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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSWA
1101
Marshall & Sterling Wealth Advisors
New York
– -$11.5K -367 Closed
GM
1102
GeoWealth Management
Illinois
– -$9.84K -313 Closed
GI
1103
GS Investments
Minnesota
– -$9.43K -300 Closed
KIM
1104
Kestra Investment Management
Texas
– -$8.65K -275 Closed
CJ
1105
Caitlin John
Michigan
– -$8.39K -267 Closed
AIP
1106
Ameritas Investment Partners
Nebraska
– -$7.92K -252 Closed
OSNBOA
1107
Old Second National Bank of Aurora
Illinois
– -$6.13K -195 Closed
PWM
1108
Parkworth Wealth Management
California
– -$5.69K -181 Closed
VWM
1109
Venturi Wealth Management
Texas
– -$5K -159 Closed
SIC
1110
SJS Investment Consulting
Ohio
– -$4.91K -156 Closed
CB
1111
CNB Bank
Pennsylvania
– -$4.4K -140 Closed
TCM
1112
Tradewinds Capital Management
Washington
– -$3.46K -110 Closed
BA
1113
Ballast Advisors
Minnesota
– -$3.14K -100 Closed
CPBTD
1114
Central Pacific Bank - Trust Division
Hawaii
– -$2.04K -65 Closed
SIM
1115
Studio Investment Management
Illinois
– -$1.57K -50 Closed
PMFA
1116
Plante Moran Financial Advisors
Michigan
– -$1.07K -34 Closed
RCM
1117
Raleigh Capital Management
North Carolina
– -$782 -25 Closed
BCMLT
1118
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$755 -24 Closed
PWA
1119
Physician Wealth Advisors
Utah
– -$221 -7 Closed