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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
CAMG
676
CWA Asset Management Group
Florida
$379K -$9.21K -272 -2%
ST
677
Sabal Trust
Florida
$378K – – –
TWA
678
TCI Wealth Advisors
Arizona
$377K -$798K -23,585 -67%
PCM
679
Parsons Capital Management
Rhode Island
$375K -$51.4K -1,518 -12%
GJIC
680
Gamble Jones Investment Counsel
California
$371K +$32.1K +950 +9%
WJWM
681
Williams Jones Wealth Management
New York
$367K – – –
APA
682
Astoria Portfolio Advisors
New York
$363K -$465K -13,731 -55%
TCM
683
TD Capital Management
Tennessee
$360K +$2.71K +80 +0.7%
PCWA
684
Pacific Capital Wealth Advisors
California
$358K -$40.4K -1,194 -10%
FIA
685
Foundations Investment Advisors
Arizona
$357K +$24.1K +711 +7%
PFC
686
Phocas Financial Corp
California
$356K +$10.2K +300 +3%
FFWM
687
Future Financial Wealth Management
Ohio
$355K – – –
LWP
688
Lumature Wealth Partners
Georgia
$353K – – –
MFA
689
Mayflower Financial Advisors
Massachusetts
$352K +$141K +4,162 +64%
SC
690
Slow Capital
California
$348K -$26.1K -772 -7%
HKIMG
691
Hutchens & Kramer Investment Management Group
Indiana
$347K -$15.9K -469 -4%
MCA
692
MSH Capital Advisors
Arizona
$346K +$14.1K +418 +4%
OIA
693
Optimum Investment Advisors
Illinois
$345K – – –
AWA
694
AmeriServ Wealth Advisors
Pennsylvania
$344K – – –
KMWM
695
Keudell/Morrison Wealth Management
Oregon
$344K – – –
DOA
696
D'Orazio & Associates
Virginia
$343K – – –
CPO
697
Cerity Partners OCIO
New York
$342K -$50.2K -1,483 -12%
KCPG
698
Kavar Capital Partners Group
Kansas
$340K +$350K +10,350 New
BFA
699
Bragg Financial Advisors
North Carolina
$339K +$10.2K +300 +3%
CCB
700
Country Club Bank
Missouri
$336K -$6.31M -186,358 -95%
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