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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
PHS
701
Pekin Hardy Strauss
Illinois
$420K -$2.41M -65,496 -85%
ST
702
Sabal Trust
Florida
$418K -$202K -5,500 -32%
RC
703
Reik & Co
New York
$417K -$180K -4,885 -30%
NIC
704
Northwest Investment Counselors
Oregon
$416K -$62.9K -1,710 -13%
SC
705
Slow Capital
California
$414K -$1.67M -45,505 -80%
AWA
706
Arete Wealth Advisors
Illinois
$412K +$17.8K +484 +4%
WJWM
707
Williams Jones Wealth Management
New York
$406K +$141K +3,844 +53%
BFG
708
Beacon Financial Group
Texas
$405K -$89.3K -2,428 -18%
CCM
709
Chilton Capital Management
Texas
$404K – – –
AFS
710
AFG Fiduciary Services
Massachusetts
$404K +$95.7K +2,602 +31%
FAG
711
Fortitude Advisory Group
Washington
$401K +$41.4K +1,126 +11%
KL
712
KilterHowling LLC
Colorado
$401K +$25.5K +693 +7%
PAG
713
Paladin Advisory Group
Iowa
$399K +$406K +11,029 New
SAS
714
Stelac Advisory Services
New York
$397K -$89.6K -2,438 -18%
HKIMG
715
Hutchens & Kramer Investment Management Group
Indiana
$397K – – –
ES
716
ETF Store
Kansas
$397K +$4.49K +122 +1%
BI
717
Ballast Inc
Kentucky
$396K -$3.68K -100 -0.9%
TCM
718
TD Capital Management
Tennessee
$395K +$12.1K +330 +3%
SFA
719
Sequoia Financial Advisors
Ohio
$394K -$139K -3,774 -26%
LWP
720
Lumature Wealth Partners
Georgia
$392K – – –
ABC
721
Associated Banc-Corp
Wisconsin
$386K – – –
PFC
722
Phocas Financial Corp
California
$384K -$18.4K -500 -5%
MIM
723
Macroview Investment Management
Maryland
$382K -$1.38M -37,601 -78%
WCM
724
WealthBridge Capital Management
Ohio
$382K -$25.8K -703 -6%
OIA
725
Optimum Investment Advisors
Illinois
$382K +$3.68K +100 +1%
27 28
29
30 31