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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
551
Synergy Asset Management
Washington
$637K +$646K +19,774 New
WTC
552
WhitTier Trust Company
Nevada
$637K +$184K +5,641 +39%
EFG
553
Ethos Financial Group
Pennsylvania
$637K +$153K +4,700 +30%
WCM
554
Whitener Capital Management
North Carolina
$632K +$90.8K +2,780 +16%
FPAS
555
Focus Partners Advisor Solutions
Missouri
$630K -$366K -11,209 -36%
PVM
556
Palogic Value Management
Texas
$630K – – –
WC
557
Whitney & Co
New York
$630K -$60.4K -1,850 -8%
PBF
558
Petix & Botte Financial
California
$628K -$229K -7,011 -26%
BFG
559
Beacon Financial Group
Texas
$625K -$25.8K -790 -4%
MWM
560
Melfa Wealth Management
Massachusetts
$623K +$163 +5 +0%
HP
561
Haven Private
Florida
$623K +$646K +19,800 New
CAM
562
Carret Asset Management
New York
$620K -$104K -3,177 -14%
IWM
563
IHT Wealth Management
Illinois
$618K -$11.9K -366 -2%
AUB
564
Atlantic Union Bankshares
Virginia
$618K +$4.11K +126 +0.6%
PIM
565
Penobscot Investment Management
Massachusetts
$614K -$153K -4,700 -19%
EDRH
566
Edmond de Rothschild Holding
Switzerland
$610K – – –
ORC
567
O'Rourke & Company
Massachusetts
$608K +$22.9K +702 +4%
CKAIS
568
Christensen King & Associates Investment Services
Washington
$606K +$7.44K +228 +1%
FMII
569
Farmers & Merchants Investments Inc
Nebraska
$602K – – –
DCM
570
Delta Capital Management
New Jersey
$600K -$79.3K -2,430 -11%
CAAS
571
Capital Asset Advisory Services
Michigan
$596K -$29.7K -909 -5%
AGWCA
572
Annis Gardner Whiting Capital Advisors
Florida
$594K – – –
RMAM
573
Raab & Moskowitz Asset Management
New Jersey
$594K -$40.4K -1,237 -6%
MA
574
MONECO Advisors
Connecticut
$590K -$58.3K -1,786 -9%
CCAL
575
City Center Advisors LLC
Michigan
$590K +$144K +4,406 +31%
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