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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
676
BTS Asset Management
Massachusetts
$69K – – –
CCM
677
Cribstone Capital Management
Maine
$67K – – –
TFGT
678
TS Financial Group (TSFG)
Illinois
$67K – – –
EIP
679
Ellis Investment Partners
Pennsylvania
$61K +$29.9K +803 +94%
TCM
680
TD Capital Management
Tennessee
$60K +$3.72K +100 +7%
FPB
681
First PREMIER Bank
South Dakota
$51K – – –
PI
682
PineBridge Investments
New York
$51K – – –
BWM
683
Baystate Wealth Management
Massachusetts
$44K +$43.4K +1,167 New
FA
684
Financial Advantage
Maryland
$40K +$40K +1,075 New
PK
685
Pflug Koory
Nebraska
$39K +$521 +14 +1%
SB
686
Strategic Blueprint
Georgia
$39K +$39.1K +1,050 New
LWS
687
Lucia Wealth Services
California
$38K -$45.2K -1,215 -55%
PFGIA
688
Patriot Financial Group Insurance Agency
Massachusetts
$38K -$7.14K -192 -16%
AAP
689
Arax Advisory Partners
Colorado
$38K – – –
EFSCE
690
Enterprise Financial Services Corp (EFSC)
Missouri
$38K – – –
BWL
691
Bogart Wealth LLC
Virginia
$38K +$5.95K +160 +19%
KC
692
Knuff & Co
California
$38K +$37.2K +1,000 New
PB
693
Pinnacle Bancorp
Nebraska
$35K -$45.9K -1,233 -57%
IWA
694
Intercontinental Wealth Advisors
Texas
$32K – – –
HI
695
Hudock Inc
Pennsylvania
$29K +$9.19K +247 +45%
TL
696
TrueWealth LLC
Georgia
$28K +$186 +5 +0.7%
SWA
697
Sutton Wealth Advisors
Florida
$25.2K +$25K +671 New
LWANC
698
Laurel Wealth Advisors (North Carolina)
North Carolina
$25K – – –
LFG
699
Larson Financial Group
Missouri
$25K +$24.7K +664 New
AIM
700
Anchor Investment Management
South Carolina
$24.4K +$18.6K +500 +333%
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