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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
576
Flagship Harbor Advisors
Massachusetts
$185K +$183K +4,907 New
AWM
577
Aevitas Wealth Management
Massachusetts
$180K +$68.6K +1,842 +63%
CI
578
CX Institutional
Indiana
$170K +$168K +4,507 New
AIM
579
Advantage Investment Management
Iowa
$165K +$68.5K +1,839 +73%
AIM
580
Anchor Investment Management
South Carolina
$160K – – –
CFD
581
Creative Financial Designs
Indiana
$157K +$46.8K +1,256 +43%
PCM
582
Poehling Capital Management
Wisconsin
$155K +$102K +2,750 +204%
WB
583
Webster Bank
Connecticut
$151K -$19.5K -523 -12%
PO
584
Private Ocean
California
$151K -$13.1K -352 -8%
TJHA
585
Thomas J. Herzfeld Advisors
Florida
$148K – – –
AWA
586
Acorn Wealth Advisors
Michigan
$144K +$112 +3 +0.1%
DWA
587
Divergent Wealth Advisors
Utah
$142K -$4.99K -134 -3%
NL
588
NVWM LLC
Pennsylvania
$136K +$10.5K +281 +8%
AAP
589
Arax Advisory Partners
Colorado
$133K +$36.1K +968 +38%
CA
590
Crewe Advisors
Utah
$132K – – –
BWA
591
BDO Wealth Advisors
Florida
$132K +$7.38K +198 +6%
TFA
592
Transamerica Financial Advisors
Florida
$130K -$8.46K -227 -6%
AA
593
Apriem Advisors
California
$130K +$128K +3,440 New
BAM
594
Bruderman Asset Management
New York
$124K -$33.8K -908 -22%
WP
595
WealthShield Partners
North Carolina
$122K -$4.28K -115 -3%
CFN
596
Cordasco Financial Network
Florida
$121K – – –
MRCM
597
M&R Capital Management
New Jersey
$116K -$18.6K -500 -14%
CWM
598
Catamount Wealth Management
Connecticut
$116K – – –
DOA
599
D'Orazio & Associates
Virginia
$116K – – –
CBT
600
Capital Bank & Trust
California
$113K – – –
22 23
24
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