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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCPWM
76
Traverso Chambers Private Wealth Management
California
$10.9M +$4.96M +148,075 +75%
Cerity Partners
77
Cerity Partners
New York
$10.8M +$7.22M +215,398 +171%
ANTB
78
AMG National Trust Bank
Colorado
$10.7M +$655K +19,532 +6%
Mercer Global Advisors
79
Mercer Global Advisors
Colorado
$10.7M -$728K -21,717 -6%
MMA
80
Miracle Mile Advisors
California
$10.6M -$4.45M -132,619 -28%
JIP
81
Jaffetilchin Investment Partners
Florida
$10.2M +$533K +15,902 +5%
SFG
82
Sowa Financial Group
Rhode Island
$9.76M -$21.6K -645 -0.2%
BWFA
83
Baltimore-Washington Financial Advisors
Maryland
$9.53M -$1.3M -38,822 -12%
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$9.52M -$918K -27,383 -8%
AAS
85
Avantax Advisory Services
Texas
$9.3M -$687K -20,494 -7%
TPW
86
Tiller Private Wealth
Pennsylvania
$9.22M +$40.2K +1,200 +0.4%
FWP
87
Falcon Wealth Planning
California
$8.83M +$411K +12,273 +5%
CS
88
Credit Suisse
Switzerland
$8.74M +$513K +15,300 +6%
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$8.7M -$3.95M -117,762 -30%
AllianceBernstein
90
AllianceBernstein
Tennessee
$8.59M +$292K +8,703 +3%
PFA
91
Pure Financial Advisors
California
$8.2M +$740K +22,065 +9%
SFP
92
Shepherd Financial Partners
Massachusetts
$8.03M -$4.59M -136,838 -35%
CCG
93
Chatham Capital Group
Georgia
$8.03M -$395K -11,795 -4%
CCMG
94
Clark Capital Management Group
Pennsylvania
$8.02M +$8.48M +253,087 New
OSNBOA
95
Old Second National Bank of Aurora
Illinois
$7.94M -$149K -4,453 -2%
HCM
96
HMS Capital Management
Tennessee
$7.75M -$278K -8,303 -3%
HNB
97
Huntington National Bank
Ohio
$7.66M – – –
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$7.61M +$3.49M +104,035 +76%
GL
99
Graypoint LLC
New York
$7.59M +$443K +13,225 +6%
PAG
100
Private Advisor Group
New Jersey
$7.56M -$9.49M -282,976 -54%