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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
976
Peterson Wealth Management
Nevada
– -$1.88M -60,275 Closed
LSC
977
Logan Stone Capital
Illinois
– -$1.88M -60,171 Closed
PCM
978
Palisade Capital Management
New Jersey
– -$1.67M -53,500 Closed
GDP
979
Great Diamond Partners
Maine
– -$1.25M -40,163 Closed
PAG
980
Private Advisory Group
Washington
– -$1.23M -39,552 Closed
BDWCC
981
B&D White Capital Company
Texas
– -$1.16M -37,217 Closed
BWG
982
Beta Wealth Group
California
– -$1.08M -34,584 Closed
QWM
983
QP Wealth Management
New Jersey
– -$948K -30,355 Closed
WAM
984
Wakefield Asset Management
Colorado
– -$870K -27,869 Closed
MPW
985
MGO Private Wealth
California
– -$861K -27,579 Closed
HW
986
Hancock Whitney
Mississippi
– -$789K -25,282 Closed
Millennium Management
987
Millennium Management
New York
– -$785K -25,158 Closed
SC
988
Scotia Capital
Ontario, Canada
– -$756K -24,208 Closed
MAM
989
Milestone Asset Management
Pennsylvania
– -$725K -23,210 Closed
EW
990
Enzi Wealth
Texas
– -$699K -22,355 Closed
CFA
991
Compass Financial Advisors
Indiana
– -$693K -22,212 Closed
RC
992
Roundview Capital
New Jersey
– -$688K -22,022 Closed
AA
993
Advisory Alpha
Michigan
– -$601K -19,253 Closed
MM
994
Main Management
California
– -$525K -16,832 Closed
CSIA
995
Charles Schwab Investment Advisory
California
– -$497K -15,928 Closed
EL
996
EQ LLC
Washington
– -$482K -15,449 Closed
GSC
997
Grey Street Capital
Illinois
– -$481K -15,417 Closed
MFA
998
Mayflower Financial Advisors
Massachusetts
– -$403K -12,914 Closed
FTUS
999
Flow Traders U.S.
New York
– -$394K -12,617 Closed
GSIAS
1000
Garden State Investment Advisory Services
New Jersey
– -$393K -12,599 Closed
38 39
40
41 42