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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
726
Simplex Trading
Illinois
-$1.91M -55,884 Closed
FI
727
FormulaFolio Investments
Michigan
-$1.7M -45,719 Closed
PWAG
728
Polaris Wealth Advisory Group
California
-$1.3M -38,079 Closed
QFA
729
Quattro Financial Advisors
Texas
-$1.3M -36,659 Closed
Citadel Advisors
730
Citadel Advisors
Florida
-$1.16M -32,221 Closed
CIM
731
Corda Investment Management
Texas
-$1.08M -31,643 Closed
SW
732
SlateStone Wealth
Florida
-$1.01M -29,604 Closed
HF
733
HRT Financial
New York
-$1.01M -29,522 Closed
BKA
734
Brick & Kyle Associates
Pennsylvania
-$969K -28,316 Closed
Koshinski Asset Management
735
Koshinski Asset Management
Illinois
-$942K -27,534 Closed
BAM
736
Belpointe Asset Management
Nevada
-$934K -27,284 Closed
DIA
737
Dana Investment Advisors
Wisconsin
-$799K -23,345 Closed
Allianz Asset Management
738
Allianz Asset Management
Germany
-$725K -21,184 Closed
TWM
739
TLW Wealth Management
Florida
-$661K -19,317 Closed
PPA
740
Parametric Portfolio Associates
Washington
-$656K -19,172 Closed
GFP
741
Gryphon Financial Partners
Ohio
-$636K -16,771 Closed
QAM
742
Questar Asset Management
Minnesota
-$520K -15,201 Closed
B
743
Bellecapital
Switzerland
-$494K -14,440 Closed
CCM
744
Canal Capital Management
Virginia
-$493K -14,412 Closed
CLOS
745
Compagnie Lombard Odier SCmA
Switzerland
-$491K -14,350 Closed
IA
746
IndexIQ Advisors
New York
-$414K -12,099 Closed
HCM
747
Hollencrest Capital Management
California
-$377K -11,004 Closed
CBFP
748
Cedar Brook Financial Partners
Ohio
-$324K -9,477 Closed
CIA
749
Capital Investment Advisors
Georgia
-$316K -9,223 Closed
RWA
750
Ropes Wealth Advisors
Massachusetts
-$300K -8,759 Closed