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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1026
Prosperity Wealth Management
California
– -$376K -12,243 Closed
AFM
1027
Armstrong Fleming & Moore
District of Columbia
– -$371K -12,082 Closed
NFA
1028
Northwest Financial Advisors
Virginia
– -$362K -11,768 Closed
V
1029
ViaWealth
Kansas
– -$348K -11,337 Closed
IAA
1030
Independent Advisor Alliance
North Carolina
– -$346K -11,269 Closed
Wolverine Trading
1031
Wolverine Trading
Illinois
– -$333K -11,061 Closed
SWA
1032
Stratos Wealth Advisors
Ohio
– -$334K -10,883 Closed
GJIA
1033
Glass Jacobson Investment Advisors
Maryland
– -$330K -10,495 Closed
MWA
1034
Midland Wealth Advisors
Illinois
– -$316K -10,285 Closed
WF
1035
Warner Financial
Maryland
– -$309K -10,057 Closed
GSEP
1036
Golden State Equity Partners
California
– -$302K -9,822 Closed
FNC
1037
First National Corp
Massachusetts
– -$263K -8,545 Closed
AWM
1038
Axxcess Wealth Management
California
– -$260K -8,474 Closed
CAAS
1039
Capital Asset Advisory Services
Michigan
– -$259K -8,474 Closed
MGIA
1040
Moneta Group Investment Advisors
Missouri
– -$250K -8,151 Closed
ACIM
1041
Azimuth Capital Investment Management
Michigan
– -$238K -7,750 Closed
CWM
1042
Collaborative Wealth Management
Florida
– -$232K -7,561 Closed
HT
1043
Headlands Technologies
Illinois
– -$228K -7,416 Closed
SAI
1044
Savvy Advisors Inc
New York
– -$226K -7,344 Closed
TWP
1045
Tyche Wealth Partners
Texas
– -$224K -7,294 Closed
PAS
1046
PKS Advisory Services
New York
– -$215K -6,990 Closed
WCM
1047
WealthBridge Capital Management
Ohio
– -$214K -6,953 Closed
NLP
1048
Next Level Private
New York
– -$211K -6,866 Closed
DWM
1049
Denver Wealth Management
Colorado
– -$210K -6,821 Closed
SC
1050
Scotia Capital
Ontario, Canada
– -$206K -6,701 Closed