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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
701
Ethos Financial Group
Pennsylvania
$295K +$303K +9,729 New
SIC
702
Samalin Investment Counsel
New York
$295K +$5.51K +177 +2%
PIA
703
Panoramic Investment Advisors
Colorado
$294K +$299K +9,620 New
HIF
704
Hill Island Financial
Michigan
$293K +$299K +9,600 New
OIA
705
Optimum Investment Advisors
Illinois
$293K -$12.4K -400 -4%
PWMAG
706
Pinnacle Wealth Management Advisory Group
New Jersey
$293K -$19.4K -625 -6%
PFC
707
Phocas Financial Corp
California
$292K -$47.7K -1,533 -14%
GJIA
708
Glass Jacobson Investment Advisors
Maryland
$290K +$296K +9,501 New
GP
709
Girard Partners
Pennsylvania
$290K -$24.4K -784 -8%
CPO
710
Cerity Partners OCIO
New York
$286K -$10.8K -347 -4%
OFG
711
Omega Financial Group
California
$286K -$7.56K -243 -3%
PCWA
712
Pacific Capital Wealth Advisors
California
$285K -$48.3K -1,552 -14%
GG
713
GenWealth Group
New Jersey
$285K – – –
UBV
714
United Bank (Virginia)
Virginia
$284K -$23.5K -755 -7%
WAG
715
Winthrop Advisory Group
Massachusetts
$284K -$443K -14,255 -61%
KWM
716
KFG Wealth Management
Indiana
$284K +$289K +9,290 New
CS
717
Comerica Securities
Michigan
$279K -$9.95K -320 -3%
WF
718
Warner Financial
Maryland
$279K -$112K -3,606 -28%
GA
719
Greytown Advisors
Florida
$279K +$1.24K +40 +0.4%
WMA
720
West Michigan Advisors
Michigan
$279K -$6.04K -194 -2%
CPIA
721
Cornell Pochily Investment Advisors
New York
$278K -$16.1K -519 -5%
CS
722
Capital Square
Tennessee
$277K +$282K +9,080 New
CWM
723
C2C Wealth Management
Arizona
$277K -$311 -10 -0.1%
MFG
724
Merit Financial Group
Georgia
$275K -$1.61M -51,912 -85%
DBT
725
Dubuque Bank & Trust
Iowa
$275K – – –
27 28
29
30 31