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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
376
Carmichael Hill & Associates
Maryland
$674K -$3.08K -87 -0.4%
RVPG
377
Relative Value Partners Group
$672K +$147K +4,145 +27%
AWM
378
Affinity Wealth Management
Delaware
$670K +$693K +19,577 New
SCM
379
Stonehearth Capital Management
Massachusetts
$665K +$689K +19,438 New
FAIM
380
Financial Advocates Investment Management
Washington
$664K -$248K -6,989 -26%
SWM
381
Sanctuary Wealth Management
Idaho
$661K – – –
TWM
382
TLW Wealth Management
Florida
$661K +$684K +19,317 New
JWA
383
JFS Wealth Advisors
Pennsylvania
$658K +$1.45K +41 +0.2%
PPA
384
Parametric Portfolio Associates
Washington
$656K +$679K +19,172 New
UB
385
UMB Bank
Missouri
$649K +$16.8K +474 +3%
GEA
386
Glen Eagle Advisors
New Jersey
$648K -$57K -1,608 -8%
CCT
387
Capital City Trust
Florida
$640K -$166K -4,673 -20%
AWA
388
Arete Wealth Advisors
Illinois
$636K -$1.13M -31,808 -63%
GFP
389
Gryphon Financial Partners
Ohio
$636K +$594K +16,771 New
SFS
390
Sowell Financial Services
Arkansas
$632K +$654K +18,462 New
AW
391
ACG Wealth
Georgia
$631K -$34.5K -974 -5%
TAM
392
Tocqueville Asset Management
New York
$626K -$42.6K -1,202 -6%
CT
393
Coastline Trust
Rhode Island
$621K -$1.04M -29,330 -62%
HFS
394
HL Financial Services
Kentucky
$618K -$157K -4,430 -20%
SFG
395
SNS Financial Group
Minnesota
$618K +$640K +18,067 New
PMG
396
ProVise Management Group
Florida
$612K – – –
AIP
397
Ameritas Investment Partners
Nebraska
$589K -$39.7K -1,120 -6%
EAMA
398
EFG Asset Management (Americas)
Florida
$582K +$138K +3,900 +30%
KFGK
399
Keystone Financial Group (Kentucky)
Kentucky
$581K +$14.5K +409 +2%
PPP
400
Private Portfolio Partners
New Jersey
$581K +$602K +16,982 New
14 15
16
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