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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
SAMC
1001
Spectrum Asset Management (Connecticut)
Connecticut
– -$705K -22,245 Closed
BWP
1002
Bernardo Wealth Planning
Pennsylvania
– -$649K -21,650 Closed
APA
1003
Astoria Portfolio Advisors
New York
– -$632K -19,970 Closed
SFP
1004
Sterling Financial Planning
New Jersey
– -$600K -18,944 Closed
IC
1005
Inscription Capital
Texas
– -$518K -16,342 Closed
HGERS
1006
Householder Group Estate & Retirement Specialist
Arizona
– -$516K -16,299 Closed
CSIA
1007
Charles Schwab Investment Advisory
California
– -$500K -15,795 Closed
WFAG
1008
Wescott Financial Advisory Group
Pennsylvania
– -$475K -15,000 Closed
CSIC
1009
Clifford Swan Investment Counsel
California
– -$469K -14,802 Closed
AWA
1010
AmeriServ Wealth Advisors
Pennsylvania
– -$458K -14,470 Closed
TC
1011
TAGStone Capital
North Carolina
– -$451K -14,230 Closed
AP
1012
Americana Partners
Texas
– -$424K -13,414 Closed
EWM
1013
Empirical Wealth Management
Washington
– -$395K -12,465 Closed
KP
1014
Keel Point
Alabama
– -$391K -12,349 Closed
MGIA
1015
Moneta Group Investment Advisors
Missouri
– -$386K -12,188 Closed
FNWM
1016
Financial Network Wealth Management
Utah
– -$369K -11,640 Closed
CWM
1017
Cordatus Wealth Management
Pennsylvania
– -$364K -11,501 Closed
UL
1018
Unionview LLC
Washington
– -$359K -11,344 Closed
TF
1019
TIAA FSB
Florida
– -$354K -11,165 Closed
FTUS
1020
Flow Traders U.S.
New York
– -$338K -10,661 Closed
AWA
1021
Amplius Wealth Advisors
Pennsylvania
– -$317K -10,000 Closed
FFWM
1022
Future Financial Wealth Management
Ohio
– -$321K -9,750 Closed
OCM
1023
Objective Capital Management
Ohio
– -$296K -9,355 Closed
KL
1024
KilterHowling LLC
Colorado
– -$294K -9,278 Closed
ACK
1025
Andrew C. Karlinski
– -$283K -8,951 Closed
39 40
41
42 43