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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
926
Lee Financial
Texas
$8.27K -$121K -3,755 -93%
BWP
927
Baldwin Wealth Partners
Massachusetts
$8.27K – – –
WCAMG
928
Woodard & Company Asset Management Group
North Carolina
$7.8K – – –
TIM
929
Thompson Investment Management
Wisconsin
$7.8K +$8.03K +250 New
EWA
930
EverSource Wealth Advisors
Alabama
$7.52K -$25.6K -797 -77%
AIA
931
Angeles Investment Advisors
California
$6.24K – – –
JWA
932
JFS Wealth Advisors
Pennsylvania
$5.46K +$64 +2 +1%
MLA
933
MB, Levis & Associates
Pennsylvania
$5.21K – – –
CSC
934
Caldwell Sutter Capital
California
$4.81K +$4.95K +154 New
AIM
935
Anchor Investment Management
South Carolina
$4.68K – – –
MRCM
936
M&R Capital Management
New Jersey
$4.68K +$3.21K +100 +200%
PCTC
937
Perkins Coie Trust Company
Washington
$4.34K – – –
PSB
938
Piscataqua Savings Bank
New Hampshire
$4.18K – – –
WTA
939
Washington Trust Advisors
Massachusetts
$4.03K – – –
VCM
940
Versant Capital Management
Arizona
$4.03K – – –
WWM
941
Wolff Wiese Magana
California
$3.5K – – –
SWG
942
Summit Wealth Group
Vermont
$3K +$3.1M +96,563 New
HWA
943
HHM Wealth Advisors
Tennessee
$2.19K – – –
PS
944
PayPay Securities
Japan
$2.19K -$257 -8 -10%
BWM
945
Baystate Wealth Management
Massachusetts
$2.09K +$2.15K +67 New
SIC
946
SJS Investment Consulting
Ohio
$1.87K +$1.93K +60 New
CAM
947
Costello Asset Management
Pennsylvania
$1.87K – – –
SC
948
Solstein Capital
California
$1.87K – – –
OSAM
949
O'Shaughnessy Asset Management
Connecticut
$1.84K +$1.9K +59 New
TFA
950
Toth Financial Advisory
Virginia
$1.41K -$3.21K -100 -69%
36 37
38
39 40