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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
1051
IEQ Capital
California
– -$210K -6,641 Closed
SFP
1052
Sandbox Financial Partners
Maryland
– -$207K -6,557 Closed
EA
1053
Everpar Advisors
Oklahoma
– -$205K -6,500 Closed
RT
1054
Rockland Trust
Massachusetts
– -$204K -6,470 Closed
JIR
1055
James Investment Research
Ohio
– -$202K -6,416 Closed
HT
1056
Headlands Technologies
Illinois
– -$173K -5,472 Closed
MCA
1057
Maryland Capital Advisors
Maryland
– -$159K -5,040 Closed
LIA
1058
Lynx Investment Advisory
District of Columbia
– -$158K -5,008 Closed
ACA
1059
Atlas Capital Advisors
Wyoming
– -$95.5K -3,027 Closed
NFSG
1060
Newbridge Financial Services Group
Florida
– -$41.6K -1,317 Closed
BFO
1061
Biltmore Family Office
North Carolina
– -$28.6K -907 Closed
VCM
1062
Viewpoint Capital Management
Washington
– -$27.1K -859 Closed
OWA
1063
Opal Wealth Advisors
New York
– -$21.6K -684 Closed
TWP
1064
Triad Wealth Partners
Kansas
– -$19.8K -627 Closed
KFS
1065
Kelly Financial Services
Massachusetts
– -$13K -413 Closed
AA
1066
Addison Advisors
Vermont
– -$10.7K -339 Closed
AP
1067
Aspect Partners
Virginia
– -$10.5K -334 Closed
GLR
1068
Great Lakes Retirement
Ohio
– -$7.85K -249 Closed
AWM
1069
Abound Wealth Management
Tennessee
– -$3.44K -109 Closed
CMA
1070
Cedar Mountain Advisors
Oregon
– -$1.64K -52 Closed
VFA
1071
Values First Advisors
Tennessee
– -$1.58K -50 Closed
DF
1072
Dunhill Financial
United Kingdom
– -$1.49K -47 Closed
T
1073
Tidemark
California
– -$1.1K -35 Closed
MFA
1074
McClarren Financial Advisors
Pennsylvania
– -$81K -31 Closed
RFG
1075
REAP Financial Group
Texas
– -$57 -2 Closed
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