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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
426
Evanson Asset Management
California
$449K +$144K +3,777 +48%
GLA
427
Good Life Advisors
Pennsylvania
$446K +$130K +3,401 +42%
IHL
428
Investment House LLC
California
$436K -$24.7K -645 -5%
MWAC
429
Mariner Wealth Advisors (Cincinnati)
Ohio
$430K -$29.6K -773 -7%
SNBOSCI
430
Security National Bank of Sioux City Iowa
Iowa
$430K +$25.8K +675 +6%
SAMC
431
Spectrum Asset Management (Connecticut)
Connecticut
$426K -$17.6M -461,300 -98%
UF
432
Univest Financial
Pennsylvania
$426K -$46.3K -1,210 -10%
ADBIC
433
A.D. Beadell Investment Counsel
Wisconsin
$426K – – –
SSW
434
Smith Shellnut Wilson
Mississippi
$426K +$30.1K +786 +8%
WCWM
435
Wooster Corthell Wealth Management
Connecticut
$425K +$420K +10,993 New
PMFA
436
Plante Moran Financial Advisors
Michigan
$424K +$46.3K +1,211 +12%
BWP
437
Baldwin Wealth Partners
Massachusetts
$418K -$57.4K -1,500 -12%
PAG
438
Pinnacle Advisory Group
Maryland
$414K -$69.6K -1,821 -15%
LAM
439
Lebenthal Asset Management
New York
$414K +$409K +10,700 New
IFAM
440
Institutional & Family Asset Management
Colorado
$408K -$24.8K -648 -6%
SS
441
Simplicity Solutions
Minnesota
$405K +$41.6K +1,087 +12%
BIAS
442
Beacon Investment Advisory Services
New Jersey
$401K +$189K +4,943 +91%
SA
443
Strategic Advisors
New York
$400K -$24.9K -650 -6%
CSIA
444
Charles Schwab Investment Advisory
California
$396K +$106K +2,768 +37%
CWM
445
Cornerstone Wealth Management
Missouri
$395K -$15.3K -401 -4%
KC
446
Kingfisher Capital
North Carolina
$393K -$1.7M -44,544 -81%
CWM
447
Catamount Wealth Management
Connecticut
$391K -$256K -6,700 -40%
NSIM
448
North Star Investment Management
Illinois
$388K -$37.4K -979 -9%
ICA
449
Infrastructure Capital Advisors
New York
$388K +$574 +15 +0.2%
CL
450
Choreo LLC
Illinois
$386K -$56.1K -1,468 -13%
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