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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFI
376
Key Financial Inc
Pennsylvania
$1.6M -$120K -3,275 -7%
CAAM
377
Cornerstone Advisors Asset Management
Pennsylvania
$1.59M +$306K +8,323 +24%
AF
378
Allworth Financial
California
$1.58M -$43.1K -1,172 -3%
WSFS
379
Wilmington Savings Fund Society
Delaware
$1.57M -$55.2K -1,500 -3%
CL
380
CPWM LLC
Washington
$1.56M +$7.68K +209 +0.5%
TAM
381
Tocqueville Asset Management
New York
$1.56M – – –
KWMG
382
King Wealth Management Group
Florida
$1.56M +$226K +6,143 +17%
AI
383
Atria Investments
North Carolina
$1.55M +$242K +6,587 +18%
RJT
384
Raymond James Trust
Florida
$1.54M +$298K +8,097 +24%
BOTW
385
Bank of the West
California
$1.54M -$27.5K -748 -2%
LIA
386
LBMC Investment Advisors
Tennessee
$1.54M -$16.3K -444 -1%
HFA
387
High Falls Advisors
New York
$1.53M -$223K -6,063 -13%
BP
388
Ballentine Partners
Massachusetts
$1.53M +$9.63K +262 +0.6%
GKWIM
389
Gerber Kawasaki Wealth & Investment Management
California
$1.51M -$459K -12,470 -23%
TCM
390
Traynor Capital Management
Pennsylvania
$1.51M -$834K -22,688 -35%
CWM
391
ClientFirst Wealth Management
Arkansas
$1.51M -$7.35K -200 -0.5%
SRC
392
Shufro Rose & Co
New York
$1.5M +$566K +15,400 +60%
HTC
393
Haverford Trust Company
Pennsylvania
$1.49M +$31.1K +845 +2%
DWT
394
Dorsey & Whitney Trust
South Dakota
$1.49M -$2.13K -58 -0.1%
VC
395
Vicus Capital
Pennsylvania
$1.49M +$1.19M +32,453 +390%
EDRH
396
Edmond de Rothschild Holding
Switzerland
$1.48M +$276K +7,507 +23%
BFWA
397
Benchmark Financial Wealth Advisors
Florida
$1.48M +$132K +3,599 +10%
1832 Asset Management
398
1832 Asset Management
Ontario, Canada
$1.47M -$28.5K -776 -2%
EFS
399
Essex Financial Services
Connecticut
$1.47M -$273K -7,432 -16%
WAM
400
Wakefield Asset Management
Colorado
$1.46M +$1.48M +40,161 New