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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
HWMA
776
Heritage Wealth Management (Arizona)
Arizona
$214K – – –
TF
777
TimeScale Financial
Massachusetts
$213K -$5.03K -150 -2%
PG
778
Proffitt & Goodson
Tennessee
$212K +$224K +6,689 New
FCFC
779
First Citizens Financial Corp
Iowa
$208K +$220K +6,553 New
LIA
780
LS Investment Advisors
Michigan
$207K – – –
LWM
781
Laidlaw Wealth Management
New York
$206K – – –
AFS
782
AFG Fiduciary Services
Massachusetts
$206K +$218K +6,502 New
CPSC
783
Carl P. Sherr & Co
Massachusetts
$205K – – –
SSCA
784
South Shore Capital Advisors
Massachusetts
$204K -$20K -596 -8%
HIMC
785
Heritage Investors Management Corp
Maryland
$204K – – –
HCA
786
Harbour Capital Advisors
Virginia
$202K -$9.22K -275 -4%
AA
787
Alesco Advisors
New York
$202K +$214K +6,390 New
ATC
788
Argent Trust Co
Tennessee
$200K -$324K -9,676 -60%
OCPWS
789
One Charles Private Wealth Services
Massachusetts
$200K +$536 +16 +0.3%
TSWM
790
Tyler-Stone Wealth Management
Ohio
$195K -$2.95K -88 -1%
ZIG
791
Zullo Investment Group
Pennsylvania
$188K +$6.33K +189 +3%
CFO
792
CVA Family Office
Colorado
$185K -$63.9K -1,905 -25%
SWM
793
Sugarloaf Wealth Management
Georgia
$185K +$52K +1,550 +36%
ACA
794
Aptus Capital Advisors
Alabama
$180K – – –
BC
795
Burleson & Co
California
$178K – – –
JHCP
796
Jackson Hole Capital Partners
Oklahoma
$175K – – –
CA
797
Clearstead Advisors
Ohio
$173K +$15.9K +473 +9%
CFD
798
Creative Financial Designs
Indiana
$170K +$235 +7 +0.1%
BCV
799
Banque Cantonale Vaudoise
Switzerland
$168K -$9.59K -286 -5%
FRA
800
Front Row Advisors
California
$166K – – –
30 31
32
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