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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
V
251
Veritable
Delaware
$2.39M +$126K +3,372 +6%
BAM
252
Belpointe Asset Management
Nevada
$2.38M +$342K +9,170 +17%
ECM
253
ETrade Capital Management
Virginia
$2.38M -$2.15M -57,737 -48%
NAM
254
North American Management
Massachusetts
$2.25M +$59.1K +1,585 +3%
AF
255
Allworth Financial
California
$2.25M +$15.7K +420 +0.7%
DBIA
256
Dumont & Blake Investment Advisors
New Jersey
$2.24M -$40.3K -1,080 -2%
WWM
257
Western Wealth Management
Colorado
$2.24M +$493K +13,208 +28%
CCA
258
Clearwater Capital Advisors
Illinois
$2.24M -$640K -17,147 -22%
IBOK
259
Independence Bank of Kentucky
Kentucky
$2.23M +$246K +6,600 +13%
MGIA
260
Moneta Group Investment Advisors
Missouri
$2.23M +$448 +12 +0%
CWM
261
Cordatus Wealth Management
Pennsylvania
$2.19M +$122K +3,282 +6%
LNC
262
Lincoln National Corp
Pennsylvania
$2.18M +$62.4K +1,674 +3%
DWM
263
Destination Wealth Management
California
$2.15M +$48.9K +1,311 +2%
LWA
264
Lineweaver Wealth Advisors
Ohio
$2.14M +$2.13M +57,052 New
BMA
265
Brooks Moore & Associates
Tennessee
$2.12M -$7.46K -200 -0.4%
MIAN
266
Mariner Independent Advisor Network
Kansas
$2.12M +$178K +4,773 +9%
BRWM
267
B. Riley Wealth Management
Tennessee
$2.11M -$550K -14,751 -21%
LPIC
268
LeJeune Puetz Investment Counsel
Michigan
$2.08M -$59.1K -1,585 -3%
KFI
269
Key Financial Inc
Pennsylvania
$2.08M +$2.06M +55,270 New
SG
270
StoneX Group
New York
$2.04M +$38.8K +1,040 +2%
AFC
271
AFT Forsyth & Company
Florida
$2.03M -$42.3K -1,133 -2%
BHWA
272
Beacon Harbor Wealth Advisors
Virginia
$2.01M +$13.7K +366 +0.7%
OC
273
Oppenheimer & Co
New York
$2.01M +$136K +3,636 +7%
WP
274
WealthSource Partners
California
$1.97M +$246K +6,597 +14%
IAA
275
Independent Advisor Alliance
North Carolina
$1.97M +$1.95M +52,293 New
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