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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWMIA
776
Global Wealth Management Investment Advisory
Florida
$3K -$11.6K -323 -80%
LF
777
Lee Financial
Texas
$3K – – –
RWA
778
Ropes Wealth Advisors
Massachusetts
$3K +$3.23K +90 New
CI
779
CX Institutional
Indiana
$3K +$3.26K +91 New
FIA
780
FNY Investment Advisers
New York
$3K +$3.59K +100 New
KFS
781
Kelly Financial Services
Massachusetts
$2.87K – – –
LWANC
782
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K -$21.5K -600 -90%
HFS
783
HBC Financial Services
Washington
$2K – – –
IRC
784
Investors Research Corp
Georgia
$2K – – –
LPWM
785
Lake Point Wealth Management
Texas
$2K – – –
CAGAS
786
Capital Advisory Group Advisory Services
Minnesota
$1K -$7.64K -213 -91%
SFA
787
Semmax Financial Advisors
North Carolina
$1K – – –
BHWM
788
Bay Harbor Wealth Management
Maryland
$1K +$1.04K +29 New
WIM
789
Westside Investment Management
California
$269 +$304K +8,471 New
GC
790
Grimes & Company
Massachusetts
– -$74.5M -1,981,505 Closed
PWAG
791
Polaris Wealth Advisory Group
California
– -$44.1M -1,161,193 Closed
Jane Street
792
Jane Street
New York
– -$38.2M -1,065,094 Closed
Mackenzie Financial
793
Mackenzie Financial
Ontario, Canada
– -$26M -691,654 Closed
RC
794
Randolph Company
Ohio
– -$18.9M -503,002 Closed
PI
795
PFS Investments
Georgia
– -$15.8M -420,196 Closed
Barclays
796
Barclays
United Kingdom
– -$14.2M -378,131 Closed
SAS
797
Sage Advisory Services
Texas
– -$12.7M -337,408 Closed
Millennium Management
798
Millennium Management
New York
– -$9.16M -243,572 Closed
FM
799
Family Management
New York
– -$5.91M -157,183 Closed
CAM
800
Congress Asset Management
Massachusetts
– -$5.28M -140,433 Closed