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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MI
801
Markston International
New York
$7K – – –
AA
802
Advisory Alpha
Michigan
$6K -$236K -6,547 -98%
HDIM
803
Hanson & Doremus Investment Management
Vermont
$6K – – –
MAM
804
Meeder Asset Management
Ohio
$6K – – –
WA
805
WestEnd Advisors
North Carolina
$5.14K +$288 +8 +6%
PCA
806
Providence Capital Advisors
North Carolina
$5K -$540 -15 -10%
TFA
807
Toth Financial Advisory
Virginia
$5K – – –
CHAM
808
Clear Harbor Asset Management
Connecticut
$4.19K +$4.14K +115 New
EI
809
Ellevest Inc
New York
$4K +$4.39K +122 New
KFS
810
Kelly Financial Services
Massachusetts
$3.28K – – –
IRC
811
Investors Research Corp
Georgia
$3K – – –
SFA
812
Semmax Financial Advisors
North Carolina
$2K – – –
GWMIA
813
Global Wealth Management Investment Advisory
Florida
$1K -$2.09K -58 -73%
F
814
F3Logic
Minnesota
$838 +$828 +23 New
WIM
815
Westside Investment Management
California
$110 +$7.2K +200 +7%
FIA
816
Foundations Investment Advisors
Arizona
– -$87.9M -2,531,169 Closed
Citadel Advisors
817
Citadel Advisors
Florida
– -$6.65M -184,690 Closed
CWS
818
Cypress Wealth Services
California
– -$5.75M -159,779 Closed
NCP
819
NexWave Capital Partners
New York
– -$3.82M -120,000 Closed
TD Asset Management
820
TD Asset Management
Ontario, Canada
– -$2.74M -79,004 Closed
TA
821
TCG Advisors
Texas
– -$2.65M -76,639 Closed
SFM
822
Soros Fund Management
New York
– -$1.89M -54,500 Closed
Susquehanna International Group
823
Susquehanna International Group
Pennsylvania
– -$1.77M -49,194 Closed
PPA
824
Parametric Portfolio Associates
Washington
– -$1.62M -46,722 Closed
First Trust Advisors
825
First Trust Advisors
Illinois
– -$1.08M -31,170 Closed