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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
1101
Private Wealth Management Group
New Jersey
-$56.1K -1,800 Closed
PG
1102
Proffitt & Goodson
Tennessee
-$47.4K -1,521 Closed
NFA
1103
Northwest Financial Advisors
Virginia
-$44.7K -1,432 Closed
BSB
1104
Bangor Savings Bank
Maine
-$36K -1,155 Closed
BWM
1105
BKM Wealth Management
Wisconsin
-$35.5K -1,137 Closed
MSWM
1106
McGlone Suttner Wealth Management
Wisconsin
-$27.7K -887 Closed
BBHC
1107
Brown Brothers Harriman & Co
New York
-$26.5K -850 Closed
CAM
1108
Chesapeake Asset Management
New York
-$21K -673 Closed
TC
1109
Truvestments Capital
Florida
-$18.7K -600 Closed
RIM
1110
Rockbridge Investment Management
New York
-$16.1K -516 Closed
PWMG
1111
Prestige Wealth Management Group
New Jersey
-$15.4K -493 Closed
FUBT
1112
First United Bank & Trust
Maryland
-$14K -450 Closed
AC
1113
AlphaCore Capital
California
-$9.98K -320 Closed
EWA
1114
EverSource Wealth Advisors
Alabama
-$7.94K -254 Closed
WCAMG
1115
Woodard & Company Asset Management Group
North Carolina
-$7.8K -250 Closed
PS
1116
Planned Solutions
California
-$6.55K -210 Closed
GWS
1117
Glassman Wealth Services
Virginia
-$4.95K -159 Closed
TRCT
1118
Tower Research Capital (TRC)
New York
-$4.05K -130 Closed
LF
1119
Lee Financial
Texas
-$3.12K -100 Closed
HDIM
1120
Hanson & Doremus Investment Management
Vermont
-$1K -47 Closed
TFA
1121
Toth Financial Advisory
Virginia
-$1.4K -45 Closed
CIA
1122
Cape Investment Advisory
Georgia
-$374 -12 Closed
NMG
1123
New Millennium Group
Utah
-$312 -10 Closed
BCMIO
1124
Beacon Capital Management Inc (Ohio)
Ohio
-$62 -2 Closed