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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BHWA
126
Beacon Harbor Wealth Advisors
Virginia
$5.76M +$307K +9,746 +5%
IFG
127
Independent Financial Group
California
$5.76M -$194K -6,147 -3%
CL
128
CIM LLC
New York
$5.64M +$3.37M +106,821 +140%
KTC
129
Kentucky Trust Company
Kentucky
$5.54M +$188K +5,954 +3%
KAM
130
Knightsbridge Asset Management
California
$5.5M +$2.15M +68,052 +61%
RIS
131
Richmond Investment Services
Wisconsin
$5.45M +$558K +17,713 +11%
QIM
132
Quest Investment Management
Oregon
$5.44M
BCM
133
Brookstone Capital Management
Illinois
$5.4M -$455K -14,430 -8%
RFWA
134
RPg Family Wealth Advisory
Massachusetts
$5.36M +$94.3K +2,992 +2%
EWA
135
Exencial Wealth Advisors
Oklahoma
$5.34M -$102K -3,221 -2%
AssetMark Inc
136
AssetMark Inc
California
$5.24M -$182K -5,772 -3%
FAT
137
First American Trust
California
$5.23M +$658K +20,859 +14%
CA
138
Crewe Advisors
Utah
$5.16M -$189K -5,988 -3%
FAP
139
Financial Advisory Partners
Florida
$5.13M -$59.6K -1,889 -1%
BFC
140
Blue Fin Capital
Rhode Island
$5.12M +$13.6K +432 +0.3%
BAM
141
BOS Asset Management
Illinois
$5.09M -$3.09K -98 -0.1%
JGIA
142
Jackson Grant Investment Advisers
Connecticut
$5.06M +$290K +9,189 +6%
RIL
143
Rothschild Investment LLC
Illinois
$5.05M -$908K -28,813 -15%
ES
144
Eagle Strategies
New York
$5.04M +$388K +12,307 +8%
IFPG
145
Intrepid Financial Planning Group
Indiana
$5M -$86K -2,727 -2%
GCM
146
Glaxis Capital Management
Florida
$4.98M +$820K +26,000 +19%
FFS
147
Fortress Financial Solutions
Arizona
$4.93M +$1.28M +40,478 +34%
SAM
148
SP Asset Management
California
$4.92M -$2.98M -94,403 -37%
GWM
149
Geneos Wealth Management
Colorado
$4.87M +$2.57M +81,509 +106%
XF
150
XML Financial
Maryland
$4.83M +$261K +8,272 +6%