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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
101
HMS Capital Management
Tennessee
$8.32M +$157K +4,635 +2%
CIBC Private Wealth Group
102
CIBC Private Wealth Group
Georgia
$8.17M -$671K -19,814 -7%
ST
103
Spinnaker Trust
Maine
$7.95M +$8.18M +241,765 New
Cetera Investment Advisers
104
Cetera Investment Advisers
Illinois
$7.83M +$671K +19,814 +9%
FLPIM
105
F.L. Putnam Investment Management
Massachusetts
$7.81M +$7.3M +215,809 +999%
PFA
106
Pure Financial Advisors
California
$7.79M +$704K +20,795 +10%
MWA
107
Moser Wealth Advisors
Washington
$7.71M +$19.3K +570 +0.2%
PGFC
108
Peapack-Gladstone Financial Corp
New Jersey
$7.63M -$604K -17,861 -7%
NCM
109
Northside Capital Management
Oregon
$7.51M -$230K -6,799 -3%
PAS
110
Park Avenue Securities
New York
$7.48M +$1.12M +33,069 +17%
LCM
111
Liberty Capital Management
Michigan
$7.45M -$697K -20,592 -8%
GL
112
Graypoint LLC
New York
$7.45M +$2.38M +70,219 +45%
GCA
113
Greenwood Capital Associates
South Carolina
$7.37M +$629K +18,590 +9%
WDA
114
Wendell David Associates
New Hampshire
$7.37M -$97.3K -2,875 -1%
K
115
Kemper
Illinois
$7.12M – – –
FAP
116
Financial Advisory Partners
Florida
$7.08M -$442K -13,060 -6%
GFG
117
Greystone Financial Group
Michigan
$7.04M -$1.8M -53,143 -20%
ASN
118
Advisory Services Network
Georgia
$7.04M -$831K -24,545 -10%
GWM
119
Geneos Wealth Management
Colorado
$7.04M +$666K +19,669 +10%
AWM
120
AE Wealth Management
Kansas
$6.89M +$1.97M +58,302 +39%
Schroder Investment Management Group
121
Schroder Investment Management Group
United Kingdom
$6.8M – – –
Wealth Enhancement Advisory Services
122
Wealth Enhancement Advisory Services
Minnesota
$6.66M -$3.93M -116,022 -37%
CAM
123
Congress Asset Management
Massachusetts
$6.63M +$79K +2,333 +1%
DWM
124
Dakota Wealth Management
Florida
$6.54M -$2.32M -68,555 -26%
FW
125
FirstPurpose Wealth
Utah
$6.49M -$302K -8,918 -4%