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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
PCFFS
951
Pacific Center for Financial Services
California
$56K – – –
HPC
952
HM Payson & Co
Maine
$55K – – –
CLOS
953
Compagnie Lombard Odier SCmA
Switzerland
$55K +$55.2K +1,500 New
AF
954
Affiance Financial
Minnesota
$52K – – –
LAS
955
Lloyd Advisory Services
Georgia
$52K +$956 +26 +2%
AIA
956
Armor Investment Advisors
North Carolina
$52K +$52.6K +1,430 New
OLVIG
957
Oliver Lagore Vanvalin Investment Group
Michigan
$51K +$51.5K +1,400 New
GFPC
958
Global Financial Private Client
Florida
$49.8K – – –
BCMLT
959
Beacon Capital Management LLC (Tennessee)
Tennessee
$48K +$47.7K +1,297 New
TFS
960
TrustCore Financial Services
Tennessee
$45K – – –
ICM
961
Islay Capital Management
Texas
$44K -$27.3K -742 -38%
LWP
962
Laurel Wealth Planning
Minnesota
$44K +$44.1K +1,200 New
T
963
TCWP
Ohio
$44K +$45K +1,225 New
PK
964
Pflug Koory
Nebraska
$42K -$13.6K -369 -24%
BCPWM
965
Bradley & Co Private Wealth Management
Florida
$41K – – –
LWA
966
Lowe Wealth Advisors
Maryland
$41K – – –
BAM
967
Bellevue Asset Management
Washington
$41K +$37 +1 +0.1%
VRM
968
Vectors Research Management
New York
$40K -$4.6K -125 -10%
BA
969
Ballast Advisors
Minnesota
$40K +$221 +6 +0.5%
RG
970
Retirement Group
California
$38K -$200K -5,438 -84%
OSNBOA
971
Old Second National Bank of Aurora
Illinois
$38K -$7.35K -200 -16%
CSIA
972
Carl Stuart Investment Advisor
Texas
$36.4K +$36.8K +1,000 New
BHWM
973
Beaird Harris Wealth Management
Texas
$36K -$221K -6,000 -86%
CCM
974
Covington Capital Management
California
$36K – – –
CP
975
Castleview Partners
Texas
$35K +$36.2K +984 New
37 38
39
40 41