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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
726
Geller Advisors
New York
$271K +$54.2K +1,689 +24%
CAMG
727
CWA Asset Management Group
Florida
$269K -$5.39K -168 -2%
RCG
728
Regatta Capital Group
California
$269K – – –
ACA
729
Aptus Capital Advisors
Alabama
$269K +$163K +5,077 +143%
KS
730
Karpas Strategies
Connecticut
$267K +$193 +6 +0.1%
DBT
731
Dubuque Bank & Trust
Iowa
$265K -$16.9K -527 -6%
BWAM
732
Boyd Watterson Asset Management
Ohio
$264K – – –
SS
733
Sunbelt Securities
Texas
$263K -$72.9K -2,270 -21%
APWM
734
Argonautica Private Wealth Management
Massachusetts
$260K +$21.3K +664 +9%
ISWM
735
Independent Solutions Wealth Management
New York
$255K -$539K -16,782 -67%
LOIP
736
Live Oak Investment Partners
Texas
$253K – – –
OFG
737
Omega Financial Group
California
$253K -$40.5K -1,262 -13%
BSSFA
738
Baron Silver Stevens Financial Advisors
Florida
$250K -$163K -5,060 -39%
OIA
739
Optimum Investment Advisors
Illinois
$250K -$51K -1,588 -17%
NIC
740
Northwest Investment Counselors
Oregon
$248K -$7.03K -219 -3%
BLC
741
Brown, Lisle/Cummings
Rhode Island
$248K – – –
MCA
742
Millennium Capital Advisors
Arkansas
$248K -$6.42K -200 -2%
SAS
743
Stelac Advisory Services
New York
$248K -$3.85K -120 -1%
IWM
744
IHT Wealth Management
Illinois
$248K -$610K -19,001 -71%
CWM
745
C2C Wealth Management
Arizona
$247K -$16.1K -500 -6%
HWM
746
Hohimer Wealth Management
Washington
$246K -$4.56K -142 -2%
AT
747
American Trust
Kentucky
$246K +$39.9K +1,243 +11%
WMA
748
Wealth Management Associates
New Jersey
$246K -$16.1K -500 -6%
CFG
749
Citizens Financial Group
Rhode Island
$246K -$348K -10,850 -58%
IAS
750
Insigneo Advisory Services
Florida
$246K +$253K +7,867 New
28 29
30
31 32