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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
626
Marathon Capital Management
Maryland
$257K +$252K +7,409 New
MAP
627
Milestone Advisory Partners
North Carolina
$256K – – –
HCM
628
HMS Capital Management
Tennessee
$256K +$252K +7,398 New
AIP
629
Almanack Investment Partners
Pennsylvania
$255K -$151K -4,445 -38%
AAA
630
Adams Asset Advisors
Texas
$253K – – –
MAWCM
631
Mine & Arao Wealth Creation & Management
California
$253K +$307 +9 +0.1%
WJWM
632
Williams Jones Wealth Management
New York
$251K +$8.52K +250 +4%
HIA
633
Harbor Investment Advisory
Maryland
$249K +$200K +5,865 +440%
BS
634
Banco Santander
Spain
$247K – – –
ECM
635
Elgethun Capital Management
South Dakota
$246K -$291K -8,539 -51%
TCM
636
Tran Capital Management
California
$246K – – –
ABC
637
Associated Banc-Corp
Wisconsin
$245K – – –
SEM
638
Suncoast Equity Management
Florida
$244K +$34 +1 +0%
MFG
639
MidWestOne Financial Group
Iowa
$242K -$78.2K -2,296 -25%
MAG
640
Mayfair Advisory Group
Alabama
$242K – – –
WP
641
WealthPLAN Partners
Nebraska
$242K +$227K +6,655 New
OFG
642
Omega Financial Group
California
$239K -$8.48K -249 -3%
WSTAM
643
Wilbanks Smith & Thomas Asset Management
Virginia
$239K – – –
BFWA
644
Benchmark Financial Wealth Advisors
Florida
$234K +$1.81K +53 +0.8%
LBC
645
Lowe Brockenbrough & Co
Virginia
$233K -$9.3K -273 -4%
AA
646
Advisory Alpha
Michigan
$233K -$9.03K -265 -4%
FA
647
FCG Advisors
New Jersey
$233K +$6.07K +178 +3%
DT
648
Diversified Trust
Tennessee
$233K +$229K +6,724 New
PMA
649
Prudent Man Advisors
Illinois
$233K +$229K +6,724 New
BFA
650
Beaumont Financial Advisors
Massachusetts
$233K +$229K +6,726 New
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