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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
101
Kovitz Investment Group Partners
Illinois
$7.52M +$496K +15,402 +7%
PGFC
102
Peapack-Gladstone Financial Corp
New Jersey
$7.38M -$16.2K -502 -0.2%
MFIM
103
Mesirow Financial Investment Management
Illinois
$7.38M +$181K +5,612 +3%
SP
104
Stablepoint Partners
Massachusetts
$7.24M +$204K +6,329 +3%
Balyasny Asset Management
105
Balyasny Asset Management
Illinois
$7.24M +$4.67M +145,230 +200%
MWA
106
Moser Wealth Advisors
Washington
$7.17M +$52.6K +1,633 +0.8%
DADC
107
D.A. Davidson & Co
Montana
$7.14M +$40.7K +1,264 +0.6%
RIL
108
Rothschild Investment LLC
Illinois
$7.08M -$134K -4,151 -2%
SIA
109
SeaBridge Investment Advisors
New Jersey
$6.82M +$57.9K +1,798 +0.9%
SFG
110
Sowa Financial Group
Rhode Island
$6.75M -$586K -18,214 -8%
Creative Planning
111
Creative Planning
Kansas
$6.5M -$144K -4,485 -2%
AWM
112
Angeles Wealth Management
California
$6.48M -$1.52M -47,225 -20%
CCM
113
Crabel Capital Management
California
$6.39M +$4.67M +145,178 +308%
DAS
114
Dynamic Advisor Solutions
Arizona
$6.39M +$47.4K +1,474 +0.8%
CWM
115
Congress Wealth Management
Massachusetts
$6.25M -$195K -6,065 -3%
IFG
116
Independent Financial Group
California
$6.16M +$360K +11,201 +6%
PAS
117
Park Avenue Securities
New York
$6.15M -$1.24M -38,556 -17%
EWA
118
Exencial Wealth Advisors
Oklahoma
$6.1M -$319K -9,922 -5%
Capstone Investment Advisors
119
Capstone Investment Advisors
New York
$6.09M +$837K +26,000 +17%
DLCIG
120
D.L. Carlson Investment Group
New Hampshire
$6.02M +$491K +15,247 +9%
FAP
121
Financial Advisory Partners
Florida
$5.96M -$174K -5,405 -3%
RFWA
122
RPg Family Wealth Advisory
Massachusetts
$5.96M +$403K +12,521 +8%
QIM
123
Quest Investment Management
Oregon
$5.9M
CA
124
Crewe Advisors
Utah
$5.87M -$485K -15,067 -8%
AssetMark Inc
125
AssetMark Inc
California
$5.85M -$170K -5,293 -3%