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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
SCG
451
Sonata Capital Group
Washington
$955K -$164K -4,837 -14%
CA
452
Calton & Associates
Florida
$955K -$51K -1,507 -5%
HWM
453
HB Wealth Management
Georgia
$940K +$681K +20,112 +237%
PWLP
454
Prio Wealth Limited Partnership
Massachusetts
$929K – – –
CA
455
CGN Advisors
Kansas
$929K +$337K +9,964 +54%
WI
456
WrapManager Inc
California
$928K +$23.2K +685 +2%
CCP
457
Corient Capital Partners
California
$919K -$245K -7,254 -21%
FCA
458
FinTrust Capital Advisors
South Carolina
$918K +$48.5K +1,432 +6%
RIG
459
RiverFront Investment Group
Virginia
$917K -$21.8K -644 -2%
JC
460
JB Capital
Connecticut
$910K +$352K +10,414 +60%
SG
461
StoneX Group
New York
$906K -$217K -6,413 -19%
SFP
462
Strategic Financial Partners
Oregon
$904K -$677 -20 -0.1%
DJYG
463
David J. Yvars Group
Florida
$903K -$351K -10,385 -28%
AP
464
Atwood & Palmer
Missouri
$902K -$8.97M -264,963 -91%
CAM
465
Carret Asset Management
New York
$901K -$80.9K -2,392 -8%
HCM
466
Hall Capital Management
Rhode Island
$899K +$677 +20 +0.1%
ZCA
467
Zeke Capital Advisors
Pennsylvania
$898K – – –
V
468
Veritable
Delaware
$897K -$1.11M -32,731 -55%
PPP
469
Private Portfolio Partners
New Jersey
$894K -$412K -12,171 -31%
FAT
470
First American Trust
California
$892K -$50.7K -1,498 -5%
CAL
471
Capital Advisors Ltd
Ohio
$876K -$7K -207 -0.8%
DA
472
Detalus Advisors
Missouri
$874K +$32.4K +956 +4%
DC
473
Davenport & Co
Virginia
$861K -$313K -9,242 -26%
I
474
INVST
Indiana
$857K -$2.91K -86 -0.4%
MLA
475
My Legacy Advisors
Oregon
$854K -$29.6K -874 -3%
17 18
19
20 21