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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
401
Titus Wealth Management
California
$577K -$114K -3,232 -16%
FIB
402
First Interstate Bank
Montana
$574K -$236K -6,650 -28%
GFS
403
GYL Financial Synergies
Connecticut
$570K +$590K +16,665 New
CPIA
404
Cornell Pochily Investment Advisors
New York
$568K -$99.6K -2,811 -14%
SFG
405
StrategIQ Financial Group
Indiana
$549K +$8.5K +240 +2%
MFG
406
Magnus Financial Group
New York
$535K +$554K +15,644 New
DI
407
DFPG Investments
Utah
$530K +$548K +15,484 New
ADBIC
408
A.D. Beadell Investment Counsel
Wisconsin
$521K – – –
QAM
409
Questar Asset Management
Minnesota
$520K +$538K +15,201 New
PAS
410
Partnervest Advisory Services
California
$518K -$146K -4,134 -21%
CW
411
CreativeOne Wealth
Kansas
$511K +$529K +14,928 New
CAL
412
Capital Advisors Ltd
Ohio
$509K -$81.8K -2,310 -13%
SCA
413
Sage Capital Advisors
South Dakota
$504K -$12.9K -363 -2%
FNBT
414
FineMark National Bank & Trust
Florida
$494K -$35.4K -1,000 -6%
B
415
Bellecapital
Switzerland
$494K +$511K +14,440 New
CCM
416
Canal Capital Management
Virginia
$493K +$510K +14,412 New
ISL
417
Ingalls & Snyder LLC
New York
$492K -$65.2K -1,840 -11%
CLOS
418
Compagnie Lombard Odier SCmA
Switzerland
$491K – – –
BWP
419
Bernardo Wealth Planning
Pennsylvania
$491K +$508K +14,337 New
SFM
420
Signet Financial Management
New Jersey
$486K -$48.8K -1,378 -9%
PA
421
Pinnacle Associates
New York
$482K -$153K -4,306 -23%
CSPIA
422
Cary Street Partners Investment Advisory
Virginia
$480K +$498K +14,051 New
DCM
423
Delta Capital Management
New Jersey
$479K – – –
BA
424
BKS Advisors
Michigan
$475K -$92.3K -2,605 -16%
WSTAM
425
Wilbanks Smith & Thomas Asset Management
Virginia
$469K -$45.5K -1,285 -9%
15 16
17
18 19