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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VVP
1026
Venture Visionary Partners
Ohio
– -$202K -6,659 Closed
CFP
1027
Cascade Financial Partners
California
– -$201K -6,623 Closed
HPIA
1028
Hamilton Point Investment Advisors
North Carolina
– -$105K -3,464 Closed
CS
1029
Clear Street
New York
– -$87.9K -2,900 Closed
RMC
1030
Resources Management Corp
Connecticut
– -$72K -2,375 Closed
WOSD
1031
WFA of San Diego
California
– -$68.8K -2,270 Closed
GSEP
1032
Golden State Equity Partners
California
– -$59.1K -1,950 Closed
RF
1033
RetireMitten Financial
Michigan
– -$51.2K -1,688 Closed
BOJHT
1034
Bank of Jackson Hole Trust
Wyoming
– -$45.8K -1,510 Closed
HWA
1035
Heritage Wealth Advisors
Virginia
– -$41.3K -1,362 Closed
OWA
1036
Opal Wealth Advisors
New York
– -$26.1K -860 Closed
BIAS
1037
Beacon Investment Advisory Services
New Jersey
– -$15.2K -500 Closed
HHCP
1038
Hilton Head Capital Partners
South Carolina
– -$13.6K -448 Closed
GWANC
1039
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$11.7K -387 Closed
SC
1040
Stance Capital
Massachusetts
– -$10.1K -333 Closed
M
1041
MOTCO
Texas
– -$9.55K -315 Closed
FCAS
1042
First Command Advisory Services
Texas
– -$7.94K -262 Closed
MWA
1043
Merkkuri Wealth Advisors
New York
– -$4.8K -158 Closed
QCG
1044
Quadrant Capital Group
Ohio
– -$4.55K -150 Closed
PSFG
1045
Park Square Financial Group
Georgia
– -$3.73K -123 Closed
FCT
1046
First Community Trust
Iowa
– -$2.76K -91 Closed
EAM
1047
Eukles Asset Management
Ohio
– -$2.61K -86 Closed
BH
1048
Burk Holdings
Oklahoma
– -$1.76K -58 Closed
KFA
1049
Kelleher Financial Advisors
New York
– -$1.31K -43 Closed
GWSA
1050
Global Wealth Strategies & Associates
Colorado
– -$728 -24 Closed