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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
MGWM
1051
Marks Group Wealth Management
Minnesota
– -$331K -10,269 Closed
PTCG
1052
Pring Turner Capital Group
California
– -$329K -10,220 Closed
HSA
1053
HBK Sorce Advisory
Pennsylvania
– -$308K -9,553 Closed
BFG
1054
Bleakley Financial Group
New Jersey
– -$307K -9,511 Closed
WMA
1055
West Michigan Advisors
Michigan
– -$286K -8,886 Closed
KFGK
1056
Keystone Financial Group (Kentucky)
Kentucky
– -$264K -8,193 Closed
IP
1057
Ignite Planners
California
– -$259K -8,046 Closed
CWM
1058
Connecticut Wealth Management
Connecticut
– -$258K -8,020 Closed
LFS
1059
Legacy Financial Strategies
Kansas
– -$251K -7,787 Closed
NWM
1060
Northwest Wealth Management
Iowa
– -$250K -7,757 Closed
ACP
1061
Aveo Capital Partners
Colorado
– -$241K -7,643 Closed
VCM
1062
Virtue Capital Management
Tennessee
– -$240K -7,642 Closed
BWA
1063
Beam Wealth Advisors
Louisiana
– -$243K -7,554 Closed
TCBWMS
1064
Texas Capital Bank Wealth Management Services
Texas
– -$238K -7,376 Closed
AWS
1065
Arkfeld Wealth Strategies
Nebraska
– -$232K -7,371 Closed
MWM
1066
Meridian Wealth Management
Kentucky
– -$237K -7,358 Closed
HWM
1067
HB Wealth Management
Georgia
– -$235K -7,284 Closed
WJWM
1068
Williams Jones Wealth Management
New York
– -$234K -7,261 Closed
IWM
1069
Iams Wealth Management
Nebraska
– -$225K -7,023 Closed
PCA
1070
Prosperity Capital Advisors
Ohio
– -$225K -6,992 Closed
S
1071
Syntrinsic
Colorado
– -$223K -6,917 Closed
IPWA
1072
International Private Wealth Advisors
California
– -$221K -6,854 Closed
RC
1073
Reik & Co
New York
– -$221K -6,850 Closed
NGA
1074
Naples Global Advisors
Florida
– -$218K -6,765 Closed
OBWG
1075
Onyx Bridge Wealth Group
New York
– -$201K -6,452 Closed
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