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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1026
Antonetti Capital Management
Florida
-$38.2K -1,250 Closed
AP
1027
Advisors Preferred
Maryland
-$35.2K -1,148 Closed
AAMA
1028
Advanced Asset Management Advisors
Ohio
-$34.9K -1,143 Closed
ANBT
1029
American National Bank & Trust
Texas
-$28K -906 Closed
LWA
1030
Lowe Wealth Advisors
Maryland
-$26K -850 Closed
IWP
1031
IAG Wealth Partners
Wisconsin
-$25.5K -835 Closed
EWM
1032
Evermay Wealth Management
Virginia
-$22.1K -725 Closed
WHG
1033
Westwood Holdings Group
Texas
-$21K -700 Closed
CAS
1034
Coppell Advisory Solutions
Texas
-$17.2K -563 Closed
CASC
1035
Coppell Advisory Solutions Corp
Texas
-$17.2K -563 Closed
LS
1036
Leelyn Smith
Illinois
-$16.8K -550 Closed
TFA
1037
Transamerica Financial Advisors
Florida
-$16K -494 Closed
CMP
1038
Coston McIsaac & Partners
Maine
-$11 -384 Closed
MTIC
1039
Missouri Trust & Investment Company
Missouri
-$11K -350 Closed
TRCT
1040
Tower Research Capital (TRC)
New York
-$10K -322 Closed
FA
1041
Fiduciary Alliance
South Carolina
-$8.43K -276 Closed
LCM
1042
Logan Capital Management
Pennsylvania
-$7.63K -250 Closed
MSCM
1043
McElhenny Sheffield Capital Management
Texas
-$7.21K -236 Closed
BL
1044
Balentine LLC
Georgia
-$6.11K -200 Closed
ACP
1045
Arcus Capital Partners
Georgia
-$5.56K -182 Closed
Jones Financial Companies
1046
Jones Financial Companies
Missouri
-$5K -178 Closed
MWM
1047
MinichMacGregor Wealth Management
New York
-$4.95K -162 Closed
GGI
1048
Godsey & Gibb Inc
Virginia
-$4.36K -143 Closed
TC
1049
Truvestments Capital
Florida
-$4.28K -140 Closed
BBHC
1050
Brown Brothers Harriman & Co
New York
-$4.12K -135 Closed