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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
GVAG
801
Great Valley Advisor Group
Delaware
$255K +$38.7K +1,201 +19%
WE
802
Wealth Effects
Massachusetts
$254K -$483 -15 -0.2%
WP
803
WealthShield Partners
North Carolina
$251K -$2.61K -81 -1%
OA
804
Oxbow Advisors
Texas
$249K – – –
DIM
805
DLK Investment Management
California
$249K – – –
FNWM
806
Financial Network Wealth Management
Utah
$249K +$129 +4 +0.1%
AWM
807
Avior Wealth Management
Nebraska
$249K +$12.6K +390 +5%
IHL
808
Investment House LLC
California
$247K – – –
IWP
809
Insight Wealth Partners
Texas
$247K – – –
HL
810
HeadInvest LLC
Maine
$247K -$74K -2,300 -24%
SWA
811
Stratos Wealth Advisors
Ohio
$246K +$9.3K +289 +4%
PMA
812
Prudent Man Advisors
Illinois
$243K – – –
MCA
813
Millennium Capital Advisors
Arkansas
$243K – – –
LWANC
814
Laurel Wealth Advisors (North Carolina)
North Carolina
$242K -$41.8K -1,300 -15%
FWIA
815
Fort Washington Investment Advisors
Ohio
$242K – – –
AA
816
Ancora Advisors
Ohio
$241K -$1.87K -58 -0.8%
TNBTD
817
Trustmark National Bank Trust Department
Mississippi
$241K +$161 +5 +0.1%
PFG
818
Pinnacle Financial Group
Illinois
$240K +$232K +7,221 New
CT
819
Colonial Trust
South Carolina
$240K +$58.4K +1,815 +34%
WCM
820
WealthBridge Capital Management
Ohio
$237K +$10.4K +322 +5%
TCM
821
Tran Capital Management
California
$236K – – –
CAP
822
Columbia Advisory Partners
Washington
$234K +$227K +7,049 New
SMH
823
Sanders Morris Harris
Texas
$233K – – –
COCM
824
Charter Oak Capital Management
New Hampshire
$233K +$740 +23 +0.3%
DFCM
825
Dark Forest Capital Management
Puerto Rico
$232K +$224K +6,973 New
31 32
33
34 35