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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SP
126
Symmetry Partners
Connecticut
$6.39M -$173K -4,795 -3%
WDA
127
Wendell David Associates
New Hampshire
$6.29M +$14.4K +400 +0.2%
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$6.23M +$699K +19,438 +13%
ClearBridge Investments
129
ClearBridge Investments
New York
$6.17M +$360K +10,000 +6%
Franklin Resources
130
Franklin Resources
California
$6.13M -$207K -5,750 -3%
WCAMG
131
Woodard & Company Asset Management Group
North Carolina
$6.03M -$2.59M -72,023 -30%
AWS
132
Arkfeld Wealth Strategies
Nebraska
$5.91M +$26.8K +744 +0.5%
ACA
133
Atlas Capital Advisors
Wyoming
$5.74M +$1.54M +42,703 +37%
PIA
134
Powell Investment Advisors
Florida
$5.59M +$219K +6,095 +4%
HIM
135
Hanlon Investment Management
New Jersey
$5.54M +$5.46M +151,861 New
SDAM
136
Shulman DeMeo Asset Management
New York
$5.46M -$10.5K -292 -0.2%
FAAS
137
First Allied Advisory Services
California
$5.44M +$230K +6,402 +4%
GWM
138
Geneos Wealth Management
Colorado
$5.35M +$45.1K +1,252 +0.9%
BCWM
139
Bartlett & Co Wealth Management
Ohio
$5.29M +$284K +7,881 +6%
BC
140
Bartlett & Co
Ohio
$5.29M +$284K +7,881 +6%
HVIA
141
Hudson Valley Investment Advisors
New York
$5.28M +$185K +5,131 +4%
PI
142
Parkside Investments
Illinois
$5.25M +$1.99M +55,305 +62%
IWA
143
IBEX Wealth Advisors
New Jersey
$5.2M +$123K +3,430 +2%
Voloridge Investment Management
144
Voloridge Investment Management
Florida
$5.17M +$3.13M +87,071 +159%
KOMWMG
145
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$5.09M +$134K +3,724 +3%
RBFC
146
Roman Butler Fullerton & Co
Missouri
$4.99M -$54.3K -1,510 -1%
KIA
147
KCM Investment Advisors
California
$4.97M -$522K -14,501 -10%
HHRDM
148
H&H Retirement Design & Management
Nevada
$4.97M +$1.84M +51,110 +60%
SIAP
149
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.94M +$5.76K +160 +0.1%
BFC
150
Blue Fin Capital
Rhode Island
$4.91M +$46.3K +1,287 +1%