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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
MAG
726
Mayfair Advisory Group
Alabama
$275K – – –
FAIM
727
Financial Advocates Investment Management
Washington
$274K -$1.8M -53,582 -86%
FAG
728
Fortitude Advisory Group
Washington
$273K -$1.57K -47 -0.5%
HCM
729
Highview Capital Management
Illinois
$272K -$145K -4,325 -33%
CFB
730
Cullen/Frost Bankers
Texas
$272K – – –
CWM
731
C2C Wealth Management
Arizona
$271K +$335 +10 +0.1%
SAS
732
Stelac Advisory Services
New York
$270K +$15.4K +460 +6%
BWAM
733
Boyd Watterson Asset Management
Ohio
$268K – – –
NPF
734
Norris Perne & French
Michigan
$263K – – –
HWM
735
HB Wealth Management
Georgia
$262K -$680K -20,298 -71%
BLC
736
Brown, Lisle/Cummings
Rhode Island
$260K – – –
ST
737
Sabal Trust
Florida
$260K -$110K -3,292 -29%
FPAS
738
Focus Partners Advisor Solutions
Missouri
$260K +$24.3K +725 +10%
BA
739
Bridge Advisory
California
$257K -$156K -4,665 -37%
RCG
740
Regatta Capital Group
California
$254K – – –
CIA
741
Capital Investment Advisors
Georgia
$254K +$15.9K +474 +6%
MWM
742
Meridian Wealth Management
Kentucky
$253K -$8.01K -239 -3%
RSWM
743
Robertson Stephens Wealth Management
California
$253K -$5.53K -165 -2%
MAWCM
744
Mine & Arao Wealth Creation & Management
California
$253K -$637 -19 -0.2%
NWA
745
Navis Wealth Advisors
New York
$253K – – –
SWMP
746
Signature Wealth Management Partners
New Jersey
$252K +$1.14K +34 +0.4%
SFA
747
Sequoia Financial Advisors
Ohio
$251K -$55.2K -1,648 -17%
ST
748
Spinnaker Trust
Maine
$250K -$7.84M -233,879 -97%
CC
749
Callan Capital
California
$250K +$265K +7,900 New
RMC
750
Resources Management Corp
Connecticut
$243K +$58.8K +1,755 +30%
28 29
30
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