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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
HB
801
HTLF Bank
Colorado
$234K +$225K +7,518 New
JPWM
802
Jamison Private Wealth Management
Georgia
$234K +$90 +3 +0%
DIM
803
DLK Investment Management
California
$234K +$224K +7,500 New
GVAG
804
Great Valley Advisor Group
Delaware
$234K +$627 +21 +0.3%
IHL
805
Investment House LLC
California
$232K -$1.32M -44,317 -86%
EIA
806
Edgemoor Investment Advisors
Maryland
$231K +$222K +7,420 New
TCBWMS
807
Texas Capital Bank Wealth Management Services
Texas
$230K -$35.6K -1,190 -14%
MCA
808
Millennium Capital Advisors
Arkansas
$228K -$1.67K -56 -0.8%
MWM
809
Meridian Wealth Management
Kentucky
$225K -$215K -7,213 -50%
SPFA
810
Summit Place Financial Advisors
New Jersey
$225K -$31.4K -1,050 -13%
GWM
811
Greenwich Wealth Management
Connecticut
$224K -$149K -4,988 -41%
VAG
812
VisionPoint Advisory Group
Texas
$224K -$457K -15,289 -68%
LCM
813
Lazari Capital Management
California
$223K +$30 +1 +0%
DWP
814
Daymark Wealth Partners
Ohio
$222K -$89.6K -3,000 -30%
TCM
815
Tran Capital Management
California
$222K – – –
GT
816
Glenmede Trust
Pennsylvania
$222K +$110K +3,690 +108%
KP
817
Keel Point
Alabama
$222K -$497K -16,640 -70%
VH
818
Visionary Horizons
Tennessee
$222K +$212K +7,107 New
SFP
819
Shepherd Financial Partners
Massachusetts
$221K -$5.23K -175 -2%
KMWM
820
Keudell/Morrison Wealth Management
Oregon
$221K – – –
BAM
821
Belpointe Asset Management
Nevada
$219K -$413K -13,814 -66%
PMA
822
Prudent Man Advisors
Illinois
$219K – – –
BLC
823
Brown, Lisle/Cummings
Rhode Island
$219K -$17.9K -600 -8%
PCM
824
Princeton Capital Management
New Jersey
$219K +$2.87K +96 +1%
WCM
825
WealthBridge Capital Management
Ohio
$217K -$10.2K -340 -5%
31 32
33
34 35