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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
751
Sonora Investment Management
Arizona
$63K +$62.7K +1,682 New
TFA
752
Tobias Financial Advisors
Florida
$63K +$63.5K +1,702 New
TCM
753
TD Capital Management
Tennessee
$60K – – –
CL
754
Cabana LLC
Arkansas
$58K -$31.3M -840,101 -100%
ETI
755
Enterprise Trust & Investment
California
$57K -$37.3K -1,000 -40%
TFS
756
TrustCore Financial Services
Tennessee
$55K +$36.1K +969 +194%
PCG
757
Private Capital Group
Connecticut
$54K -$130K -3,475 -70%
FPB
758
First PREMIER Bank
South Dakota
$51K – – –
PI
759
PineBridge Investments
New York
$51K – – –
HIA
760
Harbor Investment Advisory
Maryland
$50K +$50K +1,341 New
PCA
761
Providence Capital Advisors
North Carolina
$48K +$35.1K +942 +285%
PP
762
Pacifica Partners
Canada
$48K +$48K +1,288 New
1IA
763
1834 Investment Advisors
Wisconsin
$46K +$45.3K +1,215 New
RWB
764
RMR Wealth Builders
New Jersey
$45K +$44.8K +1,200 New
TAM
765
Townsend Asset Management
North Carolina
$44K +$43.6K +1,170 New
PFGIA
766
Patriot Financial Group Insurance Agency
Massachusetts
$43K +$4.07K +109 +11%
BAM
767
Bellevue Asset Management
Washington
$41K +$41K +1,100 New
EIP
768
Ellis Investment Partners
Pennsylvania
$40K -$22.1K -593 -36%
PK
769
Pflug Koory
Nebraska
$40K +$671 +18 +2%
MAM
770
Meeder Asset Management
Ohio
$40K +$34.2K +918 +592%
FGAM
771
Financial Gravity Asset Management
Texas
$39K +$86.2K +2,310 +1,045%
AAP
772
Arax Advisory Partners
Colorado
$38K – – –
BWL
773
Bogart Wealth LLC
Virginia
$38K – – –
EFSCE
774
Enterprise Financial Services Corp (EFSC)
Missouri
$38K – – –
KC
775
Knuff & Co
California
$38K – – –
29 30
31
32 33