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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
576
Advantage Investment Management
Iowa
$156K +$7.08K +200 +5%
LPWM
577
Lake Point Wealth Management
Texas
$156K +$161K +4,558 New
QCIG
578
Quad-Cities Investment Group
Iowa
$152K -$45K -1,269 -22%
LWM
579
Liberty Wealth Management
California
$146K +$151K +4,272 New
BWM
580
BerganKDV Wealth Management
Minnesota
$143K +$136K +3,844 +1,183%
NL
581
NVWM LLC
Pennsylvania
$142K +$19.7K +555 +15%
HAM
582
Highstreet Asset Management
Ontario, Canada
$139K -$86K -2,427 -37%
PO
583
Private Ocean
California
$137K – – –
PCA
584
Providence Capital Advisors
North Carolina
$137K +$136K +3,832 +2,129%
GWMIA
585
Global Wealth Management Investment Advisory
Florida
$132K +$136K +3,848 New
KPCM
586
Kings Point Capital Management
New York
$130K -$93.9K -2,650 -41%
SFA
587
Semmax Financial Advisors
North Carolina
$128K +$132K +3,730 New
BAM
588
Bruderman Asset Management
New York
$127K +$779 +22 +0.6%
FHA
589
Flagship Harbor Advisors
Massachusetts
$125K -$43.9K -1,240 -25%
BWA
590
BDO Wealth Advisors
Florida
$120K – – –
FNC
591
First National Corp
Massachusetts
$118K +$122K +3,436 New
WB
592
Webster Bank
Connecticut
$117K -$23K -650 -16%
ESB
593
Essex Savings Bank
Connecticut
$114K +$118K +3,325 New
EWA
594
ERTS Wealth Advisors
Michigan
$113K +$117K +3,302 New
LWS
595
Lucia Wealth Services
California
$112K +$79.3K +2,239 +218%
CFN
596
Cordasco Financial Network
Florida
$110K – – –
WCM
597
Whitener Capital Management
North Carolina
$109K -$67.3K -1,900 -37%
CFD
598
Creative Financial Designs
Indiana
$107K -$9.24K -261 -8%
CH
599
Canton Hathaway
Rhode Island
$107K +$4.53K +128 +4%
MRCM
600
M&R Capital Management
New Jersey
$106K – – –
22 23
24
25 26