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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
HL
526
HeadInvest LLC
Maine
$288K – – –
TIA
527
Tiemann Investment Advisors
California
$286K – – –
1CM
528
1492 Capital Management
Wisconsin
$284K +$10.5K +274 +4%
WAM
529
Wealthspire Advisors (Maryland)
Maryland
$282K -$46.3K -1,206 -14%
AWM
530
Altium Wealth Management
New York
$282K +$285K +7,411 New
FWM
531
Focused Wealth Management
New York
$277K -$27.6K -719 -9%
AMM
532
American Money Management
California
$276K -$10.9K -285 -4%
KPCM
533
Kings Point Capital Management
New York
$276K +$143K +3,718 +105%
EA
534
Edge Advisors
Georgia
$273K – – –
CA
535
Clearstead Advisors
Ohio
$272K +$40.4K +1,052 +17%
TCM
536
Tran Capital Management
California
$271K – – –
GTAM
537
Global Trust Asset Management
Florida
$271K +$273K +7,117 New
EAM
538
Evanson Asset Management
California
$269K -$73.2K -1,907 -21%
PAM
539
Palisade Asset Management
Minnesota
$264K +$266K +6,935 New
CIC
540
Carnegie Investment Counsel
Ohio
$263K -$3.84K -100 -1%
BA
541
Boston Advisors
Massachusetts
$261K +$33K +860 +14%
BIA
542
Barry Investment Advisors
Massachusetts
$260K – – –
FF
543
Friedenthal Financial
New Jersey
$260K – – –
BW
544
Bison Wealth
Georgia
$260K +$461 +12 +0.2%
SIS
545
Sound Income Strategies
Florida
$260K +$270K +7,031 New
WIM
546
Westside Investment Management
California
$260K +$83.5K +2,174 +47%
PAS
547
Partnervest Advisory Services
California
$259K -$577K -15,040 -69%
AT
548
Arden Trust
Delaware
$258K – – –
FCAG
549
First Capital Advisors Group
New Jersey
$257K -$33.9K -884 -12%
RCA
550
Rowland Carmichael Advisors
Arizona
$256K -$3.88K -101 -1%
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