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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCMIO
976
Beacon Capital Management Inc (Ohio)
Ohio
$61 – – –
FA
977
Fortis Advisors
Pennsylvania
$31 +$31 +1 New
AWM
978
Affinity Wealth Management
Delaware
– -$20.5M -648,290 Closed
NYLIM
979
New York Life Investment Management
New York
– -$17.1M -539,798 Closed
MA
980
MUFG Americas
New York
– -$11.7M -368,297 Closed
GFG
981
Greystone Financial Group
Michigan
– -$7.21M -227,797 Closed
SCI
982
Stableford Capital II
Arizona
– -$4.53M -151,005 Closed
PWP
983
Private Wealth Partners
California
– -$3.56M -112,278 Closed
ST
984
Sageworth Trust
Pennsylvania
– -$3.51M -110,704 Closed
WF
985
Wayfinding Financial
Washington
– -$3.18M -100,451 Closed
WAM
986
Wakefield Asset Management
Colorado
– -$2.87M -90,479 Closed
WEPOG
987
Wealth Enhancement & Preservation of GA
Georgia
– -$2.37M -74,756 Closed
LI
988
LMCG Investments
Massachusetts
– -$2.13M -67,360 Closed
RZH
989
Relyea Zuckerberg Hanson
Connecticut
– -$1.43M -45,168 Closed
BP
990
Ballentine Partners
Massachusetts
– -$1.36M -42,996 Closed
GDP
991
Great Diamond Partners
Maine
– -$1.33M -42,071 Closed
VC
992
Vicus Capital
Pennsylvania
– -$1.17M -36,812 Closed
CCA
993
Clearwater Capital Advisors
Illinois
– -$1.14M -36,056 Closed
RVPG
994
Relative Value Partners Group
– -$1.08M -33,968 Closed
RRWA
995
Rainey & Randall Wealth Advisors
Florida
– -$976K -30,806 Closed
HWA
996
Heritage Wealth Advisors
Virginia
– -$965K -30,460 Closed
SLA
997
Silver Lake Advisory
Utah
– -$897K -28,335 Closed
Vanguard Personalized Indexing Management
998
Vanguard Personalized Indexing Management
California
– -$782K -24,700 Closed
I
999
INVST
Indiana
– -$761K -24,469 Closed
SAMC
1000
Spectrum Asset Management (Connecticut)
Connecticut
– -$705K -22,245 Closed