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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
526
SFMG Wealth Advisors
Texas
$440K +$68 +2 +0%
AFP
527
Ausdal Financial Partners
Iowa
$438K +$64.9K +1,906 +18%
WCG
528
Weaver Consulting Group
California
$434K – – –
ST
529
Somerset Trust
Pennsylvania
$424K – – –
FIA
530
FNY Investment Advisers
New York
$419K +$409K +12,000 +12,000%
KP
531
Keel Point
Alabama
$418K +$411K +12,059 New
PCWA
532
Pacific Capital Wealth Advisors
California
$414K +$715 +21 +0.2%
EWM
533
EPG Wealth Management
Georgia
$413K +$2.08K +61 +0.5%
KFC
534
Klingenstein Fields & Co
New York
$412K – – –
WEPOG
535
Wealth Enhancement & Preservation of GA
Georgia
$411K -$365K -10,717 -46%
FWSM
536
First Wilshire Securities Management
California
$410K – – –
TF
537
TimeScale Financial
Massachusetts
$404K – – –
EAMA
538
EFG Asset Management (Americas)
Florida
$402K +$9.54K +280 +2%
TCBWMS
539
Texas Capital Bank Wealth Management Services
Texas
$401K +$394K +11,577 New
ATPW
540
Ashton Thomas Private Wealth
Arizona
$400K +$68.4K +2,007 +21%
JCM
541
Jacobi Capital Management
Pennsylvania
$399K +$70.5K +2,070 +22%
NF
542
Nikulski Financial
Iowa
$394K -$154K -4,524 -28%
RT
543
Rockland Trust
Massachusetts
$390K -$70.9K -2,080 -16%
CPO
544
Cerity Partners OCIO
New York
$390K -$1.29K -38 -0.3%
ACI
545
Alpha Cubed Investments
California
$389K -$168K -4,919 -30%
RIM
546
Rockbridge Investment Management
New York
$389K +$383K +11,233 New
KMWM
547
Keudell/Morrison Wealth Management
Oregon
$387K -$93.7K -2,750 -20%
SCM
548
Schnieders Capital Management
California
$386K – – –
VHAM
549
Van Hulzen Asset Management
California
$385K -$16.7K -489 -4%
FWM
550
Frontier Wealth Management
Missouri
$383K +$377K +11,069 New
20 21
22
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