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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
526
Carnegie Investment Counsel
Ohio
$263K – – –
BC
527
Brinker Capital
Pennsylvania
$260K -$1.5M -39,944 -85%
PAM
528
Palisade Asset Management
Minnesota
$260K – – –
CAMG
529
CWA Asset Management Group
Florida
$260K +$21.8K +582 +9%
BIA
530
Barry Investment Advisors
Massachusetts
$257K – – –
FF
531
Friedenthal Financial
New Jersey
$257K – – –
BOS
532
Bank of Stockton
California
$255K -$249K -6,645 -49%
AT
533
Arden Trust
Delaware
$255K -$113 -3 -0%
PFM
534
Probabilities Fund Management
New York
$253K – – –
RA
535
Rational Advisors
New York
$251K +$251K +6,684 New
RCA
536
Rowland Carmichael Advisors
Arizona
$250K -$2.89K -77 -1%
CDH
537
Charles D. Hyman
$250K – – –
BMM
538
Berkshire Money Management
Massachusetts
$249K -$11.1M -294,960 -98%
BSAM
539
Blue Sky Asset Management
Colorado
$247K -$57.6K -1,534 -19%
LIA
540
LS Investment Advisors
Michigan
$246K – – –
GBT
541
Grove Bank & Trust
Florida
$244K – – –
CCP
542
Corient Capital Partners
California
$243K -$4.13K -110 -2%
NWP
543
Northstar Wealth Partners
Connecticut
$240K -$854K -22,767 -78%
PCG
544
Private Capital Group
Connecticut
$240K +$4.28K +114 +2%
CAG
545
Csenge Advisory Group
Florida
$240K +$25.7K +686 +12%
CS
546
Comerica Securities
Michigan
$233K -$1.25M -33,193 -84%
CA
547
Clearstead Advisors
Ohio
$229K -$39.4K -1,051 -15%
BW
548
Bison Wealth
Georgia
$229K -$27.2K -724 -11%
SB
549
Simmons Bank
Arkansas
$228K -$225K -6,000 -50%
WTB
550
Washington Trust Bank
Washington
$228K -$2.63K -70 -1%
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