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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
1001
IMG Wealth Management
Florida
$989 +$31 +1 +3%
WA
1002
WPG Advisers
Maryland
$929 +$934 +30 New
AIM
1003
Arcadia Investment Management
Michigan
$774 +$779 +25 New
GWSA
1004
Global Wealth Strategies & Associates
Colorado
$743
OA
1005
Operose Advisors
Wisconsin
$691 -$262K -8,423 -100%
CFM
1006
Cornerstone Financial Management
Massachusetts
$650 +$654 +21 New
DFA
1007
DHJJ Financial Advisors
Illinois
$372
DCM
1008
Davis Capital Management
Florida
$316
QA
1009
Quattro Advisors
Pennsylvania
$224 +$218 +7 New
MI
1010
Motiv8 Investments
Florida
$111 +$112K +3,600 New
Q1WB
1011
Quest 10 Wealth Builders
Virginia
$62
KFG
1012
Kingdom Financial Group
Arizona
$52 +$62 +2 New
EWM
1013
Edge Wealth Management
New York
-$36.2M -1,144,329 Closed
TA
1014
Townsend & Associates
Colorado
-$32.6M -1,037,219 Closed
Capstone Investment Advisors
1015
Capstone Investment Advisors
New York
-$11.2M -354,301 Closed
CCM
1016
Campbell Capital Management
Florida
-$8.4M -265,725 Closed
PI
1017
PineBridge Investments
New York
-$6.18M -195,455 Closed
LSC
1018
Logan Stone Capital
Illinois
-$5.89M -186,186 Closed
Barclays
1019
Barclays
United Kingdom
-$5.61M -177,480 Closed
Kovitz Investment Group Partners
1020
Kovitz Investment Group Partners
Illinois
-$3.95M -124,940 Closed
BIP
1021
Bouvel Investment Partners
Pennsylvania
-$3.49M -110,388 Closed
National Bank of Canada
1022
National Bank of Canada
Quebec, Canada
-$3.41M -108,000 Closed
SC
1023
Sykon Capital
New York
-$3.27M -103,487 Closed
PCM
1024
Price Capital Management
Louisiana
-$3.24M -102,480 Closed
Principal Financial Group
1025
Principal Financial Group
Iowa
-$3.1M -98,000 Closed