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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFC
151
Blue Fin Capital
Rhode Island
$5.85M +$348K +9,187 +6%
PIA
152
Powell Investment Advisors
Florida
$5.8M -$165K -4,343 -3%
DWM
153
Dakota Wealth Management
Florida
$5.79M +$1.19M +31,371 +26%
TA
154
TrueWealth Advisors
Alabama
$5.75M +$5.64M +148,801 New
JGIA
155
Jackson Grant Investment Advisers
Connecticut
$5.71M +$638K +16,831 +13%
CCG
156
Chatham Capital Group
Georgia
$5.58M +$2.02M +53,140 +58%
SDAM
157
Shulman DeMeo Asset Management
New York
$5.56M -$39.7K -1,046 -0.7%
KOMWMG
158
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$5.45M +$34.9K +920 +0.7%
RFA
159
Reilly Financial Advisors
California
$5.43M +$2.26M +59,520 +73%
BCWM
160
Bartlett & Co Wealth Management
Ohio
$5.42M -$524K -13,826 -9%
BC
161
Bartlett & Co
Ohio
$5.42M -$524K -13,826 -9%
SPIA
162
Steward Partners Investment Advisory
New York
$5.37M -$4.03M -106,204 -43%
GWAM
163
Guardian Wealth Advisors (Minnesota)
Minnesota
$5.36M +$419K +11,037 +9%
Fiera Capital (Canada)
164
Fiera Capital (Canada)
Quebec, Canada
$5.27M +$301K +7,930 +6%
SWM
165
Spire Wealth Management
Virginia
$5.21M +$4.85M +127,872 New
IWA
166
IBEX Wealth Advisors
New Jersey
$5.09M -$589K -15,533 -10%
RA
167
RFG Advisory
Alabama
$5.07M +$481K +12,692 +11%
RBFC
168
Roman Butler Fullerton & Co
Missouri
$5.04M -$296K -7,816 -6%
APA
169
American Portfolios Advisors
New York
$5.03M +$242K +6,389 +5%
SIAP
170
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.97M -$442K -11,658 -8%
Schroder Investment Management Group
171
Schroder Investment Management Group
United Kingdom
$4.94M -$991K -26,119 -17%
APWA
172
Atlas Private Wealth Advisors
New Jersey
$4.94M +$750K +19,775 +18%
Susquehanna International Group
173
Susquehanna International Group
Pennsylvania
$4.85M +$4.47M +117,874 +1,391%
CFMC
174
Curbstone Financial Management Corp
New Hampshire
$4.84M +$581K +15,320 +14%
SWP
175
Stratos Wealth Partners
Ohio
$4.83M -$187K -4,922 -4%