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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
826
Axis Wealth Partners
Rhode Island
$242K +$251K +7,683 New
RWB
827
RMR Wealth Builders
New Jersey
$242K -$15.3K -469 -6%
GWM
828
Greenwich Wealth Management
Connecticut
$239K -$8.72K -267 -3%
OIA
829
Optimum Investment Advisors
Illinois
$239K -$13.1K -400 -5%
NIWA
830
New Insight Wealth Advisors
California
$238K -$26.1K -800 -10%
DFCM
831
Dark Forest Capital Management
Puerto Rico
$237K +$18.3K +560 +8%
BSHC
832
Breed's Hill Capital
Massachusetts
$236K +$246K +7,522 New
WP
833
WealthShield Partners
North Carolina
$236K -$1.21K -37 -0.5%
OA
834
Oxbow Advisors
Texas
$236K – – –
CIC
835
Cutler Investment Counsel
Oregon
$236K -$59.7K -1,827 -20%
FNWM
836
Financial Network Wealth Management
Utah
$235K – – –
CCFM
837
Clear Creek Financial Management
Washington
$235K -$98.5K -3,016 -29%
IHL
838
Investment House LLC
California
$234K – – –
IWP
839
Insight Wealth Partners
Texas
$234K – – –
RWM
840
Ritholtz Wealth Management
New York
$234K -$16K -490 -6%
MWM
841
Meridian Wealth Management
Kentucky
$233K +$29.9K +917 +14%
MCA
842
Millennium Capital Advisors
Arkansas
$233K +$3.1K +95 +1%
PMA
843
Prudent Man Advisors
Illinois
$230K – – –
WB
844
Webster Bank
Connecticut
$230K +$30.5K +935 +15%
LWANC
845
Laurel Wealth Advisors (North Carolina)
North Carolina
$229K – – –
CMI
846
Clare Market Investments
Texas
$229K +$25.4K +778 +12%
TNBTD
847
Trustmark National Bank Trust Department
Mississippi
$228K – – –
CT
848
Colonial Trust
South Carolina
$228K +$882 +27 +0.4%
PFG
849
Pinnacle Financial Group
Illinois
$227K – – –
WF
850
WoodTrust Financial
Wisconsin
$226K -$62.6K -1,917 -21%
32 33
34
35 36