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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFP
101
Shepherd Financial Partners
Massachusetts
$6.91M +$4.59M +125,324 +202%
SPC
102
Sigma Planning Corp
Michigan
$6.79M -$221K -6,036 -3%
LFAS
103
Level Four Advisory Services
Texas
$6.62M +$177K +4,835 +3%
Franklin Resources
104
Franklin Resources
California
$6.29M +$310K +8,459 +5%
OIA
105
OneDigital Investment Advisors
Kansas
$5.88M -$1.03M -28,234 -15%
MBTD
106
Mechanics Bank - Trust Department
California
$5.87M -$187K -5,092 -3%
BCM
107
Brookstone Capital Management
Illinois
$5.82M -$483K -13,192 -8%
WDA
108
Wendell David Associates
New Hampshire
$5.77M +$69.6K +1,900 +1%
SDAM
109
Shulman DeMeo Asset Management
New York
$5.7M +$78.4K +2,141 +1%
LFPWM
110
Leicht Financial Planning & Wealth Management
New Jersey
$5.63M +$429K +11,718 +8%
FAAS
111
First Allied Advisory Services
California
$5.61M -$392K -10,689 -7%
PCM
112
Palouse Capital Management
Washington
$5.61M +$273K +7,447 +5%
DWM
113
Dakota Wealth Management
Florida
$5.58M -$14.3K -389 -0.3%
FNT
114
First National Trust
Pennsylvania
$5.52M -$337K -9,196 -6%
BCA
115
Biltmore Capital Advisors
New Jersey
$5.51M -$255K -6,947 -4%
ClearBridge Investments
116
ClearBridge Investments
New York
$5.45M +$238K +6,500 +5%
MWP
117
MYCIO Wealth Partners
Pennsylvania
$5.34M -$211K -5,762 -4%
FIM
118
Foresters Investment Management
New York
$5.32M
SWP
119
Stratos Wealth Partners
Ohio
$5.19M +$40.7K +1,111 +0.8%
IAS
120
IMA Advisory Services
Colorado
$5.17M +$155K +4,222 +3%
OMC
121
Old Mission Capital
Illinois
$5.17M +$5.14M +140,304 New
CWS
122
Cypress Wealth Services
California
$5.15M +$157K +4,287 +3%
BFC
123
Blue Fin Capital
Rhode Island
$5.08M +$651K +17,761 +15%
Asset Management One
124
Asset Management One
Japan
$5.06M -$487K -13,300 -9%
PIMG
125
Patriot Investment Management Group
Tennessee
$5.06M -$193K -5,266 -4%