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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JCM
726
Jacobi Capital Management
Pennsylvania
$473K -$55K -1,415 -11%
WHG
727
Westwood Holdings Group
Texas
$470K -$156K -4,016 -25%
CPO
728
Cerity Partners OCIO
New York
$468K +$53.1K +1,366 +13%
FNWM
729
Financial Network Wealth Management
Utah
$466K +$117 +3 +0%
KM
730
Kalos Management
Georgia
$466K +$17.8K +457 +4%
MWM
731
Mattern Wealth Management
Kansas
$461K -$252K -6,494 -36%
DBT
732
Dubuque Bank & Trust
Iowa
$461K -$41.2K -1,061 -8%
ADBIC
733
A.D. Beadell Investment Counsel
Wisconsin
$460K
PO
734
Private Ocean
California
$455K
PA
735
Perennial Advisors
New York
$448K +$35.9K +925 +9%
BLC
736
Brown, Lisle/Cummings
Rhode Island
$445K +$439K +11,295 New
WAP
737
Wealthcare Advisory Partners
Pennsylvania
$442K -$31.9K -820 -7%
NFSG
738
Newbridge Financial Services Group
Florida
$442K -$30.1K -774 -6%
WCM
739
WealthBridge Capital Management
Ohio
$441K +$30.8K +792 +8%
CCM
740
Chilton Capital Management
Texas
$438K +$29.1K +748 +7%
CA
741
Cornerstone Advisory
Maryland
$436K +$168K +4,326 +64%
PFC
742
Phocas Financial Corp
California
$435K -$17.5K -450 -4%
GT
743
Glenmede Trust
Pennsylvania
$434K +$87.1K +2,241 +25%
BI
744
Ballast Inc
Kentucky
$433K +$2.29K +59 +0.5%
AWA
745
Amplius Wealth Advisors
Pennsylvania
$433K +$427K +11,000 New
BMCM
746
Bryn Mawr Capital Management
Pennsylvania
$431K
PRWA
747
Platte River Wealth Advisors
Colorado
$428K -$2.37K -61 -0.5%
Citadel Advisors
748
Citadel Advisors
Florida
$426K -$1.19M -30,497 -74%
AWA
749
Arete Wealth Advisors
Illinois
$424K -$210K -5,407 -33%
LWP
750
Lumature Wealth Partners
Georgia
$424K +$23.3K +600 +6%