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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
MAWCM
626
Mine & Arao Wealth Creation & Management
California
$272K +$270K +7,234 New
FI
627
Financial Insights
Washington
$271K -$7.13K -191 -3%
BB
628
Busey Bank
Illinois
$271K – – –
BIAS
629
Beacon Investment Advisory Services
New Jersey
$269K -$154K -4,136 -37%
BS
630
Banco Santander
Spain
$268K – – –
TCM
631
Tran Capital Management
California
$267K – – –
CFB
632
Cullen/Frost Bankers
Texas
$265K -$3.66K -98 -1%
SEM
633
Suncoast Equity Management
Florida
$265K +$37 +1 +0%
FAT
634
First American Trust
California
$265K +$263K +7,052 New
BA
635
Ballew Advisors
Mississippi
$263K -$11.1K -297 -4%
MAG
636
Mayfair Advisory Group
Alabama
$263K +$261K +6,987 New
KPCM
637
Kings Point Capital Management
New York
$261K -$39.4K -1,057 -13%
ABC
638
Associated Banc-Corp
Wisconsin
$261K – – –
EWA
639
Exencial Wealth Advisors
Oklahoma
$259K +$257K +6,891 New
OFG
640
Omega Financial Group
California
$258K +$15.5K +415 +6%
BRC
641
Bell Rock Capital
Delaware
$255K -$3.02K -81 -1%
MC
642
Miles Capital
Iowa
$253K – – –
GFPC
643
Global Financial Private Capital
Florida
$252K -$19.3K -517 -7%
CIC
644
Carnegie Investment Counsel
Ohio
$252K -$7.46K -200 -3%
BFA
645
Beacon Financial Advisory
Ohio
$252K +$251K +6,725 New
BFWA
646
Benchmark Financial Wealth Advisors
Florida
$251K +$2.16K +58 +0.9%
TNB
647
TCF National Bank
South Dakota
$249K – – –
FCA
648
FinTrust Capital Advisors
South Carolina
$248K – – –
FWM
649
Focused Wealth Management
New York
$248K +$1.49K +40 +0.6%
AGM
650
Alpine Global Management
New York
$248K +$246K +6,600 New
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