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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
PB
901
Pinnacle Bancorp
Nebraska
$37K +$897 +24 +3%
VFA
902
Valeo Financial Advisors
Indiana
$35K -$5.34K -143 -14%
RP
903
Rice Partnership
Hawaii
$35K +$33.6K +900 New
AL
904
ADE LLC
Maryland
$33K +$32.1K +860 New
BWL
905
Bogart Wealth LLC
Virginia
$32K – – –
GSAM
906
Grant Street Asset Management
Pennsylvania
$32K +$31.1K +833 New
LDFR
907
Lehman & Derafelo Financial Resources
Pennsylvania
$31K – – –
WT
908
Washington Trust
Rhode Island
$31K – – –
ARMC
909
American Research & Management Company
Massachusetts
$27K – – –
OSAM
910
O'Shaughnessy Asset Management
Connecticut
$26K – – –
SWA
911
Sutton Wealth Advisors
Florida
$25.8K – – –
AIM
912
Anchor Investment Management
South Carolina
$25K – – –
SWA
913
SOA Wealth Advisors
New York
$25K +$25.1K +672 New
EA
914
Elm Advisors
California
$24K +$23.4K +625 New
CBT
915
CoreFirst Bank & Trust
Kansas
$23K +$22.4K +600 New
GC
916
Grace Capital
Massachusetts
$23K +$22.4K +600 New
IA
917
Inspire Advisors
Idaho
$22K +$20.9K +558 New
GLLW
918
Graves Light Lenhart Wealth
Virginia
$22K +$21K +562 New
TC
919
Tacita Capital
Ontario, Canada
$22K +$21.1K +565 New
PMFA
920
Plante Moran Financial Advisors
Michigan
$21K +$299 +8 +1%
HCM
921
Horrell Capital Management
Arkansas
$19K – – –
TFS
922
TrustCore Financial Services
Tennessee
$19K – – –
SQA
923
Simon Quick Advisors
New Jersey
$19K +$18.3K +490 New
CFO
924
CVA Family Office
Colorado
$19K +$18.7K +500 New
BSSFA
925
Baron Silver Stevens Financial Advisors
Florida
$19K +$19.1K +510 New
35 36
37
38 39