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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
1001
Jacobsen Capital Management
Utah
– -$217K -6,612 Closed
BFIC
1002
Bedell Frazier Investment Counselling
California
– -$217K -6,608 Closed
CRC
1003
Curi RMB Capital
Illinois
– -$210K -6,401 Closed
ACP
1004
Ashfield Capital Partners
California
– -$207K -6,300 Closed
NFG
1005
Nations Financial Group
Iowa
– -$205K -6,244 Closed
SWM
1006
Segment Wealth Management
Texas
– -$205K -6,230 Closed
KWM
1007
Keebeck Wealth Management
Illinois
– -$202K -6,141 Closed
DWM
1008
Denver Wealth Management
Colorado
– -$202K -6,138 Closed
LWM
1009
Liberty Wealth Management
California
– -$201K -6,138 Closed
JWCA
1010
J.W. Coons Advisors
Ohio
– -$201K -6,125 Closed
BFA
1011
Beacon Financial Advisory
Ohio
– -$201K -6,117 Closed
AIC
1012
Archer Investment Corporation
Indiana
– -$197K -6,000 Closed
PSC
1013
Piper Sandler & Co
Minnesota
– -$164K -5,000 Closed
FBC
1014
Fairfield, Bush & Co
Connecticut
– -$137K -4,175 Closed
CCM
1015
Chilton Capital Management
Texas
– -$124K -3,783 Closed
BW
1016
Bison Wealth
Georgia
– -$110K -3,345 Closed
1IA
1017
1834 Investment Advisors
Wisconsin
– -$105K -3,200 Closed
WOSD
1018
WFA of San Diego
California
– -$102K -3,104 Closed
PFGIA
1019
Patriot Financial Group Insurance Agency
Massachusetts
– -$77K -2,339 Closed
OSAM
1020
O'Shaughnessy Asset Management
Connecticut
– -$73K -2,226 Closed
CI
1021
CX Institutional
Indiana
– -$66K -2,020 Closed
RIM
1022
Rockbridge Investment Management
New York
– -$59.3K -1,802 Closed
CWP
1023
Concord Wealth Partners
Virginia
– -$53K -1,600 Closed
BSB
1024
Bangor Savings Bank
Maine
– -$49K -1,500 Closed
CLOS
1025
Compagnie Lombard Odier SCmA
Switzerland
– -$49K -1,500 Closed
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