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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
EW
1051
Evoke Wealth
California
– -$205K -6,686 Closed
WT
1052
Washington Trust
Rhode Island
– -$172K -5,611 Closed
MCM
1053
Manchester Capital Management
Vermont
– -$90.1K -2,932 Closed
BFPW
1054
BOK Financial Private Wealth
Colorado
– -$83K -2,700 Closed
PA
1055
PSI Advisors
Florida
– -$63.8K -2,077 Closed
LWMI
1056
Legacy Wealth Management (Idaho)
Idaho
– -$59.8K -1,947 Closed
OC
1057
Oakworth Capital
Alabama
– -$56.3K -1,833 Closed
HC
1058
Hoese & Co
Minnesota
– -$52.2K -1,700 Closed
NP
1059
NorthRock Partners
Minnesota
– -$41.9K -1,362 Closed
GFPC
1060
Global Financial Private Client
Florida
– -$40K -1,302 Closed
SIM
1061
Synergy Investment Management
Florida
– -$36.8K -1,198 Closed
WAM
1062
Wolverine Asset Management
Illinois
– -$33.8K -1,100 Closed
YP
1063
YANKCOM Partnership
South Dakota
– -$26.5K -863 Closed
CFFP
1064
Center for Financial Planning
Michigan
– -$26.1K -850 Closed
AFS
1065
Anderson Financial Strategies
Ohio
– -$21.5K -700 Closed
SFGP
1066
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
– -$21.1K -685 Closed
WA
1067
WPG Advisers
Maryland
– -$19.5K -634 Closed
PPC
1068
Park Place Capital
Alabama
– -$15.7K -510 Closed
M
1069
MOTCO
Texas
– -$15.4K -500 Closed
TC
1070
Trust Company
Kansas
– -$15.4K -500 Closed
CCM
1071
Coldstream Capital Management
Washington
– -$14.8K -481 Closed
FAM
1072
Flaharty Asset Management
Florida
– -$13.2K -431 Closed
BSB
1073
Bangor Savings Bank
Maine
– -$10.7K -348 Closed
GKIM
1074
GW&K Investment Management
Massachusetts
– -$10K -312 Closed
TIM
1075
Thompson Investment Management
Wisconsin
– -$7.68K -250 Closed
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