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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HVIA
1051
Hudson Valley Investment Advisors
New York
– -$20.1M -511,011 Closed
WI
1052
WBI Investments
New Jersey
– -$13.1M -333,323 Closed
PWAG
1053
Polaris Wealth Advisory Group
California
– -$11.6M -294,794 Closed
ZIM
1054
Zacks Investment Management
Illinois
– -$9.96M -252,570 Closed
MWM
1055
MinichMacGregor Wealth Management
New York
– -$9.03M -229,012 Closed
PPA
1056
Parametric Portfolio Associates
Washington
– -$7.64M -193,883 Closed
AC
1057
Avestar Capital
New York
– -$6.79M -172,244 Closed
Voloridge Investment Management
1058
Voloridge Investment Management
Florida
– -$6.78M -171,875 Closed
AFWM
1059
AMJ Financial Wealth Management
Virginia
– -$6.23M -158,059 Closed
KOMWMG
1060
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– -$5.45M -138,084 Closed
Millennium Management
1061
Millennium Management
New York
– -$5.24M -132,841 Closed
MLM
1062
Mount Lucas Management
Pennsylvania
– -$5.04M -127,709 Closed
Man Group
1063
Man Group
United Kingdom
– -$4.72M -119,776 Closed
SFG
1064
Summit Financial Group
West Virginia
– -$4.34M -110,101 Closed
BCM
1065
BlueCrest Capital Management
Jersey
– -$4.27M -108,294 Closed
CFC
1066
Client First Capital
California
– -$3.93M -99,727 Closed
FTS
1067
Fifth Third Securities
Ohio
– -$3.64M -92,428 Closed
PA
1068
PFG Advisors
Arizona
– -$3.26M -82,566 Closed
LHC
1069
Little House Capital
Massachusetts
– -$2.82M -71,579 Closed
MAM
1070
MMA Asset Management
Pennsylvania
– -$2.61M -66,104 Closed
CWM
1071
Chronos Wealth Management
Florida
– -$2.47M -62,530 Closed
PCM
1072
Palisade Capital Management
New Jersey
– -$2.11M -53,500 Closed
HWIS
1073
Hancock Whitney Investment Services
Louisiana
– -$2.02M -51,009 Closed
BMM
1074
Buffington Mohr McNeal
Idaho
– -$1.81M -45,914 Closed
SFS
1075
Sowell Financial Services
Arkansas
– -$1.64M -41,549 Closed