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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RPG
101
Risk Paradigm Group
Texas
$6.16M +$493K +15,742 +8%
Goldman Sachs
102
Goldman Sachs
New York
$6.07M +$1.17M +37,440 +23%
AssetMark Inc
103
AssetMark Inc
California
$6.01M +$454K +14,495 +8%
BFC
104
Blue Fin Capital
Rhode Island
$5.95M +$411K +13,116 +7%
FFS
105
Fortress Financial Solutions
Arizona
$5.85M +$250K +7,993 +4%
ZIM
106
Zacks Investment Management
Illinois
$5.84M -$14.7M -469,794 -71%
BPA
107
Beacon Pointe Advisors
California
$5.84M +$531K +16,972 +10%
IFG
108
Independent Financial Group
California
$5.81M +$131K +4,191 +2%
KTC
109
Kentucky Trust Company
Kentucky
$5.77M +$9.68K +309 +0.2%
PWM
110
Paulson Wealth Management
Illinois
$5.76M +$475K +15,182 +9%
KAM
111
Knightsbridge Asset Management
California
$5.74M +$494K +15,779 +9%
TWM
112
Tanager Wealth Management
United Kingdom
$5.66M -$627K -20,015 -10%
AllianceBernstein
113
AllianceBernstein
Tennessee
$5.65M -$95.6K -3,052 -2%
ALC
114
Alexander Labrunerie & Co
Missouri
$5.63M -$11.2K -358 -0.2%
BHWA
115
Beacon Harbor Wealth Advisors
Virginia
$5.61M +$503K +16,065 +10%
AGA
116
Arch Global Advisors
New York
$5.48M +$5.66M +180,811 New
IWC
117
Integrated Wealth Concepts
Massachusetts
$5.43M +$5.14M +164,145 +1,093%
QIM
118
Quest Investment Management
Oregon
$5.37M
IRC
119
Investors Research Corp
Georgia
$5.29M +$410K +13,083 +8%
BCM
120
Brookstone Capital Management
Illinois
$5.29M +$17.2K +548 +0.3%
Creative Planning
121
Creative Planning
Kansas
$5.23M +$727K +23,207 +16%
EWA
122
Exencial Wealth Advisors
Oklahoma
$5.17M +$38.7K +1,236 +0.7%
BAM
123
BOS Asset Management
Illinois
$5.06M -$25K -798 -0.5%
CF
124
Centaurus Financial
California
$4.97M +$241K +7,711 +5%
OC
125
Oppenheimer & Co
New York
$4.61M -$431K -13,778 -8%