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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
1051
Optima Capital
Oregon
– -$26.5K -855 Closed
PMFA
1052
Plante Moran Financial Advisors
Michigan
– -$24.1K -780 Closed
GWM
1053
Grand Wealth Management
Michigan
– -$19.8K -641 Closed
PWMA
1054
Pension & Wealth Management Advisors
Massachusetts
– -$19.5K -630 Closed
VWWMG
1055
Vermillion & White Wealth Management Group
Pennsylvania
– -$17.1K -552 Closed
FPB
1056
First PREMIER Bank
South Dakota
– -$16K -510 Closed
KCM
1057
Key Capital Management
Tennessee
– -$15.7K -506 Closed
SA
1058
Strategic Advocates
Utah
– -$12.4K -400 Closed
IIM
1059
IFC & Insurance Marketing
California
– -$12K -392 Closed
OC
1060
Oakworth Capital
Alabama
– -$10.1K -326 Closed
CWP
1061
Concord Wealth Partners
Virginia
– -$8.23K -266 Closed
1M
1062
1248 Management
Missouri
– -$8.2K -265 Closed
W
1063
WealthCollab
Washington
– -$6.19K -200 Closed
CW
1064
Curio Wealth
Maryland
– -$4.82K -155 Closed
FFL
1065
Financial Freedom LLC
Ohio
– -$4.78K -154 Closed
BONH
1066
Bank of New Hampshire
New Hampshire
– -$2.66K -86 Closed
SC
1067
Solstein Capital
California
– -$1.86K -60 Closed
EP
1068
Essential Partners
California
– -$1.67K -54 Closed
AIM
1069
Arcadia Investment Management
Michigan
– -$774 -25 Closed
OA
1070
Operose Advisors
Wisconsin
– -$691 -22 Closed
QA
1071
Quattro Advisors
Pennsylvania
– -$224 -7 Closed
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