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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
676
Soltis Investment Advisors
Utah
$369K +$17.3K +456 +5%
DFG
677
Delphi Financial Group
Delaware
$366K +$362K +9,542 New
RSC
678
Red Spruce Capital
Pennsylvania
$363K +$128K +3,373 +56%
CAMG
679
CWA Asset Management Group
Florida
$360K -$244K -6,441 -41%
HW
680
Hancock Whitney
Mississippi
$358K -$1.14M -29,960 -76%
CWA
681
Clarus Wealth Advisors
Arizona
$358K -$23.6K -623 -6%
GG
682
GenWealth Group
New Jersey
$358K – – –
STA
683
Summit Trail Advisors
New York
$356K +$75.9K +2,000 +27%
FWM
684
Frontier Wealth Management
Missouri
$353K -$18.7K -493 -5%
KCA
685
Karn Couzens & Associates
Connecticut
$353K +$96.2K +2,536 +38%
TPM
686
Triasima Portfolio Management
Quebec, Canada
$349K -$55.4K -1,460 -14%
TCM
687
TD Capital Management
Tennessee
$349K +$124K +3,270 +56%
ACP
688
Ashfield Capital Partners
California
$348K +$127K +3,350 +59%
MWM
689
Meridian Wealth Management
Kentucky
$347K -$13.7K -361 -4%
AWA
690
Arkadios Wealth Advisors
Georgia
$347K +$97.6K +2,574 +40%
GKWIM
691
Gerber Kawasaki Wealth & Investment Management
California
$346K +$26.1K +689 +8%
MCA
692
Magnolia Capital Advisors
Mississippi
$345K +$4.32K +114 +1%
SWM
693
Southern Wealth Management
Texas
$344K +$11.7K +309 +4%
APW
694
Austin Private Wealth
Texas
$343K -$996K -26,255 -75%
CCA
695
Cadent Capital Advisors
Oklahoma
$342K +$2.65K +70 +0.8%
CFB
696
Cullen/Frost Bankers
Texas
$339K +$76 +2 +0%
CAM
697
Concorde Asset Management
Michigan
$337K -$40.1K -1,058 -11%
SC
698
Scotia Capital
Ontario, Canada
$337K +$333K +8,768 New
GT
699
Glenmede Trust
Pennsylvania
$336K -$33.8K -890 -9%
SFA
700
Sequoia Financial Advisors
Ohio
$336K -$10.4K -275 -3%
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