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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GW
201
GW & Wade
Massachusetts
$2.62M -$1.32M -36,785 -34%
APA
202
American Portfolios Advisors
New York
$2.6M -$22.5K -625 -0.9%
CWG
203
Cornerstone Wealth Group
North Carolina
$2.58M +$2.54M +70,728 New
William Blair & Company
204
William Blair & Company
Illinois
$2.58M -$81.5K -2,269 -3%
RBFC
205
Roman Butler Fullerton & Co
Missouri
$2.58M +$1.04M +28,998 +70%
APP
206
Avantax Planning Partners
Iowa
$2.57M -$10.7M -298,995 -81%
FIM
207
Freedom Investment Management
Connecticut
$2.57M +$615K +17,113 +32%
PHS
208
Pekin Hardy Strauss
Illinois
$2.5M -$226K -6,284 -8%
QIM
209
Quest Investment Management
Oregon
$2.34M -$13.4K -372 -0.6%
SFP
210
Shepherd Financial Partners
Massachusetts
$2.27M +$41.1K +1,143 +2%
DBIA
211
Dumont & Blake Investment Advisors
New Jersey
$2.25M +$78K +2,172 +4%
KWM
212
Kingsview Wealth Management
Oregon
$2.25M +$738K +20,535 +50%
TA
213
TFG Advisers
Michigan
$2.24M -$2.37K -66 -0.1%
CIBC Private Wealth Group
214
CIBC Private Wealth Group
Georgia
$2.22M +$398K +11,065 +22%
WS
215
Wedbush Securities
California
$2.19M +$93.5K +2,603 +5%
LPIC
216
LeJeune Puetz Investment Counsel
Michigan
$2.19M -$35.6K -992 -2%
RT
217
Rockland Trust
Massachusetts
$2.19M +$158K +4,397 +8%
JIP
218
Jaffetilchin Investment Partners
Florida
$2.18M -$25.8K -719 -1%
JWBC
219
J.W. Burns & Co
New York
$2.17M +$28.4K +791 +1%
CCP
220
Corient Capital Partners
California
$2.17M – – –
CWM
221
Cordatus Wealth Management
Pennsylvania
$2.16M +$2.12M +59,133 New
DWM
222
Destination Wealth Management
California
$2.15M +$176K +4,895 +9%
AF
223
Allworth Financial
California
$2.13M -$343K -9,547 -14%
RIA
224
Realta Investment Advisors
Delaware
$2.12M +$2.08M +57,972 New
Mirae Asset Global Investments
225
Mirae Asset Global Investments
South Korea
$2.12M -$1.93M -53,718 -48%