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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
SWMP
776
Signature Wealth Management Partners
New Jersey
$267K +$504 +13 +0.2%
CFA
777
Carroll Financial Associates
North Carolina
$265K +$10.9K +282 +4%
PMA
778
Prudent Man Advisors
Illinois
$264K – – –
LIA
779
LS Investment Advisors
Michigan
$258K – – –
RT
780
Rockland Trust
Massachusetts
$256K -$5K -129 -2%
CFA
781
Capstone Financial Advisors
Illinois
$255K +$2.09K +54 +0.8%
HIMC
782
Heritage Investors Management Corp
Maryland
$254K – – –
RMC
783
Resources Management Corp
Connecticut
$252K -$166K -4,275 -40%
BWM
784
Benchmark Wealth Management
Connecticut
$252K – – –
SCA
785
Stonebridge Capital Advisors
Minnesota
$251K +$134K +3,456 +115%
NGA
786
Naples Global Advisors
Florida
$248K -$20.3K -525 -8%
AII
787
AGF Investments Inc
Ontario, Canada
$246K -$49.5K -1,279 -17%
BWA
788
Beam Wealth Advisors
Louisiana
$246K +$242K +6,244 New
SWM
789
Segment Wealth Management
Texas
$245K – – –
CA
790
Crewe Advisors
Utah
$243K – – –
EAM
791
Evanson Asset Management
California
$242K +$194 +5 +0.1%
SSCA
792
South Shore Capital Advisors
Massachusetts
$242K +$775 +20 +0.3%
RRA
793
Round Rock Advisors
Connecticut
$240K – – –
BWM
794
Birchcreek Wealth Management
Ohio
$239K +$18.1K +467 +8%
RPSA
795
Richard P. Slaughter Associates
Texas
$238K +$235K +6,060 New
AC
796
Apella Capital
Connecticut
$237K -$18.3K -473 -7%
IWP
797
Innova Wealth Partners
Pennsylvania
$237K -$5.81K -150 -2%
TWP
798
Tempus Wealth Planning
California
$237K +$234K +6,029 New
AA
799
AlphaCentric Advisors
Puerto Rico
$236K +$10.8K +280 +5%
KFP
800
KMG Fiduciary Partners
Ohio
$235K -$1.01K -26 -0.4%
30 31
32
33 34