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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
151
Sagace Wealth Management
Florida
$4.35M +$622K +19,797 +17%
EH
152
Equitable Holdings
New York
$4.33M +$158K +5,039 +4%
CIBC Private Wealth Group
153
CIBC Private Wealth Group
Georgia
$4.32M -$562K -17,864 -12%
CCA
154
Checchi Capital Advisers
California
$4.3M +$251K +7,997 +6%
OFA
155
Oak Family Advisors
Illinois
$4.29M +$4.27M +135,760 New
WAS
156
Wealth Advisory Solutions
Indiana
$4.21M +$24.5K +778 +0.6%
OC
157
Oppenheimer & Co
New York
$4.11M -$392K -12,476 -9%
CIM
158
Cambria Investment Management
California
$4.1M +$4.1M +130,416 New
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$4.01M -$13.7K -436 -0.3%
COA
160
Crown Oak Advisors
California
$3.99M
CB
161
Community Bank
New York
$3.99M +$92.1K +2,928 +2%
GRP
162
Global Retirement Partners
California
$3.98M -$48.4K -1,540 -1%
Kovitz Investment Group Partners
163
Kovitz Investment Group Partners
Illinois
$3.95M +$119K +3,797 +3%
PA
164
Perennial Advisors
New York
$3.88M +$33.2K +1,056 +0.9%
CFMC
165
Curbstone Financial Management Corp
New Hampshire
$3.82M +$18.9K +600 +0.5%
WCM
166
Winthrop Capital Management
Indiana
$3.81M -$180K -5,739 -5%
SDAM
167
Shulman DeMeo Asset Management
New York
$3.73M -$3.87K -123 -0.1%
Schroder Investment Management Group
168
Schroder Investment Management Group
United Kingdom
$3.67M -$586K -18,627 -14%
SF
169
Summit Financial
New Jersey
$3.66M +$355K +11,288 +11%
IPW
170
Invictus Private Wealth
Colorado
$3.64M +$244K +7,775 +7%
EHAM
171
Eagle Harbor Asset Management
Washington
$3.63M +$26.9K +855 +0.8%
FAT
172
First American Trust
California
$3.61M -$1.94M -61,609 -35%
RA
173
RFG Advisory
Alabama
$3.59M -$1.22M -38,920 -26%
PA
174
Parallel Advisors
California
$3.58M -$123K -3,898 -3%
RIL
175
Rothschild Investment LLC
Illinois
$3.57M -$320K -10,182 -8%