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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
376
PFG Investments
New York
$1.16M +$108K +3,452 +10%
PWA
377
Primoris Wealth Advisors
Florida
$1.15M +$4.67K +150 +0.4%
TBT
378
Texas Bank & Trust
Texas
$1.14M +$1.56K +50 +0.1%
HAC
379
Harbor Advisory Corp
New Hampshire
$1.14M -$148K -4,737 -11%
NEPWA
380
New England Private Wealth Advisors
Massachusetts
$1.14M +$7.01K +225 +0.6%
BOM
381
Bank of Marin
California
$1.13M +$67.6K +2,172 +6%
HT
382
Headlands Technologies
Illinois
$1.13M +$1.13M +36,372 New
PA
383
PFG Advisors
Arizona
$1.11M -$682K -21,893 -38%
RA
384
Rockingstone Advisors
Massachusetts
$1.11M +$16.7K +535 +2%
FWP
385
Falcon Wealth Planning
California
$1.09M -$90.7K -2,914 -8%
PWM
386
Perigon Wealth Management
California
$1.09M +$213K +6,854 +24%
FFA
387
Farther Finance Advisors
California
$1.08M +$299K +9,590 +38%
CGH
388
CMG Global Holdings
Texas
$1.08M -$170K -5,457 -14%
NFTC
389
North Forty Two & Co
Oregon
$1.07M -$68.5K -2,200 -6%
CA
390
CGN Advisors
Kansas
$1.07M +$95.6K +3,069 +10%
FDCDDQ
391
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.07M -$76.8K -2,465 -7%
LPAM
392
Lodestar Private Asset Management
California
$1.07M +$62.1K +1,993 +6%
AWM
393
Accel Wealth Management
Iowa
$1.06M -$170K -5,473 -14%
EAN
394
Excelsior Advisor Network
Colorado
$1.05M +$1.06M +34,061 New
HWA
395
HCR Wealth Advisors
California
$1.05M -$142K -4,566 -12%
BTI
396
Blue Trust Inc
Georgia
$1.05M +$75.3K +2,417 +8%
RBC
397
Romano Brothers & Co
Illinois
$1.05M -$6.51K -209 -0.6%
IIM
398
Ipswich Investment Management
Massachusetts
$1.05M – – –
RIA
399
Realta Investment Advisors
Delaware
$1.03M -$12.3K -396 -1%
PWA
400
Provenance Wealth Advisors
Florida
$1.03M +$44.9K +1,443 +5%
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16
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