -$16M -412,996 Closed
WA
724
WP Advisors
California
– -$10.6M -272,789 Closed
CS
725
Credit Suisse
Switzerland
– -$5.35M -137,935 Closed