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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
CTWM
826
Cherry Tree Wealth Management
Minnesota
$121K – – –
ACA
827
Aptus Capital Advisors
Alabama
$115K -$29K -926 -20%
SAM
828
Smartleaf Asset Management
Massachusetts
$114K -$251 -8 -0.2%
USB
829
Union Savings Bank
Connecticut
$107K – – –
HPIA
830
Hamilton Point Investment Advisors
North Carolina
$105K – – –
LFASL
831
Lugano Financial Advisors SA (LFA)
Switzerland
$103K -$17.1K -547 -14%
HI
832
Horizon Investments
North Carolina
$99K -$6.61M -211,250 -98%
S
833
SignatureFD
Georgia
$96.3K +$6.42K +205 +7%
BTD
834
BankPlus Trust Department
Mississippi
$91K – – –
AFG
835
Albion Financial Group
Utah
$89.4K – – –
CS
836
Clear Street
New York
$87.9K +$90.8K +2,900 New
VWM
837
Vermillion Wealth Management
Minnesota
$87.3K +$564 +18 +0.6%
NSG
838
Nalls Sherbakoff Group
Tennessee
$86.9K – – –
PWPS
839
Pinnacle Wealth Planning Services
Ohio
$79.3K -$5.04K -161 -6%
CNBT
840
Cornerstone National Bank & Trust
Illinois
$79K +$50.1K +1,600 +160%
WB
841
Webster Bank
Connecticut
$78.9K – – –
ECA
842
Elevated Capital Advisors
Utah
$78.3K -$4.88K -156 -6%
PP
843
Pacifica Partners
Canada
$76.5K -$5.79K -185 -7%
CPG
844
Cornerstone Planning Group
New Jersey
$76.4K +$3.91K +125 +5%
CFD
845
Creative Financial Designs
Indiana
$74.9K – – –
WIM
846
Westside Investment Management
California
$74.5K – – –
LWM
847
Lodestone Wealth Management
Washington
$72K -$11.6K -369 -13%
RMC
848
Resources Management Corp
Connecticut
$72K – – –
CI
849
CX Institutional
Indiana
$69K -$65.5K -2,093 -48%
WOSD
850
WFA of San Diego
California
$68.8K -$4.26K -136 -6%
32 33
34
35 36