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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
726
Eudaimonia Partners
Tennessee
$113K +$112K +2,996 New
BWM
727
Baystate Wealth Management
Massachusetts
$109K +$65.1K +1,744 +149%
PCTC
728
Perkins Coie Trust Company
Washington
$106K – – –
TCWM
729
Total Clarity Wealth Management
Illinois
$105K +$104K +2,780 New
CLOS
730
Compagnie Lombard Odier SCmA
Switzerland
$101K +$101K +2,700 New
VCS
731
Vaughan & Co Securities
New Jersey
$95.8K +$95K +2,548 New
FA
732
Faithward Advisors
Pennsylvania
$94K +$93.3K +2,500 New
HPC
733
HM Payson & Co
Maine
$94K +$93.3K +2,500 New
AWM
734
AllSquare Wealth Management
New York
$82K – – –
S
735
SignatureFD
Georgia
$81K +$73.9K +1,980 +1,070%
ICM
736
Islay Capital Management
Texas
$78K +$77.7K +2,083 New
TJHA
737
Thomas J. Herzfeld Advisors
Florida
$75K – – –
CBT
738
Central Bank & Trust
Kentucky
$73K +$72.8K +1,952 New
BFEC
739
Benjamin F. Edwards & Company
Missouri
$72K +$2.09K +56 +3%
PO
740
Private Ocean
California
$71K – – –
WEC
741
Winslow Evans & Crocker
Massachusetts
$70K -$12.1K -324 -15%
BAM
742
BTS Asset Management
Massachusetts
$70K – – –
CFD
743
Creative Financial Designs
Indiana
$69K -$21.9K -588 -24%
FRA
744
Front Row Advisors
California
$69K – – –
SAM
745
S.A. Mason
Michigan
$68K +$67.9K +1,821 New
TFGT
746
TS Financial Group (TSFG)
Illinois
$67K – – –
EW
747
Element Wealth
Mississippi
$66K +$66K +1,768 New
BA
748
Ballast Advisors
Minnesota
$64K +$63.5K +1,701 New
SIM
749
Sonora Investment Management
Arizona
$63K +$62.7K +1,682 New
TFA
750
Tobias Financial Advisors
Florida
$63K +$63.5K +1,702 New
28 29
30
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