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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
526
Beacon Financial Group
Texas
$705K -$31K -974 -4%
RMAM
527
Raab & Moskowitz Asset Management
New Jersey
$702K +$67.6K +2,121 +11%
LA
528
Lifeworks Advisors
Michigan
$695K -$76.2K -2,390 -10%
WC
529
Whitney & Co
New York
$694K -$174K -5,450 -20%
TAM
530
Titleist Asset Management
Texas
$689K +$682K +21,389 New
PCS
531
Private Client Services
Kentucky
$688K +$606 +19 +0.1%
IWM
532
Integris Wealth Management
California
$687K -$10.6K -332 -2%
PIM
533
Penobscot Investment Management
Massachusetts
$686K +$135K +4,250 +25%
GIA
534
Gladstone Institutional Advisory
Florida
$686K -$113K -3,535 -14%
EDRH
535
Edmond de Rothschild Holding
Switzerland
$684K -$239K -7,507 -26%
RFA
536
Resurgent Financial Advisors
Georgia
$681K +$338K +10,603 +101%
CA
537
CGN Advisors
Kansas
$679K +$30.9K +969 +5%
AAMC
538
Asset Allocation & Management Company
Illinois
$677K – – –
AOWM
539
Alpha Omega Wealth Management
Virginia
$675K +$95.3K +2,990 +17%
SCI
540
Stableford Capital II
Arizona
$675K -$21.7K -680 -3%
PJSIMP
541
P.J. Schmidt Investment Management (PJS)
Wisconsin
$672K +$111K +3,467 +20%
FHA
542
Flagship Harbor Advisors
Massachusetts
$672K +$210K +6,596 +46%
TI
543
Tidal Investments
Wisconsin
$671K -$294K -9,221 -31%
CFG
544
Carr Financial Group
Massachusetts
$666K -$224K -7,041 -25%
CAAS
545
Capital Asset Advisory Services
Michigan
$665K +$384K +12,040 +138%
BL
546
BCWM LLC
Kansas
$662K -$3.98K -125 -0.6%
DA
547
Detalus Advisors
Missouri
$661K -$9.5K -298 -1%
SCA
548
STALEY CAPITAL ADVISERS
Pennsylvania
$661K -$22.3K -700 -3%
CKAIS
549
Christensen King & Associates Investment Services
Washington
$658K -$25.2K -790 -4%
CC
550
Cornerstone Capital
California
$656K -$873K -27,384 -57%
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