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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
NR
826
Newfound Research
Massachusetts
– -$1.31M -34,826 Closed
CCM
827
Crabel Capital Management
California
– -$1.28M -34,190 Closed
SRSA
828
S.R. Schill & Associates
Washington
– -$1.15M -30,479 Closed
CCM
829
Contrarian Capital Management
Connecticut
– -$1.06M -28,277 Closed
AI
830
Atria Investments
North Carolina
– -$1.02M -27,213 Closed
BFM
831
Boothbay Fund Management
New York
– -$984K -26,173 Closed
PPA
832
Parametric Portfolio Associates
Washington
– -$775K -20,617 Closed
VWA
833
V Wealth Advisors
Kansas
– -$716K -19,059 Closed
AR
834
Advisory Research
Illinois
– -$692K -18,413 Closed
BHWM
835
Bar Harbor Wealth Management
New Hampshire
– -$665K -17,685 Closed
PCM
836
Prelude Capital Management
New York
– -$594K -16,559 Closed
HKAM
837
Horizon Kinetics Asset Management
New York
– -$609K -16,188 Closed
SFG
838
SNS Financial Group
Minnesota
– -$559K -14,861 Closed
SMH
839
Sanders Morris Harris
Texas
– -$484K -12,875 Closed
ACG
840
Allen Capital Group
Nebraska
– -$475K -12,645 Closed
CAM
841
Concorde Asset Management
Michigan
– -$471K -12,528 Closed
GAM
842
Grandview Asset Management
Pennsylvania
– -$455K -12,034 Closed
LP
843
LGL Partners
Pennsylvania
– -$437K -11,623 Closed
JSL
844
JT Stratford LLC
Georgia
– -$405K -10,762 Closed
BWP
845
Bernardo Wealth Planning
Pennsylvania
– -$399K -10,629 Closed
RSWM
846
Robertson Stephens Wealth Management
California
– -$389K -10,355 Closed
WWM
847
WT Wealth Management
Arizona
– -$378K -10,065 Closed
WIA
848
World Investment Advisors
California
– -$361K -9,598 Closed
SFM
849
Signet Financial Management
New Jersey
– -$329K -8,740 Closed
IC
850
Inscription Capital
Texas
– -$323K -8,581 Closed
32 33
34
35 36