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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$803M +$36.6M +1,122,354 +5%
Morgan Stanley
2
Morgan Stanley
New York
$517M +$34.2M +1,048,048 +7%
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$352M -$6.96K -213 -2%
Wells Fargo
4
Wells Fargo
California
$322M +$39.6M +1,213,218 +13%
LPL Financial
5
LPL Financial
California
$266M +$41.7M +1,278,144 +18%
UBS Group
6
UBS Group
Switzerland
$185M +$274K +8,381 +0.1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$153M +$2.69M +82,455 +2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$151M -$1.25M -38,341 -0.8%
Mariner
9
Mariner
Kansas
$114M +$2.79M +85,318 +2%
BlackRock
10
BlackRock
New York
$83.3M -$14.3M -437,090 -14%
Raymond James Financial
11
Raymond James Financial
Florida
$75.8M +$78.7M +2,409,945 New
Ameriprise
12
Ameriprise
Minnesota
$72.4M -$5.06M -154,937 -6%
US Bancorp
13
US Bancorp
Minnesota
$70.5M -$988K -30,259 -1%
JP Morgan Chase
14
JP Morgan Chase
New York
$65.1M +$20.2M +617,709 +42%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$63.5M -$943K -28,871 -1%
CCWA
16
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$56.5M +$4.14M +126,908 +8%
Truist Financial
17
Truist Financial
North Carolina
$55.3M +$750K +22,958 +1%
Charles Schwab
18
Charles Schwab
California
$53.7M +$2.26M +69,108 +4%
FIB
19
First Interstate Bank
Montana
$52.6M +$751K +22,997 +1%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$49.4M +$10.9M +334,544 +27%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$48.9M +$2.95M +90,356 +6%
Deutsche Bank
22
Deutsche Bank
Germany
$48.9M -$4.9K -150 -0%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$46.2M -$2.42M -73,970 -5%
HCM
24
Hilton Capital Management
New York
$43.2M -$2.35M -71,948 -5%
EWM
25
Edge Wealth Management
New York
$41M -$808K -24,739 -2%