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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TF
976
Trek Financial
Arizona
-$1.15M -29,970 Closed
DIM
977
Delta Investment Management
California
-$596K -15,501 Closed
CDH
978
Charles D. Hyman
-$533K -13,830 Closed
MA
979
MJP Associates
Connecticut
-$481K -12,497 Closed
CWM
980
Connecticut Wealth Management
Connecticut
-$447K -11,609 Closed
SWM
981
Stockman Wealth Management
Montana
-$431K -11,189 Closed
BWP
982
Bernardo Wealth Planning
Pennsylvania
-$380K -9,867 Closed
RWA
983
Redhawk Wealth Advisors
Minnesota
-$336K -8,719 Closed
IAA
984
Independent Advisor Alliance
North Carolina
-$327K -8,500 Closed
TFCP
985
Twin Focus Capital Partners
Massachusetts
-$327K -8,500 Closed
WCWM
986
Wooster Corthell Wealth Management
Connecticut
-$323K -8,386 Closed
HAS
987
HBW Advisory Services
California
-$321K -8,331 Closed
VFG
988
V2 Financial group
Illinois
-$318K -8,258 Closed
PFA
989
Pettinga Financial Advisors
Indiana
-$316K -8,209 Closed
LWM
990
Laidlaw Wealth Management
New York
-$304K -7,890 Closed
BFWA
991
Benchmark Financial Wealth Advisors
Florida
-$264K -6,862 Closed
LB
992
Leo Brokerage
Texas
-$264K -6,859 Closed
LBC
993
Lowe Brockenbrough & Co
Virginia
-$259K -6,722 Closed
LFF
994
Level Four Financial
Texas
-$253K -6,574 Closed
SCA
995
Sage Capital Advisors
South Dakota
-$242K -6,361 Closed
NPF
996
Norris Perne & French
Michigan
-$236K -6,120 Closed
WP
997
WMS Partners
Maryland
-$231K -6,000 Closed
Mitsubishi UFJ Trust & Banking
998
Mitsubishi UFJ Trust & Banking
Japan
-$230K -5,980 Closed
SB
999
Strategic Blueprint
Georgia
-$224K -5,807 Closed
Fisher Asset Management
1000
Fisher Asset Management
Washington
-$222K -5,773 Closed