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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
601
Hudock Inc
Pennsylvania
$11K – – –
PAI
602
Pittenger & Anderson Inc
Nebraska
$11K – – –
CAL
603
Capital Analysts LLC
Pennsylvania
$10K – – –
TDC
604
Thompson Davis & Co
Virginia
$9K – – –
YWP
605
YorkBridge Wealth Partners
New York
$9K +$8.85K +233 New
PK
606
Pflug Koory
Nebraska
$6K +$4.83K +127 New
LWM
607
Lenox Wealth Management
Ohio
$4K – – –
LF
608
Lee Financial
Texas
$4K +$3.8K +100 New
CPA
609
Clear Perspective Advisors
Illinois
$2K +$2.09K +55 New
AIA
610
Armor Investment Advisors
North Carolina
$1K +$646 +17 New
UIC
611
Uniplan Investment Counsel
Wisconsin
– -$22.2M -562,492 Closed
NEIRG
612
New England Investment & Retirement Group
Massachusetts
– -$7.83M -198,132 Closed
GIM
613
Guild Investment Management
California
– -$6.8M -172,290 Closed
KCM
614
Karp Capital Management
California
– -$5.61M -142,010 Closed
MCM
615
Murphy Capital Management
New Jersey
– -$4.75M -120,325 Closed
Millennium Management
616
Millennium Management
New York
– -$3.39M -85,816 Closed
SAM
617
Smithbridge Asset Management
Pennsylvania
– -$3.27M -82,650 Closed
CIM
618
Cetera Investment Management
California
– -$2.7M -68,319 Closed
AG
619
Appleton Group
Wisconsin
– -$2.07M -52,442 Closed
SRCM
620
Swift Run Capital Management
Virginia
– -$1.98M -50,000 Closed
YMRC
621
Yorktown Management & Research Company
Virginia
– -$1.98M -50,000 Closed
QA
622
Quantitative Advantage
Minnesota
– -$1.94M -49,009 Closed
HIM
623
Hutchens Investment Management
New Hampshire
– -$1.7M -43,160 Closed
PP
624
Prudential plc
United Kingdom
– -$1.53M -38,650 Closed
CCT
625
Country Club Trust
Missouri
– -$1.41M -35,687 Closed