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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
701
Clarity Capital Partners
California
$314K -$276K -9,159 -47%
GIA
702
Gladstone Institutional Advisory
Florida
$314K -$1.4M -46,519 -82%
LSIA
703
LaSalle St. Investment Advisors
Illinois
$311K +$22.2K +738 +8%
TCM
704
Traub Capital Management
Massachusetts
$309K +$304K +10,084 New
VFA
705
Valeo Financial Advisors
Indiana
$309K +$8.49K +282 +3%
MIM
706
Merrion Investment Management
New Jersey
$307K – – –
NFG
707
Norris Financial Group
South Carolina
$307K – – –
PMWMG
708
Parr McKnight Wealth Management Group
Minnesota
$307K – – –
LMKC
709
L.M. Kohn & Company
Ohio
$305K -$10.1K -335 -3%
SWA
710
SFMG Wealth Advisors
Texas
$305K +$3.01K +100 +1%
AFP
711
Ausdal Financial Partners
Iowa
$305K +$93.7K +3,113 +46%
FHA
712
First Horizon Advisors
Tennessee
$305K +$2.26K +75 +0.8%
FMP
713
Financial Management Professionals
Texas
$304K -$19.5K -649 -6%
IAG
714
Investmark Advisory Group
Connecticut
$304K +$8.7K +289 +3%
XT
715
XTX Topco
Cayman Islands
$304K +$298K +9,900 New
BB
716
Bell Bank
North Dakota
$299K – – –
JIC
717
Joel Isaacson & Co
New York
$299K -$12.4K -411 -4%
AP
718
Americana Partners
Texas
$295K +$57.6K +1,912 +25%
AA
719
Armis Advisers
Georgia
$295K +$55.9K +1,857 +24%
A
720
Argentarii
Ohio
$295K +$289K +9,602 New
LAM
721
L2 Asset Management
Massachusetts
$294K +$289K +9,599 New
GI
722
Gradient Investments
Minnesota
$294K -$3.01K -100 -1%
MFG
723
Midwest Financial Group
Kansas
$293K – – –
IFA
724
Interactive Financial Advisors
Illinois
$290K -$37.6K -1,249 -12%
FWM
725
Finer Wealth Management
Massachusetts
$289K -$83.9K -2,786 -23%
27 28
29
30 31