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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BF
51
BOK Financial
Oklahoma
$15.6M -$565K -17,599 -3%
HighTower Advisors
52
HighTower Advisors
Illinois
$15.4M -$3.79M -117,956 -19%
BFS
53
Bard Financial Services
Connecticut
$15.3M -$4.8M -149,450 -23%
R
54
Rebalance
California
$15M +$99K +3,083 +0.6%
WBG
55
Wharton Business Group
Pennsylvania
$14.6M +$773K +24,075 +5%
RIA
56
Regal Investment Advisors
Michigan
$14.6M -$494K -15,374 -3%
FBB
57
Fulton Breakefield Broenniman
Maryland
$13.7M +$344K +10,701 +2%
TFA
58
Tobias Financial Advisors
Florida
$13.6M +$13.9M +434,233 New
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$13.5M -$3.06M -95,414 -18%
AMG
60
Advisors Management Group
Wisconsin
$13M +$13.4M +416,631 New
QWM
61
Quaker Wealth Management
New Jersey
$12.7M -$2.98M -92,797 -19%
CI
62
Conning Inc
Connecticut
$12.2M
PCA
63
Pallas Capital Advisors
Massachusetts
$12.2M +$12.4M +386,974 New
KAS
64
Kestra Advisory Services
Texas
$12M -$126K -3,935 -1%
TCPWM
65
Traverso Chambers Private Wealth Management
California
$11.6M +$453K +14,119 +4%
EWA
66
Exencial Wealth Advisors
Oklahoma
$11M -$715K -22,265 -6%
BAAM
67
Baker Avenue Asset Management
California
$10.6M +$10.8M +335,586 +7,572%
Citigroup
68
Citigroup
New York
$10.5M +$648K +20,174 +6%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$10.3M -$1.8M -56,053 -14%
AIA
70
Avalon Investment & Advisory
Texas
$10.3M +$394K +12,278 +4%
JIP
71
Jaffetilchin Investment Partners
Florida
$10.3M +$4.79M +149,085 +82%
AWM
72
AE Wealth Management
Kansas
$9.95M +$3.68M +114,463 +56%
PI
73
Parkside Investments
Illinois
$9.82M -$1.44M -44,797 -12%
CA
74
Crewe Advisors
Utah
$9.7M +$7.99M +248,857 +402%
PFA
75
Pure Financial Advisors
California
$9.6M +$876K +27,265 +10%