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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
76
IFP Advisors
Florida
$11.7M +$448K +11,722 +4%
LP
77
LMR Partners
United Kingdom
$11.6M +$11.5M +300,000 New
PWM
78
Patriot Wealth Management
Texas
$11.5M +$487K +12,749 +4%
SF
79
Synovus Financial
Georgia
$11.3M +$2.07M +54,018 +23%
HighTower Advisors
80
HighTower Advisors
Illinois
$11.1M +$6.12K +160 +0.1%
WA
81
WP Advisors
California
$11.1M +$574K +15,008 +6%
LFAS
82
Level Four Advisory Services
Texas
$10.8M -$266K -6,964 -2%
EWM
83
Edge Wealth Management
New York
$10.8M +$535K +13,998 +5%
MP
84
Manifold Partners
California
$10.8M -$4.89M -127,883 -31%
HFA
85
High Falls Advisors
New York
$10.6M +$9.95M +260,176 +1,987%
FA
86
FDx Advisors
Illinois
$10.4M -$2.02M -52,704 -16%
FBB
87
Fulton Breakefield Broenniman
Maryland
$10.4M +$738K +19,314 +8%
SPC
88
Sigma Planning Corp
Michigan
$9.75M +$337K +8,823 +4%
SIAS
89
Shine Investment Advisory Services
Colorado
$9.71M +$431K +11,265 +5%
DG
90
Davidson & Garrard
Virginia
$9.58M -$373K -9,757 -4%
BAM
91
Brave Asset Management
New Jersey
$9.46M +$2.72M +71,015 +41%
BWAM
92
Boyd Watterson Asset Management
Ohio
$9.3M +$769K +20,119 +9%
SWP
93
Stratos Wealth Partners
Ohio
$9.3M -$61.4K -1,605 -0.7%
BCI
94
Brinker Capital Investments
Pennsylvania
$9.23M +$6.24M +163,152 +217%
AAM
95
Autus Asset Management
Arizona
$9.2M +$279K +7,288 +3%
KIA
96
KCM Investment Advisors
California
$9.15M -$180K -4,698 -2%
BWFA
97
Baltimore-Washington Financial Advisors
Maryland
$9.09M +$342K +8,947 +4%
TD Asset Management
98
TD Asset Management
Ontario, Canada
$9.06M +$6.77M +177,025 +310%
GWM
99
Geneos Wealth Management
Colorado
$8.32M +$1.25M +32,705 +18%
IAS
100
IMA Advisory Services
Colorado
$8.27M +$8.17M +213,661 New