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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCWA
26
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$34M -$1.32M -43,133 -4%
SAM
27
SP Asset Management
California
$33.7M -$949K -31,004 -3%
OPAM
28
Ocean Park Asset Management
California
$33.6M +$33.3M +1,087,178 New
DWM
29
Dakota Wealth Management
Florida
$32.1M +$30.9M +1,010,275 +3,745%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$30.4M -$2.69M -87,789 -8%
SI
31
Stephens Inc
Arkansas
$29.2M +$224K +7,335 +0.8%
SMFG
32
Sumitomo Mitsui Financial Group
Japan
$27.6M -$1.23M -40,237 -4%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$27M -$6.26M -204,682 -19%
Citigroup
34
Citigroup
New York
$26.7M +$16.2M +528,559 +158%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$26.7M +$2.78M +90,876 +12%
IWS
36
Insight Wealth Strategies
California
$26.3M +$456K +14,907 +2%
BNP Paribas Financial Markets
37
BNP Paribas Financial Markets
France
$26.3M -$112K -3,646 -0.4%
WF
38
Welch & Forbes
Massachusetts
$24.3M -$1.44M -47,213 -6%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$24M -$568K -18,572 -2%
CWM
40
Congress Wealth Management
Massachusetts
$21.8M -$488K -15,936 -2%
Corient Private Wealth
41
Corient Private Wealth
Florida
$20.2M +$10.8M +353,596 +118%
RJA
42
Raymond James & Associates
Florida
$19.8M +$999K +32,657 +5%
SWIG
43
Strategic Wealth Investment Group
Kentucky
$18.8M +$3.06M +100,050 +20%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$18.5M -$234K -7,632 -1%
CAN
45
Cetera Advisor Networks
California
$17.9M +$1.34M +43,731 +8%
CTB
46
Country Trust Bank
Illinois
$17.6M
FMLI
47
Fukoku Mutual Life Insurance
Japan
$17.6M -$17.4M -567,500 -50%
Stifel Financial
48
Stifel Financial
Missouri
$17.4M -$2.15M -70,425 -11%
PCA
49
Pallas Capital Advisors
Massachusetts
$17.3M +$5.42M +176,993 +46%
SFWA
50
Summit Financial Wealth Advisors
Louisiana
$17.2M +$1.19M +39,030 +8%