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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
HGERS
751
Householder Group Estate & Retirement Specialist
Arizona
$231K +$234K +7,651 New
CGA
752
Crescent Grove Advisors
Illinois
$230K +$3.03K +99 +1%
BLC
753
Brown, Lisle/Cummings
Rhode Island
$230K -$7.64K -250 -3%
CBB
754
Citizens Business Bank
California
$228K -$21.7K -710 -9%
OAM
755
Occidental Asset Management
California
$227K -$43.6K -1,428 -16%
JPWM
756
Jamison Private Wealth Management
Georgia
$226K +$229K +7,508 New
ML
757
McAdam LLC
Pennsylvania
$226K -$70.6K -2,310 -24%
GVAG
758
Great Valley Advisor Group
Delaware
$226K -$130K -4,258 -36%
JFG
759
Jefferies Financial Group
New York
$225K +$228K +7,463 New
LFS
760
Legacy Financial Strategies
Kansas
$224K – – –
PCM
761
Parsons Capital Management
Rhode Island
$224K – – –
IW
762
Instrumental Wealth
Florida
$223K +$31.1K +1,016 +15%
DWA
763
Douglass Winthrop Advisors
New York
$223K +$226K +7,400 New
MCA
764
Millennium Capital Advisors
Arkansas
$222K -$12K -392 -5%
WCM
765
WealthBridge Capital Management
Ohio
$220K -$39.5K -1,293 -15%
FI
766
Financial Insights
Washington
$220K +$235K +7,700 New
SFP
767
Shepherd Financial Partners
Massachusetts
$219K -$35.6K -1,166 -14%
NFSG
768
Newbridge Financial Services Group
Florida
$219K -$43.6K -1,427 -16%
JWCA
769
J.W. Coons Advisors
Ohio
$218K +$221K +7,245 New
WMA
770
Wealth Management Associates
New Jersey
$218K -$11.5K -375 -5%
LCM
771
Lazari Capital Management
California
$216K -$59.6K -1,950 -21%
FAG
772
Fortitude Advisory Group
Washington
$216K -$18.4K -603 -8%
TCM
773
Tran Capital Management
California
$215K – – –
CIC
774
Carnegie Investment Counsel
Ohio
$214K -$4.25K -139 -2%
KMWM
775
Keudell/Morrison Wealth Management
Oregon
$214K -$18.3K -600 -8%
29 30
31
32 33