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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
776
Carroll Financial Associates
North Carolina
$265K +$10.9K +282 +4%
PMA
777
Prudent Man Advisors
Illinois
$264K – – –
LIA
778
LS Investment Advisors
Michigan
$258K – – –
RT
779
Rockland Trust
Massachusetts
$256K -$5K -129 -2%
CFA
780
Capstone Financial Advisors
Illinois
$255K +$2.09K +54 +0.8%
HIMC
781
Heritage Investors Management Corp
Maryland
$254K – – –
RMC
782
Resources Management Corp
Connecticut
$252K -$166K -4,275 -40%
BWM
783
Benchmark Wealth Management
Connecticut
$252K – – –
NGA
784
Naples Global Advisors
Florida
$248K -$20.3K -525 -8%
AII
785
AGF Investments Inc
Ontario, Canada
$246K -$49.5K -1,279 -17%
BWA
786
Beam Wealth Advisors
Louisiana
$246K +$242K +6,244 New
SWM
787
Segment Wealth Management
Texas
$245K – – –
CA
788
Crewe Advisors
Utah
$243K – – –
EAM
789
Evanson Asset Management
California
$242K +$194 +5 +0.1%
SSCA
790
South Shore Capital Advisors
Massachusetts
$242K +$775 +20 +0.3%
RRA
791
Round Rock Advisors
Connecticut
$240K – – –
BWM
792
Birchcreek Wealth Management
Ohio
$239K +$18.1K +467 +8%
RPSA
793
Richard P. Slaughter Associates
Texas
$238K +$235K +6,060 New
AC
794
Apella Capital
Connecticut
$237K -$18.3K -473 -7%
IWP
795
Innova Wealth Partners
Pennsylvania
$237K -$5.81K -150 -2%
TWP
796
Tempus Wealth Planning
California
$237K +$234K +6,029 New
AA
797
AlphaCentric Advisors
Puerto Rico
$236K +$10.8K +280 +5%
KFP
798
KMG Fiduciary Partners
Ohio
$235K -$1.01K -26 -0.4%
RMAM
799
Raab & Moskowitz Asset Management
New Jersey
$234K -$2.25K -58 -1%
BFA
800
Beaumont Financial Advisors
Massachusetts
$234K – – –