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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
76
Citigroup
New York
$9.62M -$4.87M -156,638 -33%
Creative Planning
77
Creative Planning
Kansas
$9.35M -$1.77M -56,998 -16%
SFG
78
Sowa Financial Group
Rhode Island
$9.35M -$62.2K -2,001 -0.6%
Mercer Global Advisors
79
Mercer Global Advisors
Colorado
$9.13M -$1.2M -38,616 -11%
CAM
80
Cresset Asset Management
Illinois
$9.01M +$8.51M +273,688 +1,269%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$8.91M +$1.6M +51,454 +21%
ANTB
82
AMG National Trust Bank
Colorado
$8.58M -$1.78M -57,313 -17%
PFA
83
Pure Financial Advisors
California
$8.56M +$666K +21,402 +8%
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$8.52M -$670K -21,526 -7%
BI
85
Ballast Inc
Kentucky
$8.27M +$8.14M +261,592 +2,816%
GWM
86
GDS Wealth Management
Texas
$8.12M +$8.27M +265,873 New
AAS
87
Avantax Advisory Services
Texas
$8.11M -$869K -27,936 -10%
PGFC
88
Peapack-Gladstone Financial Corp
New Jersey
$8M +$1.07M +34,360 +15%
CS
89
Credit Suisse
Switzerland
$7.97M -$467K -15,000 -5%
AllianceBernstein
90
AllianceBernstein
Tennessee
$7.95M -$330K -10,615 -4%
SFP
91
Shepherd Financial Partners
Massachusetts
$7.64M -$97.3K -3,128 -1%
CCMG
92
Clark Capital Management Group
Pennsylvania
$7.58M -$145K -4,677 -2%
BWFA
93
Baltimore-Washington Financial Advisors
Maryland
$7.57M -$1.48M -47,623 -16%
ZIM
94
Zacks Investment Management
Illinois
$7.39M +$6.67M +214,384 +775%
FSC
95
Full Sail Capital
Oklahoma
$7.37M +$172K +5,533 +2%
PAS
96
Park Avenue Securities
New York
$7.25M +$78.4K +2,521 +1%
GL
97
Graypoint LLC
New York
$7.22M -$101K -3,244 -1%
SWP
98
Stratos Wealth Partners
Ohio
$7.17M +$4.11M +132,187 +129%
HNB
99
Huntington National Bank
Ohio
$7.04M – – –
MWA
100
Moser Wealth Advisors
Washington
$6.98M -$92.9K -2,986 -1%