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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
751
Tran Capital Management
California
$273K – – –
WJWM
752
Williams Jones Wealth Management
New York
$273K +$4.4K +116 +2%
VFPI
753
Vantage Financial Partners (Illinois)
Illinois
$271K -$19K -500 -7%
BW
754
Bison Wealth
Georgia
$270K -$3.75K -99 -1%
LWP
755
Lumature Wealth Partners
Georgia
$269K -$90.7K -2,391 -25%
MFG
756
MidWestOne Financial Group
Iowa
$269K – – –
SMH
757
Sanders Morris Harris
Texas
$269K +$266K +7,000 New
MHR
758
Matthew Hamilton Rosenberg
$268K +$18.4K +485 +7%
VCM
759
Virtue Capital Management
Tennessee
$265K -$510K -13,433 -66%
WP
760
WealthShield Partners
North Carolina
$265K -$273K -7,189 -51%
CWAF
761
Core Wealth Advisors (Florida)
Florida
$265K -$8.65K -228 -3%
NGA
762
Naples Global Advisors
Florida
$262K -$96.3K -2,540 -27%
SWMP
763
Signature Wealth Management Partners
New Jersey
$260K +$341 +9 +0.1%
COCM
764
Charter Oak Capital Management
New Hampshire
$260K +$27K +711 +12%
PMA
765
Prudent Man Advisors
Illinois
$258K – – –
HCP
766
Hexagon Capital Partners
Arkansas
$256K +$79.6K +2,099 +46%
RT
767
Rockland Trust
Massachusetts
$255K -$94.9K -2,503 -27%
WP
768
WealthSource Partners
California
$255K +$32.4K +855 +15%
NFG
769
Nations Financial Group
Iowa
$254K +$30.5K +804 +14%
FNWM
770
Financial Network Wealth Management
Utah
$252K -$28.1K -740 -10%
MFA
771
Mayflower Financial Advisors
Massachusetts
$252K -$25.2K -664 -9%
LIA
772
LS Investment Advisors
Michigan
$252K – – –
AC
773
Apella Capital
Connecticut
$250K -$59.4K -1,567 -19%
WFMPM
774
Woodley Farra Manion Portfolio Management
Indiana
$250K +$247K +6,511 New
HIMC
775
Heritage Investors Management Corp
Maryland
$248K – – –
29 30
31
32 33