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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
26
Edge Wealth Management
New York
$44.2M -$910K -28,266 -2%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$41.1M -$6.7M -208,336 -14%
Fifth Third Bancorp
28
Fifth Third Bancorp
Ohio
$40.3M -$417K -12,961 -1%
DWM
29
Dakota Wealth Management
Florida
$39.1M +$202K +6,274 +0.5%
GT
30
Greenleaf Trust
Michigan
$34.4M +$1.4M +43,619 +4%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$33.5M +$228K +7,070 +0.7%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$33M -$4.28M -133,142 -12%
KeyBank National Association
33
KeyBank National Association
Ohio
$32.4M -$1.89M -58,783 -6%
HWM
34
Horizon Wealth Management
Illinois
$31.3M +$1.63M +50,510 +6%
SI
35
Stephens Inc
Arkansas
$30.2M +$105K +3,272 +0.4%
HighTower Advisors
36
HighTower Advisors
Illinois
$29M +$3.8M +118,184 +16%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$28.1M +$681K +21,163 +3%
HF
38
HRT Financial
New York
$28M +$27.2M +843,757 New
Corient Private Wealth
39
Corient Private Wealth
Florida
$26.7M -$1.16M -36,183 -4%
TA
40
Townsend & Associates
Colorado
$26.5M +$1.42M +44,266 +6%
RJA
41
Raymond James & Associates
Florida
$26.5M +$2.42M +75,121 +10%
NYLIM
42
New York Life Investment Management
New York
$26.2M +$2.99M +92,852 +13%
MF
43
Montis Financial
Massachusetts
$25.9M -$71.8K -2,232 -0.3%
SMFG
44
Sumitomo Mitsui Financial Group
Japan
$24.7M +$965K +29,985 +4%
JIP
45
Jaffetilchin Investment Partners
Florida
$24.1M +$880K +27,357 +4%
WF
46
Welch & Forbes
Massachusetts
$23.8M +$435K +13,524 +2%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$23.4M +$690K +21,450 +3%
Stifel Financial
48
Stifel Financial
Missouri
$22.9M +$848K +26,348 +4%
SFWA
49
Summit Financial Wealth Advisors
Louisiana
$22.9M +$587K +18,242 +3%
IWS
50
Insight Wealth Strategies
California
$22.8M -$9.27M -287,911 -30%