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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$4.09M +$2.24M +60,892 +119%
PWP
202
Private Wealth Partners
California
$4.06M +$198K +5,390 +5%
IAN
203
Integrated Advisors Network
Texas
$4.04M -$21.9K -596 -0.5%
ST
204
Sageworth Trust
Pennsylvania
$4.03M – – –
IAS
205
IMA Advisory Services
Colorado
$4.03M -$145K -3,956 -3%
PCM
206
Palouse Capital Management
Washington
$3.99M +$195K +5,312 +5%
RBFC
207
Roman Butler Fullerton & Co
Missouri
$3.99M -$292K -7,940 -7%
MPCG
208
Matrix Private Capital Group
New York
$3.98M -$207K -5,624 -5%
SPC
209
Sigma Planning Corp
Michigan
$3.98M -$149K -4,064 -4%
MA
210
Mutual Advisors
Nebraska
$3.96M +$153K +4,149 +4%
HSBC Holdings
211
HSBC Holdings
United Kingdom
$3.92M +$54.3K +1,478 +1%
SSW
212
Smith Shellnut Wilson
Mississippi
$3.89M +$140K +3,800 +4%
JWCA
213
J.W. Cole Advisors
Florida
$3.86M -$40.1K -1,090 -1%
MIAN
214
Mariner Independent Advisor Network
Kansas
$3.83M +$1.24M +33,707 +47%
GAM
215
Grandview Asset Management
Pennsylvania
$3.82M -$163K -4,438 -4%
IWA
216
IBEX Wealth Advisors
New Jersey
$3.7M -$169K -4,593 -4%
PWW
217
Pettyjohn Wood & White
Virginia
$3.67M +$87K +2,365 +2%
AFG
218
Albion Financial Group
Utah
$3.67M -$33.5K -910 -0.9%
PI
219
PineBridge Investments
New York
$3.64M +$3.68M +100,000 New
DJSG
220
D.J. St. Germain
Massachusetts
$3.61M -$169K -4,593 -4%
IBOK
221
Independence Bank of Kentucky
Kentucky
$3.59M +$412K +11,210 +13%
IA
222
IFP Advisors
Florida
$3.59M +$556K +15,108 +19%
NCM
223
Novare Capital Management
North Carolina
$3.57M -$3.13M -85,081 -46%
PWM
224
Peterson Wealth Management
Nevada
$3.56M +$1.68M +45,744 +88%
PAG
225
Private Advisory Group
Washington
$3.52M +$421K +11,447 +13%