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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
26
TRUE Private Wealth Advisors
Oregon
$37.4M +$2.52M +84,232 +8%
HCM
27
Hilton Capital Management
New York
$36.6M +$32.8M +1,099,095 +1,454%
DWM
28
Dakota Wealth Management
Florida
$35.7M +$550K +18,425 +2%
JP Morgan Chase
29
JP Morgan Chase
New York
$34.7M -$18.6M -621,728 -36%
KeyBank National Association
30
KeyBank National Association
Ohio
$34.6M -$3.31M -110,849 -9%
Goldman Sachs
31
Goldman Sachs
New York
$32.6M -$33.3M -1,114,247 -52%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$31.4M -$765K -25,596 -2%
IWS
33
Insight Wealth Strategies
California
$29.6M +$2.52M +84,208 +10%
RJA
34
Raymond James & Associates
Florida
$29.4M +$7.62M +254,906 +37%
SG Americas Securities
35
SG Americas Securities
New York
$28.8M +$27.6M +924,696 New
RJFSA
36
Raymond James Financial Services Advisors
Florida
$28.4M +$1.9M +63,574 +8%
SI
37
Stephens Inc
Arkansas
$28.3M -$413K -13,824 -2%
SW
38
SVB Wealth
Massachusetts
$26.4M -$14.9M -498,780 -37%
Corient Private Wealth
39
Corient Private Wealth
Florida
$25.7M -$7.03M -235,280 -22%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$25.6M +$6.28M +210,268 +34%
SMFG
41
Sumitomo Mitsui Financial Group
Japan
$24.4M -$396K -13,241 -2%
TA
42
Townsend & Associates
Colorado
$22.9M +$9.76M +326,782 +82%
GT
43
Greenleaf Trust
Michigan
$22.6M +$21.7M +725,201 New
WF
44
Welch & Forbes
Massachusetts
$21.5M -$1.38M -46,323 -6%
SWIG
45
Strategic Wealth Investment Group
Kentucky
$20.8M +$715K +23,929 +4%
CWM
46
Congress Wealth Management
Massachusetts
$20.5M -$1.4M -46,960 -7%
SAM
47
SP Asset Management
California
$20.3M -$10.5M -352,124 -35%
Nuveen
48
Nuveen
North Carolina
$20M +$18.5M +618,071 +2,763%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$18.9M -$8.04M -269,243 -31%
SFWA
50
Summit Financial Wealth Advisors
Louisiana
$18.9M +$951K +31,825 +6%