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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
BL
601
BCWM LLC
Kansas
$499K -$36.1K -1,068 -7%
HSA
602
HBK Sorce Advisory
Pennsylvania
$497K -$635K -18,769 -55%
FB
603
Fulton Bank
Pennsylvania
$497K – – –
VHAM
604
Van Hulzen Asset Management
California
$496K +$66.8K +1,974 +15%
PWP
605
Principle Wealth Partners
Connecticut
$495K +$12.9K +382 +3%
BPA
606
Beacon Pointe Advisors
California
$494K -$183K -5,418 -26%
CA
607
CoreCap Advisors
Michigan
$493K -$83.6K -2,469 -14%
WFAG
608
Wescott Financial Advisory Group
Pennsylvania
$493K +$508K +15,000 New
CSIC
609
Clifford Swan Investment Counsel
California
$487K – – –
HIA
610
Harbor Investment Advisory
Maryland
$486K -$135K -4,000 -21%
MA
611
MKT Advisors
California
$486K -$10.1K -298 -2%
PMG
612
ProVise Management Group
Florida
$485K – – –
RG
613
Rathbones Group
United Kingdom
$485K – – –
FFA
614
Founders Financial Alliance
North Carolina
$485K +$90.8K +2,683 +22%
RC
615
Reik & Co
New York
$485K +$111K +3,285 +29%
DG
616
DMC Group
Alabama
$484K +$1.05K +31 +0.2%
DAS
617
Dynamic Advisor Solutions
Arizona
$480K -$113K -3,338 -19%
FHC
618
First Heartland Consultants
Missouri
$480K +$69.6K +2,058 +16%
CSPIA
619
Cary Street Partners Investment Advisory
Virginia
$477K -$303K -8,960 -38%
AUB
620
Atlantic Union Bankshares
Virginia
$476K -$40.2K -1,187 -8%
GWSG
621
GPS Wealth Strategies Group
Colorado
$473K +$102 +3 +0%
ICG
622
InterOcean Capital Group
Tennessee
$473K +$487K +14,376 New
IFO
623
Independent Family Office
New York
$472K -$423K -12,500 -47%
AWA
624
Arete Wealth Advisors
Illinois
$470K +$101K +2,970 +26%
CS
625
Comerica Securities
Michigan
$467K +$277K +8,197 +136%
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25
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