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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
WI
551
Wintrust Investments
Illinois
$381K +$107K +3,133 +40%
GJCM
552
Grand Jean Capital Management
California
$379K -$20.4K -600 -5%
CG
553
Cutler Group
California
$377K +$372K +10,904 New
OCPWS
554
One Charles Private Wealth Services
Massachusetts
$376K -$8.42K -247 -2%
FAT
555
First American Trust
California
$374K +$9.16K +269 +3%
TC
556
Telemus Capital
Michigan
$373K – – –
GAM
557
Grandview Asset Management
Pennsylvania
$373K +$366K +10,755 New
RFWA
558
RPg Family Wealth Advisory
Massachusetts
$372K +$22K +645 +6%
SC
559
Stolper & Co
Oklahoma
$370K +$1.02K +30 +0.3%
KC
560
Kingfisher Capital
North Carolina
$368K -$93.4K -2,741 -21%
PA
561
Parallel Advisors
California
$368K -$21.1K -620 -6%
WTC
562
WhitTier Trust Company
Nevada
$366K +$51.1K +1,500 +17%
MFW
563
Meristem Family Wealth
Minnesota
$364K – – –
WMA
564
Wealth Management Associates
New Jersey
$362K -$10.4K -306 -3%
FA
565
Fagan Associates
New York
$361K -$3.41K -100 -1%
JCM
566
Jacobsen Capital Management
Utah
$359K +$354K +10,386 New
HIS
567
Harvest Investment Services
Illinois
$357K +$92.7K +2,721 +36%
GT
568
Glenmede Trust
Pennsylvania
$357K +$137K +4,020 +64%
CPIA
569
Cornell Pochily Investment Advisors
New York
$355K -$28.2K -827 -7%
CBN
570
Cadence Bank NA
Texas
$352K – – –
IHL
571
Investment House LLC
California
$346K – – –
BHWM
572
Bar Harbor Wealth Management
New Hampshire
$346K +$340K +9,975 New
FNT
573
First Nebraska Trust
Nebraska
$345K +$9.81K +288 +3%
CWAF
574
Core Wealth Advisors (Florida)
Florida
$344K -$1.87M -54,830 -85%
UF
575
Univest Financial
Pennsylvania
$340K – – –
21 22
23
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