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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
LFS
801
Legacy Financial Strategies
Kansas
$235K – – –
HB
802
HTLF Bank
Colorado
$234K +$225K +7,518 New
JPWM
803
Jamison Private Wealth Management
Georgia
$234K +$90 +3 +0%
DIM
804
DLK Investment Management
California
$234K +$224K +7,500 New
GVAG
805
Great Valley Advisor Group
Delaware
$234K +$627 +21 +0.3%
IHL
806
Investment House LLC
California
$232K -$1.32M -44,317 -86%
EIA
807
Edgemoor Investment Advisors
Maryland
$231K +$222K +7,420 New
TCBWMS
808
Texas Capital Bank Wealth Management Services
Texas
$230K -$35.6K -1,190 -14%
MCA
809
Millennium Capital Advisors
Arkansas
$228K -$1.67K -56 -0.8%
MWM
810
Meridian Wealth Management
Kentucky
$225K -$215K -7,213 -50%
SPFA
811
Summit Place Financial Advisors
New Jersey
$225K -$31.4K -1,050 -13%
GWM
812
Greenwich Wealth Management
Connecticut
$224K -$149K -4,988 -41%
VAG
813
VisionPoint Advisory Group
Texas
$224K -$457K -15,289 -68%
LCM
814
Lazari Capital Management
California
$223K +$30 +1 +0%
DWP
815
Daymark Wealth Partners
Ohio
$222K -$89.6K -3,000 -30%
TCM
816
Tran Capital Management
California
$222K – – –
GT
817
Glenmede Trust
Pennsylvania
$222K +$110K +3,690 +108%
KP
818
Keel Point
Alabama
$222K -$497K -16,640 -70%
VH
819
Visionary Horizons
Tennessee
$222K +$212K +7,107 New
SFP
820
Shepherd Financial Partners
Massachusetts
$221K -$5.23K -175 -2%
KMWM
821
Keudell/Morrison Wealth Management
Oregon
$221K – – –
BAM
822
Belpointe Asset Management
Nevada
$219K -$413K -13,814 -66%
PMA
823
Prudent Man Advisors
Illinois
$219K – – –
BLC
824
Brown, Lisle/Cummings
Rhode Island
$219K -$17.9K -600 -8%
PCM
825
Princeton Capital Management
New Jersey
$219K +$2.87K +96 +1%
31 32
33
34 35