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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
JSSH
476
J. Safra Sarasin Holding
$820K +$818K +26,000 New
MHR
477
Matthew Hamilton Rosenberg
$819K -$24K -764 -3%
SCM
478
Sage Capital Management
New Jersey
$816K +$6.14K +195 +0.8%
BCWM
479
Bartlett & Co Wealth Management
Ohio
$816K -$37K -1,175 -4%
FCI
480
Financial Counselors Inc
Kansas
$815K -$418K -13,289 -34%
TYCC
481
Texas Yale Capital Corp
Florida
$814K +$76.3K +2,425 +10%
AF
482
Allworth Financial
California
$813K +$73.1K +2,321 +10%
IAN
483
Integrated Advisors Network
Texas
$812K -$50.5K -1,603 -6%
KWA
484
Kingswood Wealth Advisors
California
$807K +$392K +12,448 +95%
PFBT
485
Parkside Financial Bank & Trust
Missouri
$807K -$160K -5,092 -17%
AA
486
Aire Advisors
California
$806K -$76.5K -2,431 -9%
AA
487
Apriem Advisors
California
$801K -$366K -11,628 -31%
PWLP
488
Prio Wealth Limited Partnership
Massachusetts
$796K – – –
TC
489
TownSquare Capital
Utah
$793K +$385K +12,229 +95%
CA
490
CGN Advisors
Kansas
$786K +$121K +3,835 +18%
BTI
491
Blue Trust Inc
Georgia
$785K – – –
MC
492
Moors & Cabot
Massachusetts
$776K -$127K -4,031 -14%
IA
493
IFP Advisors
Florida
$774K -$12.1K -383 -2%
PIM
494
Penobscot Investment Management
Massachusetts
$760K +$88.1K +2,800 +13%
SFP
495
Strategic Financial Partners
Oregon
$755K -$21.2K -675 -3%
PJSIMP
496
P.J. Schmidt Investment Management (PJS)
Wisconsin
$747K +$88.8K +2,820 +14%
LIA
497
LBMC Investment Advisors
Tennessee
$741K – – –
FT
498
Fiduciary Trust
Massachusetts
$738K -$49.3K -1,565 -6%
CHA
499
Carmichael Hill & Associates
Maryland
$731K +$7.02K +223 +1%
RIA
500
Richwood Investment Advisors
Ohio
$726K -$53.9K -1,713 -7%
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