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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SDJVC
1101
St. Denis J. Villere & Co
Louisiana
– -$332K -10,000 Closed
NAS
1102
NWF Advisory Services
California
– -$322K -9,693 Closed
O3W
1103
Omni 360 Wealth
New Jersey
– -$303K -9,124 Closed
WAM
1104
Wolverine Asset Management
Illinois
– -$299K -9,000 Closed
AW
1105
Alaethes Wealth
Nevada
– -$297K -8,945 Closed
PIA
1106
Perennial Investment Advisors
California
– -$292K -8,785 Closed
VVP
1107
Venture Visionary Partners
Ohio
– -$287K -8,637 Closed
1832 Asset Management
1108
1832 Asset Management
Ontario, Canada
– -$276K -8,299 Closed
NA
1109
Nottingham Advisors
New York
– -$275K -8,265 Closed
BFG
1110
Bleakley Financial Group
New Jersey
– -$274K -8,231 Closed
OMIC
1111
Old Mission Investment Co
Michigan
– -$267K -8,023 Closed
SA
1112
Stonebridge Advisors
Connecticut
– -$266K -8,017 Closed
IFO
1113
Independent Family Office
New York
– -$265K -7,982 Closed
TIAA Trust, National Association
1114
TIAA Trust, National Association
North Carolina
– -$258K -7,752 Closed
SCM
1115
Sterneck Capital Management
Missouri
– -$256K -7,710 Closed
DIM
1116
DLK Investment Management
California
– -$249K -7,500 Closed
HL
1117
HeadInvest LLC
Maine
– -$247K -7,432 Closed
FWIA
1118
Fort Washington Investment Advisors
Ohio
– -$242K -7,272 Closed
COCM
1119
Charter Oak Capital Management
New Hampshire
– -$233K -7,006 Closed
MAWCM
1120
Mine & Arao Wealth Creation & Management
California
– -$231K -6,942 Closed
DW30
1121
Drucker Wealth 3.0
New Jersey
– -$230K -6,922 Closed
G
1122
GenTrust
Florida
– -$229K -6,899 Closed
RFA
1123
Resurgent Financial Advisors
Georgia
– -$227K -6,840 Closed
AHC
1124
Adell Harriman & Carpenter
Texas
– -$218K -6,575 Closed
SC
1125
Slow Capital
California
– -$217K -6,523 Closed