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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
226
MidWestOne Financial Group
Iowa
$2.8M -$875K -27,770 -23%
PCM
227
Palouse Capital Management
Washington
$2.78M +$131K +4,168 +5%
CCM
228
Crabel Capital Management
California
$2.77M +$2.52M +79,991 +781%
EFS
229
Econ Financial Services
Pennsylvania
$2.77M +$55.8K +1,769 +2%
EWA
230
Emergent Wealth Advisors
New York
$2.74M +$1.05M +33,170 +59%
OIA
231
OneDigital Investment Advisors
Kansas
$2.74M -$227K -7,215 -7%
FWM
232
ForthRight Wealth Management
Georgia
$2.73M -$254K -8,044 -8%
VIA
233
Victrix Investment Advisors
Florida
$2.7M +$2.82M +89,311 New
Carson Wealth (CWM LLC)
234
Carson Wealth (CWM LLC)
Nebraska
$2.69M -$304K -9,657 -10%
MWM
235
Moran Wealth Management
Florida
$2.68M -$10.1K -321 -0.4%
SCM
236
SOL Capital Management
Maryland
$2.66M -$302K -9,575 -10%
CF
237
Centaurus Financial
California
$2.63M -$662K -21,004 -20%
SSW
238
Smith Shellnut Wilson
Mississippi
$2.61M -$20.6K -653 -0.8%
DLCIG
239
D.L. Carlson Investment Group
New Hampshire
$2.6M -$2.98M -94,539 -53%
DBIA
240
Dumont & Blake Investment Advisors
New Jersey
$2.58M +$87.4K +2,773 +3%
SFG
241
Sowa Financial Group
Rhode Island
$2.55M -$568K -18,012 -18%
AF
242
Allworth Financial
California
$2.55M -$574K -18,204 -18%
CW
243
CreativeOne Wealth
Kansas
$2.55M +$130K +4,125 +5%
AGA
244
Arkos Global Advisors
Texas
$2.54M +$534K +16,949 +26%
MA
245
Mutual Advisors
Nebraska
$2.51M +$228K +7,243 +10%
TPWA
246
TRUE Private Wealth Advisors
Oregon
$2.5M -$386K -12,257 -13%
CIA
247
Concurrent Investment Advisors
Florida
$2.49M +$70.3K +2,231 +3%
IPW
248
Invictus Private Wealth
Colorado
$2.47M -$77.1K -2,445 -3%
IAS
249
Insigneo Advisory Services
Florida
$2.47M +$186K +5,904 +8%
SAG
250
SageView Advisory Group
California
$2.45M +$39.5K +1,252 +2%
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