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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
AB
501
AT Bancorp
Iowa
$327K -$2.79M -74,447 -90%
GTAM
502
Global Trust Asset Management
Florida
$321K +$53.4K +1,423 +20%
TSWM
503
Triangle Securities Wealth Management
North Carolina
$316K +$20.6K +550 +7%
AA
504
Advisory Alpha
Michigan
$313K -$1.35M -35,899 -81%
OC
505
Oakworth Capital
Alabama
$313K -$149K -3,971 -32%
BRC
506
Bell Rock Capital
Delaware
$312K +$6.64K +177 +2%
FA
507
FCG Advisors
New Jersey
$310K -$9.34K -249 -3%
PCM
508
Princeton Capital Management
New Jersey
$310K – – –
SFG
509
StrategIQ Financial Group
Indiana
$309K +$17.1K +457 +6%
CWA
510
Clarus Wealth Advisors
Arizona
$299K +$8.52K +227 +3%
VFPI
511
Vantage Financial Partners (Illinois)
Illinois
$291K -$63.8K -1,700 -18%
FWCM
512
Ferguson Wellman Capital Management
Oregon
$288K – – –
FWM
513
Focused Wealth Management
New York
$286K +$12.3K +328 +5%
WIM
514
Westside Investment Management
California
$285K +$30.3K +807 +12%
HL
515
HeadInvest LLC
Maine
$284K – – –
DWM
516
Destination Wealth Management
California
$283K -$3.76M -100,203 -95%
TIA
517
Tiemann Investment Advisors
California
$283K – – –
1CM
518
1492 Capital Management
Wisconsin
$281K – – –
MAP
519
Milestone Advisory Partners
North Carolina
$278K +$278K +7,400 New
KPCM
520
Kings Point Capital Management
New York
$275K +$2.4K +64 +0.9%
NFG
521
NewFocus Financial Group
Washington
$272K +$25K +666 +10%
SWP
522
Strategic Wealth Partners
Ohio
$267K -$623K -16,616 -70%
PA
523
Parallel Advisors
California
$267K -$40.4K -1,077 -13%
TCM
524
Tran Capital Management
California
$267K – – –
NSB
525
Norway Savings Bank
Maine
$267K +$61.7K +1,645 +30%
19 20
21
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