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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AP
1076
Advisors Preferred
Maryland
– -$1.6M -40,900 Closed
SSWM
1077
Smith Salley Wealth Management
North Carolina
– -$1.52M -38,685 Closed
BIP
1078
Blueprint Investment Partners
North Carolina
– -$1.26M -31,892 Closed
MWA
1079
Meridian Wealth Advisors
Texas
– -$1.19M -30,166 Closed
RBCM
1080
Raub Brock Capital Management
California
– -$1.16M -29,800 Closed
EWM
1081
Evercore Wealth Management
New York
– -$1.17M -29,650 Closed
CC
1082
Claybrook Capital
Massachusetts
– -$1.04M -26,380 Closed
MYIA
1083
Mount Yale Investment Advisors
Colorado
– -$940K -23,840 Closed
AFC
1084
AFT Forsyth & Company
Florida
– -$924K -23,429 Closed
CWM
1085
Curi Wealth Management
North Carolina
– -$873K -22,144 Closed
VCM
1086
Virtue Capital Management
Tennessee
– -$840K -21,316 Closed
BG
1087
Benedetti & Gucer
Georgia
– -$825K -20,931 Closed
SA
1088
Stonebridge Advisors
Connecticut
– -$823K -20,877 Closed
AAIM
1089
Asset Advisors Investment Management
Georgia
– -$811K -20,575 Closed
IIC
1090
Integrated Investment Consultants
Michigan
– -$769K -19,500 Closed
Capital Fund Management (CFM)
1091
Capital Fund Management (CFM)
France
– -$738K -18,719 Closed
WPW
1092
Waldron Private Wealth
Pennsylvania
– -$730K -18,539 Closed
MCM
1093
Monument Capital Management
Virginia
– -$689K -17,472 Closed
WPC
1094
Wedmont Private Capital
Pennsylvania
– -$643K -16,555 Closed
Fayez Sarofim & Co
1095
Fayez Sarofim & Co
Texas
– -$645K -16,346 Closed
HHRDM
1096
H&H Retirement Design & Management
Nevada
– -$558K -15,576 Closed
SWA
1097
Stratos Wealth Advisors
Ohio
– -$614K -15,571 Closed
FIM
1098
Fernwood Investment Management
Massachusetts
– -$591K -14,990 Closed
BSSFA
1099
Baron Silver Stevens Financial Advisors
Florida
– -$566K -14,373 Closed
FSA
1100
Fort Sheridan Advisors
Illinois
– -$551K -13,979 Closed