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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
751
Oarsman Capital
Wisconsin
$243K +$257K +7,672 New
BWP
752
Balboa Wealth Partners
Arizona
$240K +$254K +7,571 New
NFSG
753
Newbridge Financial Services Group
Florida
$239K +$872 +26 +0.3%
CSA
754
Cottage Street Advisors
Massachusetts
$237K -$74.2K -2,215 -23%
ECG
755
Edge Capital Group
Georgia
$236K -$25.5K -760 -9%
LFS
756
Legacy Financial Strategies
Kansas
$236K – – –
NIC
757
Northwest Investment Counselors
Oregon
$235K -$1.94K -58 -0.8%
RF
758
Resolute Financial
Massachusetts
$234K +$3.29K +98 +1%
JWA
759
JFS Wealth Advisors
Pennsylvania
$233K +$101 +3 +0%
SC
760
Seldon Capital
California
$228K – – –
IP
761
Investment Partners
Ohio
$228K +$241K +7,185 New
AAA
762
Adams Asset Advisors
Texas
$226K – – –
TCM
763
Tran Capital Management
California
$225K – – –
PMA
764
Prudent Man Advisors
Illinois
$223K – – –
SMH
765
Sanders Morris Harris
Texas
$222K – – –
RT
766
Rockland Trust
Massachusetts
$222K +$235K +7,003 New
TC
767
Titleist Capital
Texas
$220K -$2.04M -60,838 -90%
1CM
768
1492 Capital Management
Wisconsin
$220K – – –
PCM
769
Princeton Capital Management
New Jersey
$219K – – –
CCFM
770
Clear Creek Financial Management
Washington
$218K -$77.8K -2,322 -25%
WSTAM
771
Wilbanks Smith & Thomas Asset Management
Virginia
$218K -$4.79K -143 -2%
FF
772
Francis Financial
$218K – – –
SIG
773
Stonegate Investment Group
Alabama
$218K – – –
AA
774
Ancora Advisors
Ohio
$218K +$5.87K +175 +3%
TMWM
775
Taylor & Morgan Wealth Management
Michigan
$216K -$64.6K -1,928 -22%
29 30
31
32 33