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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWS
51
Insight Wealth Strategies
California
$28.2M -$1.3M -33,435 -4%
SFWA
52
Summit Financial Wealth Advisors
Louisiana
$27.7M +$1.72M +44,318 +7%
SF
53
Synovus Financial
Georgia
$25.7M +$4.07M +105,066 +19%
AWM
54
Affinity Wealth Management
Delaware
$25.6M +$1.15M +29,706 +5%
HighTower Advisors
55
HighTower Advisors
Illinois
$25.4M -$479K -12,368 -2%
MML Investors Services
56
MML Investors Services
Massachusetts
$25M +$1.81M +46,720 +8%
AMG
57
Advisors Management Group
Wisconsin
$24.5M +$103K +2,660 +0.4%
CCWA
58
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$24.4M +$12.9M +333,705 +116%
BFS
59
Bard Financial Services
Connecticut
$23.9M +$2.03M +52,450 +9%
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$23.6M +$10.9M +280,816 +88%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$23.1M +$885K +22,854 +4%
CIBC Private Wealth Group
62
CIBC Private Wealth Group
Georgia
$22.9M +$26.1K +675 +0.1%
ACH
63
ArrowMark Colorado Holdings
Colorado
$22.6M +$22.3M +575,749 New
IC
64
Intersect Capital
California
$22.2M +$193K +4,976 +0.9%
FSC
65
Full Sail Capital
Oklahoma
$21.7M -$2.07M -53,353 -9%
SAM
66
SP Asset Management
California
$20.7M +$19.1M +492,177 +1,309%
IWC
67
Integrated Wealth Concepts
Massachusetts
$20.6M +$19.7M +507,706 +3,399%
CBB
68
Citizens Business Bank
California
$19.9M +$990K +25,568 +5%
Canada Pension Plan Investment Board
69
Canada Pension Plan Investment Board
Ontario, Canada
$19.7M +$19.4M +500,000 New
HVIA
70
Hudson Valley Investment Advisors
New York
$19.5M -$1.5M -38,638 -7%
AssetMark Inc
71
AssetMark Inc
California
$19.4M +$87.3K +2,254 +0.5%
AAS
72
Avantax Advisory Services
Texas
$19.2M +$1.15M +29,568 +6%
KAS
73
Kestra Advisory Services
Texas
$18M +$1.44M +37,255 +9%
AIA
74
Avalon Investment & Advisory
Texas
$17.9M -$2.54M -65,513 -13%
K
75
Kemper
Illinois
$17M +$16.8M +433,000 New