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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
BPA
676
Beacon Pointe Advisors
California
$341K -$144K -4,283 -28%
LWP
677
Lumature Wealth Partners
Georgia
$340K – – –
FTUS
678
Flow Traders U.S.
New York
$338K +$357K +10,661 New
HKIMG
679
Hutchens & Kramer Investment Management Group
Indiana
$336K +$1.17K +35 +0.3%
LWMG
680
Levy Wealth Management Group
Pennsylvania
$333K +$352K +10,500 New
KMWM
681
Keudell/Morrison Wealth Management
Oregon
$332K – – –
GP
682
Girard Partners
Pennsylvania
$325K +$71.9K +2,145 +26%
PWMAG
683
Pinnacle Wealth Management Advisory Group
New Jersey
$323K -$286K -8,520 -45%
ABC
684
Associated Banc-Corp
Wisconsin
$322K – – –
FFWM
685
Future Financial Wealth Management
Ohio
$321K – – –
NGA
686
Naples Global Advisors
Florida
$320K +$120K +3,570 +55%
MCA
687
MSH Capital Advisors
Arizona
$319K -$14.7K -439 -4%
WCM
688
Windsor Capital Management
Arizona
$319K -$350K -10,436 -51%
FIA
689
Foundations Investment Advisors
Arizona
$319K -$28K -835 -8%
UBV
690
United Bank (Virginia)
Virginia
$319K +$20.5K +613 +6%
AWA
691
Amplius Wealth Advisors
Pennsylvania
$317K – – –
OIA
692
Optimum Investment Advisors
Illinois
$316K -$16.8K -500 -5%
MIM
693
Merrion Investment Management
New Jersey
$316K – – –
SDJVC
694
St. Denis J. Villere & Co
Louisiana
$316K – – –
IHL
695
Investment House LLC
California
$313K – – –
WMA
696
Wealth Management Associates
New Jersey
$309K -$168 -5 -0.1%
CPO
697
Cerity Partners OCIO
New York
$308K -$22.5K -671 -6%
RI
698
Ridgewood Investments
New Jersey
$307K – – –
CPIA
699
Cornell Pochily Investment Advisors
New York
$305K -$14.7K -440 -4%
IP
700
Ignite Planners
California
$305K +$4.16K +124 +1%
26 27
28
29 30