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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
851
Golden State Wealth Management
California
– -$514K -13,695 Closed
CG
852
Cutler Group
California
– -$493K -13,204 Closed
Fisher Asset Management
853
Fisher Asset Management
Washington
– -$447K -11,912 Closed
AW
854
ACG Wealth
Georgia
– -$402K -10,722 Closed
SWP
855
Strategic Wealth Partners
Ohio
– -$326K -10,133 Closed
CA
856
Cumberland Advisors
Florida
– -$299K -7,955 Closed
NFG
857
NewFocus Financial Group
Washington
– -$284K -7,565 Closed
MFG
858
Merit Financial Group
Georgia
– -$272K -7,245 Closed
BCP
859
Berkeley Capital Partners
Georgia
– -$229K -6,100 Closed
SLF
860
Sun Life Financial
Ontario, Canada
– -$225K -6,000 Closed
PAS
861
Partnervest Advisory Services
California
– -$216K -5,768 Closed
IP
862
Intellectus Partners
California
– -$211K -5,631 Closed
PCM
863
Peak Capital Management
Colorado
– -$207K -5,539 Closed
B
864
Brightworth
Georgia
– -$204K -5,446 Closed
STA
865
Summit Trail Advisors
New York
– -$201K -5,325 Closed
QCIG
866
Quad-Cities Investment Group
Iowa
– -$161K -4,292 Closed
PW
867
Price Wealth
Texas
– -$121K -3,219 Closed
WCM
868
Whitener Capital Management
North Carolina
– -$114K -3,062 Closed
GWAG
869
Garrett Wealth Advisory Group
Texas
– -$98.8K -2,631 Closed
EW
870
Evoke Wealth
California
– -$93.8K -2,499 Closed
CCM
871
Cribstone Capital Management
Maine
– -$67K -1,784 Closed
FA
872
Financial Advantage
Maryland
– -$40K -1,075 Closed
SB
873
Strategic Blueprint
Georgia
– -$39K -1,050 Closed
LFG
874
Larson Financial Group
Missouri
– -$25K -664 Closed
CPA
875
Capital Planning Advisors
California
– -$21K -565 Closed