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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
676
Ancora Advisors
Ohio
$213K +$49.2K +1,445 +31%
KFP
677
KMG Fiduciary Partners
Ohio
$211K -$75.8K -2,225 -27%
CWP
678
Capital Wealth Planning
Florida
$210K -$210K -6,171 -50%
BW
679
Bison Wealth
Georgia
$210K – – –
NFG
680
NewFocus Financial Group
Washington
$210K +$206K +6,059 New
BIA
681
BHK Investment Advisors
Alabama
$209K -$92K -2,700 -31%
ACG
682
Allen Capital Group
Nebraska
$208K +$205K +6,010 New
WOSD
683
WFA of San Diego
California
$207K +$187K +5,482 New
CCM
684
Canal Capital Management
Virginia
$207K +$204K +5,990 New
SWP
685
Strategic Wealth Partners
Ohio
$207K +$204K +5,990 New
FNBOO
686
First National Bank of Omaha
Nebraska
$206K +$203K +5,950 New
BCWM
687
Blue Chip Wealth Management
Florida
$204K -$45.9K -1,346 -19%
LIM
688
Leavell Investment Management
Alabama
$202K +$199K +5,840 New
H
689
HoyleCohen
California
$201K +$197K +5,795 New
ESB
690
Essex Savings Bank
Connecticut
$200K +$197K +5,770 New
EWM
691
Executive Wealth Management
Michigan
$200K +$197K +5,785 New
PAM
692
Palisade Asset Management
Minnesota
$200K +$197K +5,785 New
LFG
693
LifePlan Financial Group
Ohio
$191K – – –
FWM
694
Focused Wealth Management
New York
$190K +$852 +25 +0.5%
LWM
695
Liberty Wealth Management
California
$190K +$852 +25 +0.4%
BFIM
696
Beese Fulmer Investment Management
Ohio
$176K +$173K +5,078 New
GFPC
697
Global Financial Private Capital
Florida
$175K -$33.7K -989 -16%
AWA
698
Artemis Wealth Advisors
New York
$165K +$47.5K +1,393 New
VFA
699
Valeo Financial Advisors
Indiana
$164K +$41.6K +1,220 +35%
GI
700
Gradient Investments
Minnesota
$152K -$3.61K -106 -2%
26 27
28
29 30