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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
426
AlphaQ Advisors
Florida
$1.02M – – –
LPAM
427
Lodestar Private Asset Management
California
$1.02M -$3.06K -96 -0.3%
PI
428
PFG Investments
New York
$1.02M +$739K +23,172 +272%
NAG
429
Northstar Advisory Group
New Jersey
$1.02M +$79.9K +2,505 +8%
KFI
430
Key Financial Inc
Pennsylvania
$1.01M -$36.5K -1,144 -4%
ACA
431
American Capital Advisory
Idaho
$1.01M -$116K -3,627 -10%
AAS
432
Ameritas Advisory Services
Nebraska
$1.01M +$628K +19,690 +157%
CTWM
433
Cherry Tree Wealth Management
Minnesota
$1.01M – – –
CC
434
Courier Capital
New York
$1.01M +$142K +4,439 +17%
BKA
435
Brick & Kyle Associates
Pennsylvania
$995K -$23.1K -726 -2%
WBG
436
Wharton Business Group
Pennsylvania
$994K -$14.5M -455,180 -94%
BSW
437
Buckingham Strategic Wealth
Missouri
$994K – – –
ML
438
McAdam LLC
Pennsylvania
$993K -$64 -2 -0%
PFBT
439
Parkside Financial Bank & Trust
Missouri
$989K +$349K +10,940 +55%
SW
440
Simplicity Wealth
New Jersey
$983K +$973K +30,511 New
RWM
441
Ritholtz Wealth Management
New York
$978K +$48.5K +1,520 +5%
KIA
442
KCM Investment Advisors
California
$976K -$91K -2,856 -9%
GFS
443
GYL Financial Synergies
Connecticut
$975K -$7.01K -220 -0.7%
SFS
444
Sowell Financial Services
Arkansas
$967K -$4.33K -136 -0.5%
BOM
445
Bank of Marin
California
$967K -$39.9K -1,251 -4%
HTC
446
Haverford Trust Company
Pennsylvania
$959K +$35.9K +1,125 +4%
CIA
447
Capital Investment Advisors
Georgia
$956K -$480K -15,056 -34%
FHB
448
First Hawaiian Bank
Hawaii
$955K -$13.4K -420 -1%
EAMA
449
EFG Asset Management (Americas)
Florida
$953K -$283K -8,881 -23%
PWA
450
Primoris Wealth Advisors
Florida
$952K +$697K +21,875 +285%
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