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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
151
Howard Capital Management
Georgia
$6.23M +$4.95M +132,603 +453%
SAMT
152
Select Asset Management & Trust
Pennsylvania
$6.19M +$6.01M +160,727 New
SWIG
153
Strategic Wealth Investment Group
Kentucky
$6.18M +$974K +26,079 +19%
AWS
154
Arkfeld Wealth Strategies
Nebraska
$6.09M -$2.24K -60 -0%
GWM
155
Geneos Wealth Management
Colorado
$6.01M +$2.53M +67,778 +46%
PIA
156
Powell Investment Advisors
Florida
$5.99M +$77.9K +2,084 +1%
OIA
157
OneDigital Investment Advisors
Kansas
$5.98M -$1.43M -38,394 -20%
BCWM
158
Bartlett & Co Wealth Management
Ohio
$5.97M +$369K +9,875 +7%
BC
159
Bartlett & Co
Ohio
$5.97M +$369K +9,875 +7%
Schroder Investment Management Group
160
Schroder Investment Management Group
United Kingdom
$5.96M +$5.79M +154,882 New
PGFC
161
Peapack-Gladstone Financial Corp
New Jersey
$5.95M +$985K +26,374 +21%
Bank of Nova Scotia
162
Bank of Nova Scotia
Ontario, Canada
$5.78M +$5.61M +150,013 New
IWA
163
IBEX Wealth Advisors
New Jersey
$5.7M +$201K +5,370 +4%
MBT
164
Montecito Bank & Trust
California
$5.69M +$530K +14,188 +11%
SDAM
165
Shulman DeMeo Asset Management
New York
$5.62M -$149K -3,975 -3%
ISWM
166
Independent Solutions Wealth Management
New York
$5.53M +$857K +22,930 +19%
BFC
167
Blue Fin Capital
Rhode Island
$5.52M +$324K +8,678 +6%
SIAP
168
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.44M +$216K +5,773 +4%
KOMWMG
169
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$5.43M +$48.4K +1,294 +0.9%
ACM
170
Ascendant Capital Management
California
$5.37M +$5.21M +139,500 New
RBFC
171
Roman Butler Fullerton & Co
Missouri
$5.29M +$16.5K +441 +0.3%
PFS
172
Prospera Financial Services
Texas
$5.22M +$4.82M +129,128 +2,042%
JGIA
173
Jackson Grant Investment Advisers
Connecticut
$5.08M +$12.3K +329 +0.3%
SWP
174
Stratos Wealth Partners
Ohio
$5.03M -$34K -910 -0.7%
Fiera Capital (Canada)
175
Fiera Capital (Canada)
Quebec, Canada
$4.98M -$43.3K -1,160 -0.9%