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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
26
Hilton Capital Management
New York
$38M +$2.21M +70,218 +6%
DWM
27
Dakota Wealth Management
Florida
$36.9M +$913 +29 +0%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$35.6M -$4.3M -136,471 -11%
KeyBank National Association
29
KeyBank National Association
Ohio
$32.6M -$1.06M -33,683 -3%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$31.6M -$836K -26,559 -3%
Cohen & Steers
31
Cohen & Steers
New York
$31.5M -$48.4M -1,537,073 -61%
GT
32
Greenleaf Trust
Michigan
$31.3M +$1.02M +32,272 +3%
IWS
33
Insight Wealth Strategies
California
$30.7M +$415K +13,172 +1%
JP Morgan Chase
34
JP Morgan Chase
New York
$30.4M -$147M -4,664,732 -83%
RIM
35
Redwood Investment Management
Arizona
$29.3M +$29.2M +929,143 New
SG Americas Securities
36
SG Americas Securities
New York
$29.2M
SI
37
Stephens Inc
Arkansas
$28.6M -$292K -9,291 -1%
HWM
38
Horizon Wealth Management
Illinois
$28.1M +$28M +890,901 New
TPWA
39
TRUE Private Wealth Advisors
Oregon
$28M -$15.4M -489,767 -36%
Corient Private Wealth
40
Corient Private Wealth
Florida
$26.5M +$1.64M +51,955 +7%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$26M +$1.1M +34,892 +4%
OPAM
42
Ocean Park Asset Management
California
$25.7M -$41.5M -1,317,727 -62%
MF
43
Montis Financial
Massachusetts
$24.6M +$253K +8,033 +1%
TA
44
Townsend & Associates
Colorado
$24.1M +$591K +18,768 +3%
HighTower Advisors
45
HighTower Advisors
Illinois
$23.8M +$4.69M +148,989 +25%
SW
46
SVB Wealth
Massachusetts
$23.5M -$2.56M -81,354 -10%
RJA
47
Raymond James & Associates
Florida
$22.8M +$1.53M +48,672 +7%
SMFG
48
Sumitomo Mitsui Financial Group
Japan
$22.5M -$202K -6,405 -0.9%
Goldman Sachs
49
Goldman Sachs
New York
$22.2M -$94.4M -2,999,369 -81%
WF
50
Welch & Forbes
Massachusetts
$22.1M +$573K +18,195 +3%