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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
WLIM
1051
White Lighthouse Investment Management
Massachusetts
– -$261K -7,160 Closed
ACI
1052
Alpha Cubed Investments
California
– -$260K -7,138 Closed
SHA
1053
Seneca House Advisors
Virginia
– -$255K -7,000 Closed
ACM
1054
Avalon Capital Management
California
– -$236K -6,960 Closed
SB
1055
Sunflower Bank
Texas
– -$252K -6,921 Closed
H
1056
HoyleCohen
California
– -$248K -6,799 Closed
TI
1057
Trexquant Investment
Connecticut
– -$246K -6,747 Closed
ES
1058
Eagle Strategies
New York
– -$243K -6,666 Closed
SC
1059
Savant Capital
Illinois
– -$242K -6,650 Closed
AWA
1060
Arkadios Wealth Advisors
Georgia
– -$242K -6,645 Closed
MHS
1061
M Holdings Securities
Oregon
– -$238K -6,547 Closed
RT
1062
Rockland Trust
Massachusetts
– -$239K -6,546 Closed
VFPW
1063
Vantage Financial Partners (Wisconsin)
Wisconsin
– -$238K -6,540 Closed
MIM
1064
Moseley Investment Management
Florida
– -$237K -6,502 Closed
CF
1065
Clarity Financial
Texas
– -$236K -6,491 Closed
CSPAM
1066
Cary Street Partners Asset Management
Virginia
– -$231K -6,345 Closed
SAM
1067
Summit Asset Management
Tennessee
– -$229K -6,297 Closed
FHA
1068
Flagship Harbor Advisors
Massachusetts
– -$226K -6,203 Closed
RRA
1069
Round Rock Advisors
Connecticut
– -$223K -6,110 Closed
IWP
1070
Innova Wealth Partners
Pennsylvania
– -$220K -6,032 Closed
LRWA
1071
Long Run Wealth Advisors
New York
– -$220K -6,028 Closed
BCP
1072
Berkeley Capital Partners
Georgia
– -$218K -5,976 Closed
HIF
1073
Hill Island Financial
Michigan
– -$217K -5,951 Closed
LWMG
1074
Levy Wealth Management Group
Pennsylvania
– -$215K -5,895 Closed
BWM
1075
Birchcreek Wealth Management
Ohio
– -$213K -5,838 Closed
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