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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
101
Regal Investment Advisors
Michigan
$11.3M +$1.92M +49,025 +20%
CCG
102
Chatham Capital Group
Georgia
$11.3M +$4.55M +116,000 +67%
AWM
103
AE Wealth Management
Kansas
$11.2M +$4.12M +104,921 +57%
SWIG
104
Strategic Wealth Investment Group
Kentucky
$11.1M +$1.73M +44,034 +18%
ASN
105
Advisory Services Network
Georgia
$10.9M +$815K +20,773 +8%
NCM
106
Northside Capital Management
Oregon
$10.6M -$10K -255 -0.1%
OMC
107
Overbrook Management Corp
New York
$10.5M -$55.5K -1,415 -0.5%
ST
108
Smithfield Trust
Pennsylvania
$10.2M -$54K -1,376 -0.5%
CS
109
Credit Suisse
Switzerland
$10.1M -$1.4M -35,609 -12%
Citigroup
110
Citigroup
New York
$10M -$6.65M -169,587 -40%
USCWA
111
U.S. Capital Wealth Advisors
Texas
$9.72M +$9.82M +250,441 New
SP
112
Symmetry Partners
Connecticut
$9.6M +$1.02M +25,932 +12%
LCM
113
Liberty Capital Management
Michigan
$9.39M +$4.35M +110,798 +84%
PGFC
114
Peapack-Gladstone Financial Corp
New Jersey
$9.31M +$1.39M +35,472 +17%
WCA
115
Westover Capital Advisors
Delaware
$9.18M +$248K +6,332 +3%
WA
116
WestEnd Advisors
North Carolina
$9.12M
MM
117
Main Management
California
$8.86M +$212K +5,414 +2%
NAM
118
NorthCoast Asset Management
Connecticut
$8.82M +$132K +3,375 +2%
MWA
119
Moser Wealth Advisors
Washington
$8.76M +$366K +9,341 +4%
MWM
120
MinichMacGregor Wealth Management
New York
$8.69M +$376K +9,580 +4%
APA
121
American Portfolios Advisors
New York
$8.65M +$3.21M +81,900 +58%
AAS
122
Annex Advisory Services
Wisconsin
$8.63M +$1.7M +43,452 +24%
AIA
123
Angeles Investment Advisors
California
$8.57M -$35.8M -913,208 -81%
WDA
124
Wendell David Associates
New Hampshire
$8.55M +$69.6K +1,775 +0.8%
AFS
125
Aft Forsyth & Sober
Florida
$8.53M -$9.81K -250 -0.1%