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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
DIM
976
Delta Investment Management
California
– -$596K -15,501 Closed
CDH
977
Charles D. Hyman
– -$533K -13,830 Closed
MA
978
MJP Associates
Connecticut
– -$481K -12,497 Closed
CWM
979
Connecticut Wealth Management
Connecticut
– -$447K -11,609 Closed
SWM
980
Stockman Wealth Management
Montana
– -$431K -11,189 Closed
BWP
981
Bernardo Wealth Planning
Pennsylvania
– -$380K -9,867 Closed
RWA
982
Redhawk Wealth Advisors
Minnesota
– -$336K -8,719 Closed
IAA
983
Independent Advisor Alliance
North Carolina
– -$327K -8,500 Closed
TFCP
984
Twin Focus Capital Partners
Massachusetts
– -$327K -8,500 Closed
WCWM
985
Wooster Corthell Wealth Management
Connecticut
– -$323K -8,386 Closed
HAS
986
HBW Advisory Services
California
– -$321K -8,331 Closed
VFG
987
V2 Financial group
Illinois
– -$318K -8,258 Closed
PFA
988
Pettinga Financial Advisors
Indiana
– -$316K -8,209 Closed
LWM
989
Laidlaw Wealth Management
New York
– -$304K -7,890 Closed
BFWA
990
Benchmark Financial Wealth Advisors
Florida
– -$264K -6,862 Closed
LB
991
Leo Brokerage
Texas
– -$264K -6,859 Closed
LBC
992
Lowe Brockenbrough & Co
Virginia
– -$259K -6,722 Closed
LFF
993
Level Four Financial
Texas
– -$253K -6,574 Closed
SCA
994
Sage Capital Advisors
South Dakota
– -$242K -6,361 Closed
NPF
995
Norris Perne & French
Michigan
– -$236K -6,120 Closed
WP
996
WMS Partners
Maryland
– -$231K -6,000 Closed
Mitsubishi UFJ Trust & Banking
997
Mitsubishi UFJ Trust & Banking
Japan
– -$230K -5,980 Closed
SB
998
Strategic Blueprint
Georgia
– -$224K -5,807 Closed
Fisher Asset Management
999
Fisher Asset Management
Washington
– -$222K -5,773 Closed
RSWM
1000
Robertson Stephens Wealth Management
California
– -$220K -5,737 Closed
38 39
40
41 42