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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
451
Windsor Wealth Management
Indiana
$1.19M +$303K +7,727 +34%
SWM
452
SeaCrest Wealth Management
New York
$1.18M +$65.3K +1,666 +6%
PA
453
Parallel Advisors
California
$1.18M +$39 +1 +0%
RRWA
454
Rainey & Randall Wealth Advisors
Florida
$1.17M +$6.12K +156 +0.5%
JG
455
Jefferies Group
New York
$1.17M +$2.9K +74 +0.2%
TCA
456
Taconic Capital Advisors
New York
$1.16M – – –
TH
457
TCTC Holdings
Texas
$1.16M +$65.2K +1,661 +6%
ASFA
458
All Season Financial Advisors
Colorado
$1.16M +$1.17M +29,841 New
IWM
459
IHT Wealth Management
Illinois
$1.16M +$1.17M +29,850 New
RBCM
460
Raub Brock Capital Management
California
$1.16M – – –
DWMG
461
DB Wealth Management Group
California
$1.16M +$49.8K +1,270 +4%
SLA
462
Silver Lake Advisory
Utah
$1.15M +$6.79K +173 +0.6%
TCA
463
Transcend Capital Advisors
New Jersey
$1.15M -$30.2K -769 -3%
EWM
464
Evercore Wealth Management
New York
$1.15M – – –
MA
465
MONECO Advisors
Connecticut
$1.14M +$637K +16,251 +124%
FAT
466
First American Trust
California
$1.11M +$21.8K +557 +2%
AI
467
Atria Investments
North Carolina
$1.11M +$1.12M +28,599 New
WI
468
WrapManager Inc
California
$1.1M -$4.16K -106 -0.4%
WAM
469
Weatherly Asset Management
California
$1.1M -$941 -24 -0.1%
1WM
470
1900 Wealth Management
Texas
$1.1M +$22.6K +577 +2%
AFC
471
AFT Forsyth & Company
Florida
$1.1M +$69.9K +1,782 +7%
PWLP
472
Prio Wealth Limited Partnership
Massachusetts
$1.1M – – –
5L
473
55I LLC
Massachusetts
$1.09M +$780K +19,881 +241%
CAL
474
Capital Advisors Ltd
Ohio
$1.09M +$42.5K +1,084 +4%
TWM
475
Tradition Wealth Management
Minnesota
$1.08M +$343K +8,748 +46%
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19
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