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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
526
RB Capital Management
Nevada
$293K +$49.8K +1,297 +20%
FWCM
527
Ferguson Wellman Capital Management
Oregon
$292K +$13.4K +350 +5%
MSAM
528
Moloney Securities Asset Management
Missouri
$290K +$292K +7,611 New
HL
529
HeadInvest LLC
Maine
$288K – – –
TIA
530
Tiemann Investment Advisors
California
$286K – – –
1CM
531
1492 Capital Management
Wisconsin
$284K +$10.5K +274 +4%
WAM
532
Wealthspire Advisors (Maryland)
Maryland
$282K -$46.3K -1,206 -14%
AWM
533
Altium Wealth Management
New York
$282K +$285K +7,411 New
FWM
534
Focused Wealth Management
New York
$277K -$27.6K -719 -9%
AMM
535
American Money Management
California
$276K -$10.9K -285 -4%
KPCM
536
Kings Point Capital Management
New York
$276K +$143K +3,718 +105%
EA
537
Edge Advisors
Georgia
$273K – – –
CA
538
Clearstead Advisors
Ohio
$272K +$40.4K +1,052 +17%
TCM
539
Tran Capital Management
California
$271K – – –
GTAM
540
Global Trust Asset Management
Florida
$271K +$273K +7,117 New
EAM
541
Evanson Asset Management
California
$269K -$73.2K -1,907 -21%
PAM
542
Palisade Asset Management
Minnesota
$264K +$266K +6,935 New
CIC
543
Carnegie Investment Counsel
Ohio
$263K -$3.84K -100 -1%
BA
544
Boston Advisors
Massachusetts
$261K +$33K +860 +14%
BIA
545
Barry Investment Advisors
Massachusetts
$260K – – –
FF
546
Friedenthal Financial
New Jersey
$260K – – –
BW
547
Bison Wealth
Georgia
$260K +$461 +12 +0.2%
SIS
548
Sound Income Strategies
Florida
$260K +$270K +7,031 New
WIM
549
Westside Investment Management
California
$260K +$83.5K +2,174 +47%
PAS
550
Partnervest Advisory Services
California
$259K -$577K -15,040 -69%
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