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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1126
Connecticut Wealth Management
Connecticut
– -$257K -6,519 Closed
CPSC
1127
Carl P. Sherr & Co
Massachusetts
– -$256K -6,485 Closed
BWA
1128
Beam Wealth Advisors
Louisiana
– -$249K -6,316 Closed
GPA
1129
Guerra Pan Advisors
New Jersey
– -$249K -6,305 Closed
VST
1130
Van Strum & Towne
California
– -$248K -6,295 Closed
TDC
1131
Thompson Davis & Co
Virginia
– -$247K -6,264 Closed
VCM
1132
Vivaldi Capital Management
Illinois
– -$242K -6,141 Closed
TWP
1133
Tempus Wealth Planning
California
– -$238K -6,029 Closed
CA
1134
CapWealth Advisors
Tennessee
– -$237K -6,009 Closed
NCM
1135
Next Capital Management
New York
– -$233K -5,917 Closed
LIM
1136
Leavell Investment Management
Alabama
– -$230K -5,840 Closed
T
1137
TNF
Montana
– -$218K -5,644 Closed
AHIA
1138
Andrew Hill Investment Advisors
Florida
– -$221K -5,613 Closed
IIA
1139
IPG Investment Advisors
California
– -$222K -5,607 Closed
LSPW
1140
Lake Street Private Wealth
Illinois
– -$216K -5,476 Closed
WP
1141
WealthShield Partners
North Carolina
– -$216K -5,471 Closed
AA
1142
Alesco Advisors
New York
– -$213K -5,400 Closed
9WM
1143
9258 Wealth Management
Ohio
– -$211K -5,349 Closed
NC
1144
NovaPoint Capital
Georgia
– -$211K -5,342 Closed
PCS
1145
Personal CFO Solutions
New Jersey
– -$208K -5,284 Closed
KCM
1146
KRS Capital Management
Michigan
– -$207K -5,262 Closed
BFIM
1147
Beese Fulmer Investment Management
Ohio
– -$207K -5,250 Closed
BRC
1148
Bell Rock Capital
Delaware
– -$203K -5,222 Closed
PWA
1149
Primoris Wealth Advisors
Florida
– -$205K -5,215 Closed
BS
1150
Boenning & Scattergood
Pennsylvania
– -$203K -5,153 Closed
44 45
46
47 48