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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
1001
Robertson Stephens Wealth Management
California
– -$220K -5,737 Closed
BB
1002
Berkshire Bank
Massachusetts
– -$218K -5,658 Closed
MCWS
1003
McKinley Carter Wealth Services
West Virginia
– -$210K -5,449 Closed
WAS
1004
Wealth Advisory Solutions
Indiana
– -$205K -5,335 Closed
CWP
1005
Capital Wealth Planning
Florida
– -$203K -5,284 Closed
MG
1006
Mather Group
Illinois
– -$202K -5,258 Closed
AWA
1007
Artemis Wealth Advisors
New York
– -$191K -4,957 Closed
SIAG
1008
Safeguard Investment Advisory Group
California
– -$165K -4,288 Closed
LGA
1009
Lebenthal Global Advisors
New York
– -$105K -2,732 Closed
DA
1010
DCM Advisors
New York
– -$103K -2,675 Closed
TI
1011
Truehand Inc
New Hampshire
– -$100K -2,595 Closed
TIAM2
1012
Tru Independence Asset Management 2
Oregon
– -$88K -2,283 Closed
KCM
1013
Kathmere Capital Management
Pennsylvania
– -$76K -1,964 Closed
FCH
1014
Freestone Capital Holdings
Washington
– -$73.2K -1,900 Closed
OIM
1015
Oder Investment Management
California
– -$63K -1,644 Closed
ICP
1016
Interchange Capital Partners
Pennsylvania
– -$62K -1,617 Closed
FPB
1017
First PREMIER Bank
South Dakota
– -$53K -1,365 Closed
AF
1018
Arrow Financial
New York
– -$39K -1,000 Closed
QCG
1019
Quadrant Capital Group
Ohio
– -$39K -1,000 Closed
PB
1020
Pinnacle Bancorp
Nebraska
– -$37K -965 Closed
RP
1021
Rice Partnership
Hawaii
– -$35K -900 Closed
BWL
1022
Bogart Wealth LLC
Virginia
– -$32K -850 Closed
EA
1023
Elm Advisors
California
– -$24K -625 Closed
GC
1024
Grace Capital
Massachusetts
– -$23K -600 Closed
IA
1025
Inspire Advisors
Idaho
– -$22K -558 Closed
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