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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
551
Reilly Financial Advisors
California
$228K +$4.24K +113 +2%
TPW
552
Tiller Private Wealth
Pennsylvania
$227K -$4.72M -125,698 -95%
FWP
553
FAS Wealth Partners
Kansas
$227K +$226K +6,031 New
SCA
554
STALEY CAPITAL ADVISERS
Pennsylvania
$225K – – –
GG
555
GenWealth Group
New Jersey
$219K – – –
QCIG
556
Quad-Cities Investment Group
Iowa
$218K +$218K +5,803 New
FIM
557
Fernwood Investment Management
Massachusetts
$217K -$347K -9,252 -62%
AOWM
558
Alpha Omega Wealth Management
Virginia
$217K +$1.73K +46 +0.8%
AR
559
Advisory Research
Illinois
$216K – – –
DWT
560
Dorsey & Whitney Trust
South Dakota
$214K – – –
FCAG
561
First Capital Advisors Group
New Jersey
$213K -$40.9K -1,091 -16%
PWMAG
562
Pinnacle Wealth Management Advisory Group
New Jersey
$211K -$118K -3,140 -36%
IP
563
Intellectus Partners
California
$209K +$413 +11 +0.2%
ST
564
Somerset Trust
Pennsylvania
$209K +$43.8K +1,167 +26%
LIM
565
Leavell Investment Management
Alabama
$207K – – –
WC
566
Whitney & Co
New York
$205K +$205K +5,465 New
B
567
Brightworth
Georgia
$202K +$202K +5,373 New
WAM
568
Wealthspire Advisors (Maryland)
Maryland
$194K -$84.2K -2,245 -30%
ST
569
Sageworth Trust
Pennsylvania
$188K – – –
OSNBOA
570
Old Second National Bank of Aurora
Illinois
$186K -$3.38K -90 -2%
SIA
571
SeaBridge Investment Advisors
New Jersey
$186K – – –
WAP
572
Wealthcare Advisory Partners
Pennsylvania
$184K -$7.47K -199 -4%
IWM
573
IHT Wealth Management
Illinois
$182K -$12.5K -332 -6%
OIM
574
Opus Investment Management
Massachusetts
$172K +$172K +4,588 New
HWP
575
Hefty Wealth Partners
Indiana
$169K – – –
21 22
23
24 25