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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
951
Stance Capital
Massachusetts
$11K +$11K +349 New
KWM
952
Kiker Wealth Management
Georgia
$10.3K +$10.3K +326 New
GBT
953
Grove Bank & Trust
Florida
$9.49K -$15.7K -500 -63%
CWM
954
Crowley Wealth Management
Delaware
$9.49K – – –
CJ
955
Caitlin John
Michigan
$8.44K +$8.39K +267 New
1M
956
1248 Management
Missouri
$8.38K – – –
CWP
957
Concord Wealth Partners
Virginia
$8.25K +$126 +4 +2%
SR
958
Syntax Research
Florida
$8.06K – – –
DF
959
Dunhill Financial
United Kingdom
$7.91K -$7.86K -250 Closed
FF
960
Friedenthal Financial
New Jersey
$6.83K – – –
AIA
961
Angeles Investment Advisors
California
$6.32K -$6.29K -200 -50%
BAM
962
Bellevue Asset Management
Washington
$6.32K – – –
PWAM
963
Private Wealth Asset Management
Iowa
$6.32K – – –
RFP
964
Root Financial Partners
California
$5.66K +$5.63K +179 New
CCM
965
Chilton Capital Management
Texas
$5.38K – – –
PSFG
966
Park Square Financial Group
Georgia
$5K +$4.97K +158 New
AIM
967
Anchor Investment Management
South Carolina
$4.88K +$31 +1 +0.7%
FFL
968
Financial Freedom LLC
Ohio
$4.79K +$4.78K +152 New
LWA
969
Lowe Wealth Advisors
Maryland
$4.74K – – –
LI
970
LRI Investments
Florida
$4.74K – – –
QCG
971
Quadrant Capital Group
Ohio
$4.74K +$4.72K +150 New
PSB
972
Piscataqua Savings Bank
New Hampshire
$4.24K – – –
VCM
973
Versant Capital Management
Arizona
$4.08K – – –
NFSG
974
Newbridge Financial Services Group
Florida
$3.95K – – –
BL
975
BFSG LLC
California
$3.16K – – –
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