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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BB
1001
Berkshire Bank
Massachusetts
– -$218K -5,658 Closed
MCWS
1002
McKinley Carter Wealth Services
West Virginia
– -$210K -5,449 Closed
WAS
1003
Wealth Advisory Solutions
Indiana
– -$205K -5,335 Closed
CWP
1004
Capital Wealth Planning
Florida
– -$203K -5,284 Closed
MG
1005
Mather Group
Illinois
– -$202K -5,258 Closed
AWA
1006
Artemis Wealth Advisors
New York
– -$191K -4,957 Closed
SIAG
1007
Safeguard Investment Advisory Group
California
– -$165K -4,288 Closed
LGA
1008
Lebenthal Global Advisors
New York
– -$105K -2,732 Closed
DA
1009
DCM Advisors
New York
– -$103K -2,675 Closed
TI
1010
Truehand Inc
New Hampshire
– -$100K -2,595 Closed
TIAM2
1011
Tru Independence Asset Management 2
Oregon
– -$88K -2,283 Closed
KCM
1012
Kathmere Capital Management
Pennsylvania
– -$76K -1,964 Closed
FCH
1013
Freestone Capital Holdings
Washington
– -$73.2K -1,900 Closed
OIM
1014
Oder Investment Management
California
– -$63K -1,644 Closed
ICP
1015
Interchange Capital Partners
Pennsylvania
– -$62K -1,617 Closed
FPB
1016
First PREMIER Bank
South Dakota
– -$53K -1,365 Closed
AF
1017
Arrow Financial
New York
– -$39K -1,000 Closed
QCG
1018
Quadrant Capital Group
Ohio
– -$39K -1,000 Closed
PB
1019
Pinnacle Bancorp
Nebraska
– -$37K -965 Closed
RP
1020
Rice Partnership
Hawaii
– -$35K -900 Closed
BWL
1021
Bogart Wealth LLC
Virginia
– -$32K -850 Closed
EA
1022
Elm Advisors
California
– -$24K -625 Closed
GC
1023
Grace Capital
Massachusetts
– -$23K -600 Closed
IA
1024
Inspire Advisors
Idaho
– -$22K -558 Closed
BSSFA
1025
Baron Silver Stevens Financial Advisors
Florida
– -$19K -510 Closed