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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
651
Triumph Capital Management
Colorado
$458K -$59.7K -1,872 -12%
BI
652
Bramshill Investments
Florida
$456K -$4.43M -139,041 -91%
KA
653
Klingman & Associates
New York
$452K – – –
NPT
654
National Philanthropic Trust
Pennsylvania
$451K -$27.9K -875 -6%
EGA
655
E&G Advisors
Texas
$446K – – –
RSWM
656
Robertson Stephens Wealth Management
California
$445K -$6.09K -191 -1%
KLCM
657
KG&L Capital Management
Louisiana
$445K +$26.8K +840 +6%
PWA
658
Provenance Wealth Advisors
Florida
$443K +$31.9K +1,000 +8%
CFS
659
Coordinated Financial Services
Colorado
$440K +$435K +13,638 New
LMKC
660
L.M. Kohn & Company
Ohio
$439K -$150K -4,713 -26%
BIA
661
Benchmark Investment Advisors
Illinois
$439K -$58.7K -1,842 -12%
BP
662
Ballentine Partners
Massachusetts
$438K -$1.87M -58,610 -81%
HIA
663
Harbor Investment Advisory
Maryland
$438K – – –
IF
664
Ironwood Financial
Arizona
$437K -$37.2K -1,167 -8%
RCA
665
Ranch Capital Advisors
Florida
$437K -$10.9K -343 -2%
AGA
666
Arkos Global Advisors
Texas
$435K +$184K +5,781 +75%
PBF
667
Petix & Botte Financial
California
$434K -$425K -13,331 -50%
NFG
668
Nations Financial Group
Iowa
$433K +$4.3K +135 +1%
CL
669
Choreo LLC
Illinois
$433K -$35.9K -1,127 -8%
PP
670
Prudential plc
United Kingdom
$429K – – –
FFS
671
Founders Financial Securities
Maryland
$425K +$1.02K +32 +0.2%
CIC
672
Cutler Investment Counsel
Oregon
$424K -$38.3K -1,200 -8%
KWA
673
Kingswood Wealth Advisors
California
$423K -$1.24K -39 -0.3%
CCG
674
Coastwise Capital Group
California
$421K +$19.6K +614 +5%
EA
675
Eclectic Associates
California
$420K +$55.1K +1,728 +15%
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