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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
BFIM
826
Beese Fulmer Investment Management
Ohio
$202K +$199K +5,250 New
MCM
827
Murphy Capital Management
New Jersey
$202K +$200K +5,280 New
FI
828
Financial Insights
Washington
$201K -$30.7K -810 -13%
SA
829
Strategic Advisors
New York
$200K -$50K -1,317 -20%
HCA
830
Harbour Capital Advisors
Virginia
$200K +$197K +5,200 New
PCS
831
Personal CFO Solutions
New Jersey
$200K +$198K +5,211 New
FWM
832
Focused Wealth Management
New York
$198K -$645 -17 -0.3%
FCA
833
FinTrust Capital Advisors
South Carolina
$192K -$46.8K -1,235 -20%
WB
834
Webster Bank
Connecticut
$191K -$19.5K -514 -9%
BC
835
Burleson & Co
California
$185K +$183K +4,826 New
TFGT
836
TS Financial Group (TSFG)
Illinois
$179K +$8.84K +233 +5%
NC
837
NewSquare Capital
Pennsylvania
$178K -$3.56M -93,845 -95%
ADIM
838
Alpha DNA Investment Management
Maryland
$177K – – –
OC
839
Oakworth Capital
Alabama
$171K – – –
LF
840
Lee Financial
Texas
$154K +$70.4K +1,855 +86%
FCM
841
Firestone Capital Management
Florida
$152K – – –
MFA
842
McClarren Financial Advisors
Pennsylvania
$142K +$1.1K +29 +0.8%
HWA
843
HHM Wealth Advisors
Tennessee
$141K – – –
FF
844
FourThought Financial
Florida
$134K -$1.9K -50 -1%
MRCM
845
M&R Capital Management
New Jersey
$119K – – –
SCA
846
Stonebridge Capital Advisors
Minnesota
$115K +$114K +3,000 New
WFA
847
Wells Financial Advisors
Massachusetts
$111K – – –
GI
848
Gradient Investments
Minnesota
$108K -$59.6K -1,570 -36%
PO
849
Private Ocean
California
$107K -$47.1K -1,243 -31%
HFA
850
Hoover Financial Advisors
Pennsylvania
$105K -$71.2K -1,876 -41%
32 33
34
35 36