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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1001
Liberty Wealth Management
California
– -$384K -12,494 Closed
ACM
1002
AlphaStar Capital Management
North Carolina
– -$390K -12,477 Closed
AT
1003
American Trust
Kentucky
– -$246K -12,357 Closed
HWM
1004
HB Wealth Management
Georgia
– -$370K -11,860 Closed
AC
1005
Anson Capital
Georgia
– -$369K -11,814 Closed
KCPG
1006
Kavar Capital Partners Group
Kansas
– -$368K -11,800 Closed
IP
1007
Intellectus Partners
California
– -$341K -10,932 Closed
PCA
1008
Peddock Capital Advisors
Massachusetts
– -$321K -10,269 Closed
CFA
1009
Cahill Financial Advisors
Minnesota
– -$314K -10,062 Closed
PCWA
1010
Pacific Capital Wealth Advisors
California
– -$292K -9,343 Closed
FAM
1011
Flaharty Asset Management
Florida
– -$279K -8,950 Closed
DBT
1012
Dubuque Bank & Trust
Iowa
– -$265K -8,495 Closed
ISWM
1013
Independent Solutions Wealth Management
New York
– -$255K -8,161 Closed
SAS
1014
Stelac Advisory Services
New York
– -$248K -7,944 Closed
EP
1015
Edgestream Partners
New Jersey
– -$227K -7,286 Closed
WCM
1016
Windsor Capital Management
Arizona
– -$215K -6,883 Closed
WP
1017
WealthSpring Partners
California
– -$211K -6,768 Closed
Citadel Advisors
1018
Citadel Advisors
Florida
– -$207K -6,766 Closed
RT
1019
Rockland Trust
Massachusetts
– -$210K -6,715 Closed
CAGAS
1020
Capital Advisory Group Advisory Services
Minnesota
– -$207K -6,636 Closed
AWA
1021
Arkadios Wealth Advisors
Georgia
– -$206K -6,592 Closed
SHGA
1022
Sand Hill Global Advisors
California
– -$205K -6,554 Closed
CSPAM
1023
Cary Street Partners Asset Management
Virginia
– -$184K -5,900 Closed
FCA
1024
Fortis Capital Advisors
Kansas
– -$130K -4,149 Closed
AWM
1025
Activest Wealth Management
Florida
– -$76.8K -2,482 Closed
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