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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
501
Windham Capital Management
Massachusetts
$612K -$170K -5,562 -21%
CPA
502
Cardiff Park Advisors
California
$611K +$7.61K +249 +1%
ZIM
503
Zacks Investment Management
Illinois
$609K +$111K +3,628 +22%
GFS
504
GYL Financial Synergies
Connecticut
$608K – – –
DIA
505
Dana Investment Advisors
Wisconsin
$606K -$5.47K -179 -0.9%
FPGK
506
Financial Partners Group (Kansas)
Kansas
$605K +$628K +20,545 New
HVIA
507
Hudson Valley Investment Advisors
New York
$600K – – –
BL
508
BCWM LLC
Kansas
$597K +$43.7K +1,430 +8%
BFEC
509
Benjamin F. Edwards & Company
Missouri
$596K +$319K +10,448 +112%
WJA
510
Willis Johnson & Associates
Texas
$595K +$29.9K +977 +5%
RSC
511
Red Spruce Capital
Pennsylvania
$593K -$3.18K -104 -0.5%
LAM
512
LifePro Asset Management
California
$591K -$21.2K -693 -3%
BC
513
Burney Company
Virginia
$591K +$34K +1,113 +6%
SS
514
Simplicity Solutions
Minnesota
$587K -$5.79M -189,376 -91%
AAP
515
Arax Advisory Partners
Colorado
$586K -$248K -8,122 -29%
KBFS
516
Kohmann Bosshard Financial Services
Ohio
$585K +$24.3K +796 +4%
PVM
517
Palogic Value Management
Texas
$585K – – –
HVM
518
Harvest Volatility Management
Connecticut
$583K – – –
KWS
519
Keystone Wealth Services
California
$582K +$2.69K +88 +0.5%
LMKC
520
L.M. Kohn & Company
Ohio
$578K -$29.6K -969 -5%
SS
521
Sunbelt Securities
Texas
$577K +$300K +9,827 +106%
FCA
522
FinTrust Capital Advisors
South Carolina
$572K -$43.6K -1,425 -7%
BTI
523
Blue Trust Inc
Georgia
$564K +$24.3K +795 +5%
MSFS
524
Main Street Financial Solutions
Pennsylvania
$564K -$30.8K -1,009 -5%
IAG
525
Investmark Advisory Group
Connecticut
$562K +$83.5K +2,733 +17%
19 20
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