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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
426
Perigon Wealth Management
California
$1.06M -$189K -5,869 -16%
BOM
427
Bank of Marin
California
$1.06M +$54.1K +1,681 +6%
CAG
428
Crestwood Advisors Group
Massachusetts
$1.06M -$55.3K -1,717 -5%
TCMP
429
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.04M -$147K -4,572 -13%
FPAS
430
Focus Partners Advisor Solutions
Missouri
$1.04M -$188K -5,843 -16%
KFI
431
Key Financial Inc
Pennsylvania
$1.04M +$290 +9 +0%
HTC
432
Haverford Trust Company
Pennsylvania
$1.03M +$79.9K +2,484 +9%
BKA
433
Brick & Kyle Associates
Pennsylvania
$1.03M -$225 -7 -0%
ECA
434
Elevated Capital Advisors
Utah
$1.02M -$854K -26,537 -46%
ML
435
McAdam LLC
Pennsylvania
$1.02M +$2.06K +64 +0.2%
ATPW
436
Ashton Thomas Private Wealth
Arizona
$1.02M -$269K -8,347 -21%
VWM
437
Vigilare Wealth Management
Arizona
$1.02M -$8.85K -275 -0.9%
LPAM
438
Lodestar Private Asset Management
California
$1M -$48.4K -1,503 -5%
WAM
439
WealthTrust Asset Management
Florida
$1M -$75.4K -2,342 -7%
CT
440
Caldwell Trust
Florida
$996K -$75.8K -2,355 -7%
KIA
441
KCM Investment Advisors
California
$994K -$128K -3,977 -12%
WBG
442
Wharton Business Group
Pennsylvania
$993K – – –
RCM
443
RMR Capital Management
California
$988K +$5.76K +179 +0.6%
GFS
444
GYL Financial Synergies
Connecticut
$984K -$20.3K -630 -2%
FHB
445
First Hawaiian Bank
Hawaii
$979K -$19.6K -609 -2%
CAAM
446
Cornerstone Advisors Asset Management
Pennsylvania
$973K +$22.5K +698 +2%
GPA
447
Guidance Point Advisors
Massachusetts
$962K +$34.1K +1,060 +4%
HH
448
Hilltop Holdings
Texas
$957K -$7.92M -246,029 -90%
RIM
449
RW Investment Management
Idaho
$956K +$32.1K +997 +4%
FFBTD
450
First Financial Bank - Trust Division
Ohio
$956K -$48.6K -1,510 -5%
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