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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
526
Private Client Services
Kentucky
$708K +$47.5K +1,476 +7%
CCP
527
Clarity Capital Partners
California
$701K -$12.8K -399 -2%
AAMC
528
Asset Allocation & Management Company
Illinois
$698K – – –
SCI
529
Stableford Capital II
Arizona
$698K -$1.58K -49 -0.2%
EAM
530
Everstar Asset Management
North Carolina
$695K +$673K +20,905 New
IAN
531
Integrated Advisors Network
Texas
$692K -$158K -4,902 -19%
NW
532
NewEdge Wealth
Pennsylvania
$687K -$7.44M -231,052 -92%
BFG
533
Beacon Financial Group
Texas
$686K +$5.08K +158 +0.8%
PA
534
Pinnacle Associates
New York
$686K -$162K -5,043 -19%
LWM
535
LJI Wealth Management
Indiana
$685K +$47.8K +1,485 +8%
MA
536
MONECO Advisors
Connecticut
$683K +$291K +9,036 +78%
SCA
537
STALEY CAPITAL ADVISERS
Pennsylvania
$681K – – –
BF
538
BOK Financial
Oklahoma
$677K -$26.2K -815 -4%
FLPIM
539
F.L. Putnam Investment Management
Massachusetts
$671K -$50.3K -1,562 -7%
RMAM
540
Raab & Moskowitz Asset Management
New Jersey
$669K -$45.8K -1,422 -7%
PVM
541
Palogic Value Management
Texas
$666K – – –
IWM
542
IHT Wealth Management
Illinois
$665K -$308K -9,558 -32%
MCA
543
MSH Capital Advisors
Arizona
$662K +$13.2K +410 +2%
MWM
544
Melfa Wealth Management
Massachusetts
$658K -$19.3K -601 -3%
TPA
545
Trivium Point Advisory
Connecticut
$657K -$35.9K -1,116 -5%
AUB
546
Atlantic Union Bankshares
Virginia
$649K +$76.1K +2,366 +14%
CAAS
547
Capital Asset Advisory Services
Michigan
$646K -$37.8K -1,174 -6%
EDRH
548
Edmond de Rothschild Holding
Switzerland
$645K -$57.9K -1,798 -8%
HVM
549
Harvest Volatility Management
Connecticut
$642K – – –
VA
550
Valmark Advisers
Ohio
$636K +$8.88K +276 +1%
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