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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
76
Level Four Advisory Services
Texas
$10.7M +$10.9M +287,373 New
JP Morgan Chase
77
JP Morgan Chase
New York
$10.7M -$27.2M -715,040 -71%
PWM
78
Patriot Wealth Management
Texas
$10.7M -$414K -10,886 -4%
AFS
79
Aft Forsyth & Sober
Florida
$10.6M +$19K +500 +0.2%
PAG
80
Private Advisor Group
New Jersey
$10.3M +$400K +10,527 +4%
WA
81
WP Advisors
California
$10.2M +$10.4M +272,829 New
Wolverine Trading
82
Wolverine Trading
Illinois
$9.94M -$9.74M -256,204 -49%
BA
83
BlackRock Advisors
Delaware
$9.91M +$5.31M +139,763 +110%
EWM
84
Edge Wealth Management
New York
$9.86M +$997K +26,249 +11%
DG
85
Davidson & Garrard
Virginia
$9.57M -$61.7K -1,623 -0.6%
FBB
86
Fulton Breakefield Broenniman
Maryland
$9.25M -$356K -9,376 -4%
SPC
87
Sigma Planning Corp
Michigan
$9.05M -$908K -23,887 -9%
SWP
88
Stratos Wealth Partners
Ohio
$9M -$6.02M -158,440 -40%
KIA
89
KCM Investment Advisors
California
$8.98M -$128K -3,368 -1%
SIAS
90
Shine Investment Advisory Services
Colorado
$8.92M +$9.11M +239,673 New
SF
91
Synovus Financial
Georgia
$8.86M +$839K +22,070 +10%
CTB
92
Country Trust Bank
Illinois
$8.66M -$2.15M -56,642 -20%
AAM
93
Autus Asset Management
Arizona
$8.58M +$332K +8,730 +4%
BWFA
94
Baltimore-Washington Financial Advisors
Maryland
$8.4M +$300K +7,895 +4%
BWAM
95
Boyd Watterson Asset Management
Ohio
$8.19M +$4.01M +105,500 +92%
RWM
96
Ritholtz Wealth Management
New York
$7.96M +$8.13M +213,961 New
ACI
97
Alpha Cubed Investments
California
$7.83M -$413K -10,858 -5%
WCM
98
Windsor Capital Management
Arizona
$7.78M +$71.2K +1,873 +0.9%
DWM
99
Dakota Wealth Management
Florida
$7.5M -$25.8K -679 -0.3%
Balyasny Asset Management
100
Balyasny Asset Management
Illinois
$7.44M +$7.6M +200,000 New