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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
801
Websterrogers Financial Advisors
South Carolina
$223K -$68K -2,260 -24%
TCM
802
Triumph Capital Management
Colorado
$222K -$187K -6,225 -46%
KFI
803
Key Financial Inc
Pennsylvania
$222K +$6.23K +207 +3%
PWM
804
Pines Wealth Management
North Carolina
$220K – – –
HAG
805
HF Advisory Group
Maryland
$220K +$3.58K +119 +2%
TCM
806
Tran Capital Management
California
$218K – – –
CP
807
Cumberland Partners
Ontario, Canada
$216K +$212K +7,030 New
TFP
808
Traction Financial Partners
Wyoming
$216K +$211K +7,025 New
SMH
809
Sanders Morris Harris
Texas
$215K – – –
AFA
810
Allium Financial Advisors
Oregon
$213K – – –
AIC
811
Archer Investment Corporation
Indiana
$212K +$60 +2 +0%
WCA
812
Westover Capital Advisors
Delaware
$211K -$9M -298,922 -98%
SIG
813
Stonegate Investment Group
Alabama
$211K – – –
VCA
814
Verdence Capital Advisors
Maryland
$210K – – –
OA
815
Oxbow Advisors
Texas
$210K – – –
FPW
816
Flywheel Private Wealth
California
$210K -$139K -4,620 -40%
1CP
817
17 Capital Partners
Arizona
$208K +$204K +6,772 New
CT
818
Colonial Trust
South Carolina
$207K -$15.2K -504 -7%
SIAG
819
Safeguard Investment Advisory Group
California
$207K +$203K +6,757 New
MCA
820
Millennium Capital Advisors
Arkansas
$207K -$2.71K -90 -1%
EWA
821
EP Wealth Advisors
California
$206K -$30.5K -1,012 -13%
MAG
822
Mokosak Advisory Group
Iowa
$206K +$3.46K +115 +2%
RWB
823
RMR Wealth Builders
New Jersey
$206K +$1.39K +46 +0.7%
RWM
824
Ritholtz Wealth Management
New York
$205K -$16K -531 -7%
TAM
825
Tocqueville Asset Management
New York
$202K -$2.26K -75 -1%
31 32
33
34 35