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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$59.8M -$2.99M -76,291 -5%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$59.6M +$2.08M +52,927 +4%
EWM
28
Edge Wealth Management
New York
$57.4M +$5.89M +150,210 +11%
ECM
29
Evergreen Capital Management
Washington
$54.9M +$2.84M +72,400 +5%
CF
30
Clarity Financial
Texas
$54.7M +$2.11M +53,890 +4%
SMFG
31
Sumitomo Mitsui Financial Group
Japan
$52.7M +$7.54M +192,177 +16%
SAM
32
SP Asset Management
California
$50.3M +$29.6M +753,506 +142%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$49.4M +$1.08M +27,446 +2%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$47.6M +$3.18M +80,946 +7%
FMLI
35
Fukoku Mutual Life Insurance
Japan
$44M
RJFSA
36
Raymond James Financial Services Advisors
Florida
$43.1M +$945K +24,086 +2%
WF
37
Welch & Forbes
Massachusetts
$42.2M +$2.26M +57,666 +6%
SI
38
Stephens Inc
Arkansas
$39.6M +$5.71M +145,462 +17%
CPSAC
39
Chas P. Smith & Associates (CPS)
Florida
$39.3M +$5.16M +131,577 +15%
RJA
40
Raymond James & Associates
Florida
$36.6M -$2.1M -53,508 -5%
MFM
41
MD Financial Management
Ontario, Canada
$35.9M +$2.31M +58,873 +7%
EVM
42
Eaton Vance Management
Massachusetts
$32.7M -$6.26M -159,650 -16%
Stifel Financial
43
Stifel Financial
Missouri
$32.4M +$3.3M +84,251 +11%
CCWA
44
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$31.9M +$7.92M +201,870 +33%
CI
45
Conning Inc
Connecticut
$30.3M
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$29.8M +$6.59M +167,972 +28%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$29.5M +$1.48M +37,689 +5%
IWS
48
Insight Wealth Strategies
California
$28.2M +$406K +10,352 +1%
SFWA
49
Summit Financial Wealth Advisors
Louisiana
$28.2M +$860K +21,928 +3%
PCM
50
Price Capital Management
Louisiana
$27.5M +$27.8M +709,420 New