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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BA
976
Ballast Advisors
Minnesota
$2.27K +$2.23K +74 New
SWIM
977
Smallwood Wealth Investment Management
New Jersey
$1.96K – – –
SC
978
Solstein Capital
California
$1.84K – – –
PS
979
PayPay Securities
Japan
$1.72K +$30 +1 +2%
PCTC
980
Perkins Coie Trust Company
Washington
$1.53K – – –
RF
981
Roxbury Financial
New Jersey
$1.47K – – –
APW
982
Atlantic Private Wealth
North Carolina
$1.13K +$30 +1 +3%
NMG
983
New Millennium Group
Utah
$1.07K -$421 -14 -29%
IWM
984
IMG Wealth Management
Florida
$946 +$30 +1 +3%
GWSA
985
Global Wealth Strategies & Associates
Colorado
$736 – – –
CAM
986
Costello Asset Management
Pennsylvania
$706 -$5.33K -177 -89%
SFA
987
Semmax Financial Advisors
North Carolina
$427 – – –
DFA
988
DHJJ Financial Advisors
Illinois
$369 – – –
IHWM
989
Iron Horse Wealth Management
Iowa
$279 -$3.55K -118 -93%
Q1WB
990
Quest 10 Wealth Builders
Virginia
$61 – – –
1NWS
991
1 North Wealth Services
Maryland
$8 – – –
NYLIM
992
New York Life Investment Management
New York
– -$25.5M -829,008 Closed
National Bank of Canada
993
National Bank of Canada
Quebec, Canada
– -$13.6M -442,200 Closed
VW
994
Vantage Wealth
California
– -$8.79M -286,100 Closed
CLGM
995
Capitolis Liquid Global Markets
New York
– -$8.47M -278,000 Closed
SAMC
996
Spectrum Asset Management (Connecticut)
Connecticut
– -$6.85M -222,761 Closed
RIS
997
Richmond Investment Services
Wisconsin
– -$5.45M -177,432 Closed
SHF
998
Safe Harbor Fiduciary
Florida
– -$3.11M -101,205 Closed
DLCIG
999
D.L. Carlson Investment Group
New Hampshire
– -$2.6M -84,618 Closed
GDP
1000
Great Diamond Partners
Maine
– -$2.44M -79,474 Closed