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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
OIM
176
Opus Investment Management
Massachusetts
$3.35M +$3.42M +109,725 New
CIA
177
Concurrent Investment Advisors
Florida
$3.32M +$52.3K +1,680 +2%
HFRG
178
Houlihan Financial Resource Group
Virginia
$3.31M -$30.7K -986 -0.9%
AFA
179
Amicus Financial Advisors
Texas
$3.3M +$102K +3,261 +3%
AWM
180
Aprio Wealth Management
Georgia
$3.3M +$205K +6,581 +6%
WPW
181
Winthrop Partners - WNY
New York
$3.25M +$124K +3,982 +4%
PA
182
Parallel Advisors
California
$3.18M -$56.3K -1,807 -2%
CBT
183
Crews Bank & Trust
Florida
$3.07M +$140K +4,485 +5%
MF
184
Montis Financial
Massachusetts
$3.04M -$143K -4,591 -4%
IAS
185
Insigneo Advisory Services
Florida
$3.04M -$194K -6,217 -6%
MWM
186
Meridian Wealth Management
Kentucky
$3.03M +$1M +32,178 +48%
HIP
187
HUB Investment Partners
Texas
$2.99M -$31.2K -1,003 -1%
WFA
188
WJ Financial Advisors
Connecticut
$2.98M -$29.6K -950 -1%
LCM
189
Liberty Capital Management
Michigan
$2.98M +$3.04M +97,748 New
HI
190
Harbour Investments
Wisconsin
$2.98M +$13.4K +429 +0.4%
SIAP
191
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.97M +$41.6K +1,335 +1%
IFPG
192
Intrepid Financial Planning Group
Indiana
$2.96M -$437K -14,042 -13%
PTP
193
Platform Technology Partners
New York
$2.94M – – –
PRTG
194
Post Resch Tallon Group
New York
$2.91M +$52K +1,668 +2%
CSP
195
Cary Street Partners
Virginia
$2.86M -$198K -6,350 -6%
DAS
196
Dynamic Advisor Solutions
Arizona
$2.85M +$218K +7,001 +8%
ATPW
197
Ashton Thomas Private Wealth
Arizona
$2.84M +$502K +16,122 +21%
COA
198
Crown Oak Advisors
California
$2.8M +$2.09M +67,004 +272%
SC
199
Sierra Capital
Florida
$2.77M -$17.6K -565 -0.6%
FWP
200
Falcon Wealth Planning
California
$2.76M +$1.77M +56,958 +169%
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