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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
651
Bragg Financial Advisors
North Carolina
$332K – – –
KCPG
652
Kavar Capital Partners Group
Kansas
$332K +$336K +11,000 New
PWP
653
Principle Wealth Partners
Connecticut
$331K +$17.4K +569 +5%
GA
654
Geller Advisors
New York
$331K +$39.2K +1,284 +13%
OCM
655
Objective Capital Management
Ohio
$330K +$105K +3,437 +46%
EFG
656
Ethos Financial Group
Pennsylvania
$330K +$37.7K +1,233 +13%
WBCM
657
Wilson & Boucher Capital Management
California
$329K – – –
CCFM
658
Clear Creek Financial Management
Washington
$327K -$24.9K -815 -7%
AA
659
Ancora Advisors
Ohio
$326K +$4.04K +132 +1%
MWM
660
Melfa Wealth Management
Massachusetts
$325K +$4.49K +147 +1%
MWM
661
Madison Wealth Management
Ohio
$324K +$328K +10,745 New
CWM
662
Connecticut Wealth Management
Connecticut
$324K +$328K +10,730 New
AWM
663
Atticus Wealth Management
Florida
$322K +$3.03K +99 +0.9%
TI
664
Trexquant Investment
Connecticut
$321K +$325K +10,635 New
CFB
665
Cullen/Frost Bankers
Texas
$320K – – –
TCM
666
TD Capital Management
Tennessee
$318K +$978 +32 +0.3%
RFN
667
RDA Financial Network
Iowa
$315K -$8.99K -294 -3%
PMG
668
ProVise Management Group
Florida
$314K -$76.4K -2,500 -19%
IWP
669
Insight Wealth Partners
Texas
$313K -$10.7K -351 -3%
HKIMG
670
Hutchens & Kramer Investment Management Group
Indiana
$313K +$1.31K +43 +0.4%
HW
671
Hancock Whitney
Mississippi
$312K +$317K +10,362 New
COCM
672
Charter Oak Capital Management
New Hampshire
$312K -$11.5K -377 -4%
WF
673
Warner Financial
Maryland
$310K +$35K +1,146 +13%
IIC
674
Ironwood Investment Counsel
Arizona
$309K +$687K +22,464 New
JC
675
JB Capital
Connecticut
$307K +$26.3K +859 +9%
25 26
27
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