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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
701
HM Payson & Co
Maine
$48K -$35.9K -1,000 -40%
ICM
702
Islay Capital Management
Texas
$46K -$23.3K -650 -31%
BA
703
Ballast Advisors
Minnesota
$46K -$9.07K -253 -15%
PCG
704
Private Capital Group
Connecticut
$46K – – –
WT
705
Washington Trust
Rhode Island
$45K +$50.6K +1,412 New
CFD
706
Creative Financial Designs
Indiana
$43K -$16.8K -469 -26%
FPB
707
First PREMIER Bank
South Dakota
$43K – – –
PP
708
PrairieView Partners
Minnesota
$43K +$48.3K +1,348 New
HIA
709
Harbor Investment Advisory
Maryland
$42K -$323 -9 -0.7%
PP
710
Pacifica Partners
Canada
$41K +$108 +3 +0.2%
1IA
711
1834 Investment Advisors
Wisconsin
$39K – – –
BWM
712
Baystate Wealth Management
Massachusetts
$37K -$62.5K -1,744 -60%
BAM
713
Bellevue Asset Management
Washington
$37K – – –
CAC
714
Certified Advisory Corp
Florida
$35K +$39K +1,087 New
RDWM
715
Red Door Wealth Management
Tennessee
$35K +$39.4K +1,100 New
PK
716
Pflug Koory
Nebraska
$34K +$359 +10 +0.9%
BWL
717
Bogart Wealth LLC
Virginia
$32K – – –
EFSCE
718
Enterprise Financial Services Corp (EFSC)
Missouri
$32K – – –
LWS
719
Lucia Wealth Services
California
$32K – – –
AIA
720
Armor Investment Advisors
North Carolina
$32K +$35.9K +1,000 New
PB
721
Pinnacle Bancorp
Nebraska
$31K – – –
CFFP
722
Center for Financial Planning
Michigan
$30K +$34.1K +950 New
DCM
723
Davis Capital Management
Florida
$26K +$29.6K +825 New
PFGIA
724
Patriot Financial Group Insurance Agency
Massachusetts
$25K -$12.2K -341 -30%
EIP
725
Ellis Investment Partners
Pennsylvania
$25K -$7.21K -201 -19%
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