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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
501
Meridian Wealth Advisors
Texas
$1.19M -$76.9K -1,979 -6%
TCA
502
Taconic Capital Advisors
New York
$1.18M – – –
DWMG
503
DB Wealth Management Group
California
$1.18M +$7.38K +190 +0.6%
TH
504
TCTC Holdings
Texas
$1.17M -$2.29K -59 -0.2%
EWM
505
Evercore Wealth Management
New York
$1.17M – – –
SS
506
Sunbelt Securities
Texas
$1.17M +$18.8K +484 +2%
ST
507
Somerset Trust
Pennsylvania
$1.16M -$64.9K -1,670 -5%
RBCM
508
Raub Brock Capital Management
California
$1.16M – – –
COF
509
Capital One Financial
Virginia
$1.16M +$177K +4,545 +18%
GPA
510
Guidance Point Advisors
Massachusetts
$1.15M +$94.2K +2,424 +9%
CSIA
511
Charles Schwab Investment Advisory
California
$1.14M +$154K +3,959 +16%
TCA
512
Transcend Capital Advisors
New Jersey
$1.14M -$17.3K -445 -2%
FAT
513
First American Trust
California
$1.14M +$6.3K +162 +0.6%
VAM
514
Verity Asset Management
North Carolina
$1.14M +$45.2K +1,162 +4%
RWM
515
Ritholtz Wealth Management
New York
$1.14M -$123K -3,172 -10%
EAMA
516
EFG Asset Management (Americas)
Florida
$1.13M +$177K +4,546 +19%
HCM
517
Hollencrest Capital Management
California
$1.12M +$555K +14,286 +101%
PWLP
518
Prio Wealth Limited Partnership
Massachusetts
$1.11M – – –
WI
519
WrapManager Inc
California
$1.11M -$7.38K -190 -0.7%
LWAC
520
Laurel Wealth Advisors (California)
California
$1.11M +$607K +15,609 +125%
HI
521
Harbour Investments
Wisconsin
$1.11M -$2.62M -67,389 -71%
WAM
522
Weatherly Asset Management
California
$1.11M -$12.7K -327 -1%
NFG
523
Next Financial Group
Texas
$1.09M +$202K +5,200 +23%
PCA
524
Peddock Capital Advisors
Massachusetts
$1.08M – – –
SFP
525
Strategic Financial Partners
Oregon
$1.08M -$1.94K -50 -0.2%
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