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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BMM
726
Berkshire Money Management
Massachusetts
-$249K -6,631 Closed
GBT
727
Grove Bank & Trust
Florida
-$244K -6,500 Closed
NWP
728
Northstar Wealth Partners
Connecticut
-$240K -6,402 Closed
CAG
729
Csenge Advisory Group
Florida
-$240K -6,397 Closed
CS
730
Comerica Securities
Michigan
-$233K -6,198 Closed
CA
731
Clearstead Advisors
Ohio
-$229K -6,090 Closed
SB
732
Simmons Bank
Arkansas
-$228K -6,060 Closed
TPW
733
Tiller Private Wealth
Pennsylvania
-$227K -6,051 Closed
FIM
734
Fernwood Investment Management
Massachusetts
-$217K -5,769 Closed
FCAG
735
First Capital Advisors Group
New Jersey
-$213K -5,668 Closed
PWMAG
736
Pinnacle Wealth Management Advisory Group
New Jersey
-$211K -5,622 Closed
IWM
737
IHT Wealth Management
Illinois
-$182K -4,876 Closed
SG Americas Securities
738
SG Americas Securities
New York
-$122K -3,240 Closed
WAS
739
WESPAC Advisors SoCal
California
-$100K -2,685 Closed
FBC
740
Fairfield, Bush & Co
Connecticut
-$90K -2,400 Closed
KF
741
Krilogy Financial
Missouri
-$81K -2,168 Closed
IIC
742
Integrated Investment Consultants
Michigan
-$59K -1,569 Closed
NCM
743
Nelson Capital Management
California
-$54K -1,450 Closed
SP
744
SWS Partners
Ohio
-$44K -1,170 Closed
RFWA
745
RPg Family Wealth Advisory
Massachusetts
-$39K -1,038 Closed
SSB
746
Sandy Spring Bank
Maryland
-$38K -1,000 Closed
MSFP
747
Mark Sheptoff Financial Planning
Connecticut
-$19K -500 Closed
PS
748
Portfolio Solutions
Michigan
-$11K -304 Closed
ECM
749
Exchange Capital Management
Michigan
-$10K -275 Closed
SWA
750
Sutton Wealth Advisors
Florida
-$9.95K -265 Closed