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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
526
BerganKDV Wealth Management
Minnesota
$491K +$330K +8,838 +210%
EWM
527
Endurance Wealth Management
Rhode Island
$486K +$29.8K +800 +7%
SG
528
Somerset Group
Minnesota
$485K – – –
SWM
529
Sanctuary Wealth Management
Idaho
$484K – – –
SMH
530
Sanders Morris Harris
Texas
$484K – – –
GA
531
GFS Advisors
Texas
$483K +$480K +12,855 New
MFG
532
MidWestOne Financial Group
Iowa
$481K -$67K -1,796 -12%
SWA
533
SFMG Wealth Advisors
Texas
$477K +$37 +1 +0%
ACG
534
Allen Capital Group
Nebraska
$475K +$36.7K +985 +8%
HWM
535
Hohimer Wealth Management
Washington
$473K +$469K +12,582 New
CAM
536
Concorde Asset Management
Michigan
$471K -$183K -4,912 -28%
WSTAM
537
Wilbanks Smith & Thomas Asset Management
Virginia
$464K -$66K -1,770 -13%
PWM
538
PBMares Wealth Management
Virginia
$464K +$460K +12,333 New
WTC
539
WhitTier Trust Company
Nevada
$460K – – –
GAM
540
Grandview Asset Management
Pennsylvania
$455K -$71.9K -1,928 -14%
UF
541
Univest Financial
Pennsylvania
$455K +$52.6K +1,410 +13%
OCPWS
542
One Charles Private Wealth Services
Massachusetts
$454K +$450K +12,071 New
AWA
543
Arete Wealth Advisors
Illinois
$452K -$220K -5,910 -33%
ST
544
Somerset Trust
Pennsylvania
$451K +$15.2K +408 +4%
PCWA
545
Pacific Capital Wealth Advisors
California
$448K +$445K +11,921 New
KFC
546
Klingenstein Fields & Co
New York
$447K – – –
FWSM
547
First Wilshire Securities Management
California
$445K – – –
CIAS
548
Capital Investment Advisory Services
North Carolina
$443K -$300K -8,054 -41%
LP
549
LGL Partners
Pennsylvania
$437K -$86.4K -2,316 -17%
GJCM
550
Grand Jean Capital Management
California
$434K – – –
20 21
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