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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
1076
Asset Dedication LLC
California
$6K +$6.22K +160 New
CAM
1077
Costello Asset Management
Pennsylvania
$6K +$6.22K +160 New
PCTC
1078
Perkins Coie Trust Company
Washington
$5K – – –
PSB
1079
Piscataqua Savings Bank
New Hampshire
$5K – – –
VCM
1080
Versant Capital Management
Arizona
$5K – – –
PCA
1081
Providence Capital Advisors
North Carolina
$5K +$311 +8 +6%
AWA
1082
Aquire Wealth Advisors
Utah
$5K +$5.01K +129 New
WTA
1083
Washington Trust Advisors
Massachusetts
$5K +$5.01K +129 New
AF
1084
Arrow Financial
New York
$5K +$5.36K +138 New
WPA
1085
West Paces Advisors
Georgia
$4.17K +$39 +1 +1%
PCG
1086
Private Capital Group
Connecticut
$4K – – –
SSB
1087
Sandy Spring Bank
Maryland
$4K – – –
WWM
1088
Wolff Wiese Magana
California
$4K – – –
CWM
1089
CarsonAllaria Wealth Management
Illinois
$4K +$3.92K +101 New
MS
1090
Mizuho Securities
Japan
$3K +$39 +1 +1%
EFS
1091
Econ Financial Services
Pennsylvania
$3K +$3.3K +85 New
S
1092
SignatureFD
Georgia
$2K -$56.4K -1,450 -96%
FGAM
1093
Financial Gravity Asset Management
Texas
$1.41K +$6.22K +160 +457%
CP
1094
Castleview Partners
Texas
$1.27K +$1.95M +50,238 New
SFA
1095
Semmax Financial Advisors
North Carolina
$1K – – –
FEG
1096
Financial Enhancement Group
Indiana
$1K +$311 +8 +114%
EWA
1097
Evolution Wealth Advisors
Florida
$819 +$35.6K +917 +5%
FHC
1098
First Heartland Consultants
Missouri
$309 +$4.16K +107 +1%
WIM
1099
Westside Investment Management
California
$295 +$23.4K +601 +9%
LWM
1100
Liberty Wealth Management
California
$233 -$220K -5,669 Closed
42 43
44
45 46