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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
EIP
451
Easterly Investment Partners
Massachusetts
$967K – – –
CHA
452
Carmichael Hill & Associates
Maryland
$967K +$55.1K +1,628 +6%
SCG
453
Sonata Capital Group
Washington
$955K -$164K -4,837 -14%
CA
454
Calton & Associates
Florida
$955K -$51K -1,507 -5%
HWM
455
HB Wealth Management
Georgia
$940K +$681K +20,112 +237%
PWLP
456
Prio Wealth Limited Partnership
Massachusetts
$929K – – –
CA
457
CGN Advisors
Kansas
$929K +$337K +9,964 +54%
WI
458
WrapManager Inc
California
$928K +$23.2K +685 +2%
CCP
459
Corient Capital Partners
California
$919K -$245K -7,254 -21%
FCA
460
FinTrust Capital Advisors
South Carolina
$918K +$48.5K +1,432 +6%
RIG
461
RiverFront Investment Group
Virginia
$917K -$21.8K -644 -2%
JC
462
JB Capital
Connecticut
$910K +$352K +10,414 +60%
SG
463
StoneX Group
New York
$906K -$217K -6,413 -19%
SFP
464
Strategic Financial Partners
Oregon
$904K -$677 -20 -0.1%
DJYG
465
David J. Yvars Group
Florida
$903K -$351K -10,385 -28%
AP
466
Atwood & Palmer
Missouri
$902K -$8.97M -264,963 -91%
CAM
467
Carret Asset Management
New York
$901K -$80.9K -2,392 -8%
HCM
468
Hall Capital Management
Rhode Island
$899K +$677 +20 +0.1%
ZCA
469
Zeke Capital Advisors
Pennsylvania
$898K – – –
V
470
Veritable
Delaware
$897K -$1.11M -32,731 -55%
PPP
471
Private Portfolio Partners
New Jersey
$894K -$412K -12,171 -31%
FAT
472
First American Trust
California
$892K -$50.7K -1,498 -5%
CAL
473
Capital Advisors Ltd
Ohio
$876K -$7K -207 -0.8%
DA
474
Detalus Advisors
Missouri
$874K +$32.4K +956 +4%
DC
475
Davenport & Co
Virginia
$861K -$313K -9,242 -26%
17 18
19
20 21