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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
576
Mezzasalma Advisors
New Jersey
$500K -$36.2K -1,151 -7%
DCM
577
Delta Capital Management
New Jersey
$499K -$31.4K -1,000 -6%
OCM
578
One Capital Management
California
$493K -$94 -3 -0%
ECM
579
Evergreen Capital Management
Washington
$492K -$7.64K -243 -2%
GVAG
580
Great Valley Advisor Group
Delaware
$489K -$27K -859 -5%
NW
581
NewEdge Wealth
Pennsylvania
$484K -$20K -635 -4%
EAMA
582
EFG Asset Management (Americas)
Florida
$482K – – –
VHAM
583
Van Hulzen Asset Management
California
$479K -$12.2K -387 -2%
BBL
584
Beck Bode LLC
Massachusetts
$478K -$92.2K -2,932 -16%
MWM
585
Mission Wealth Management
California
$478K -$113K -3,581 -19%
CKAIS
586
Christensen King & Associates Investment Services
Washington
$475K -$21.2K -675 -4%
AFP
587
Ausdal Financial Partners
Iowa
$474K +$159K +5,059 +51%
SWM
588
SeaCrest Wealth Management
New York
$469K -$45.2K -1,438 -9%
SWP
589
Strategic Wealth Partners
Ohio
$468K +$12.9K +409 +3%
PWP
590
Perfromance Wealth Partners
Illinois
$465K – – –
CFS
591
CRA Financial Services
New Jersey
$463K +$5.85K +186 +1%
HIM
592
Hillsdale Investment Management
Ontario, Canada
$461K +$126K +4,020 +38%
WWM
593
Western Wealth Management
Colorado
$460K -$60.7K -1,929 -12%
FNBT
594
FineMark National Bank & Trust
Florida
$458K – – –
PP
595
Patten & Patten
Tennessee
$458K -$130K -4,135 -22%
UB
596
UMB Bank
Missouri
$454K – – –
CWP
597
Cyndeo Wealth Partners
Florida
$453K – – –
TPW
598
Tiller Private Wealth
Pennsylvania
$451K +$33.7K +1,071 +8%
KA
599
Klingman & Associates
New York
$450K – – –
PWP
600
Principle Wealth Partners
Connecticut
$448K -$30.9K -983 -6%
22 23
24
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