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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
326
GSB Wealth Management
Connecticut
$2.17M +$294K +7,589 +16%
GC
327
Guggenheim Capital
Illinois
$2.1M +$585K +15,108 +39%
CTC
328
Central Trust Company
Missouri
$2.1M +$130K +3,350 +7%
BEI
329
Benjamin Edwards Inc
Missouri
$2.08M +$149K +3,843 +8%
APWA
330
Atlas Private Wealth Advisors
New Jersey
$2.08M -$2.94M -75,800 -59%
BAM
331
Belpointe Asset Management
Nevada
$2.07M -$39.1K -1,010 -2%
Prudential Financial
332
Prudential Financial
New Jersey
$2.05M +$1.54M +39,730 +318%
SCG
333
Sonata Capital Group
Washington
$2.05M +$2.44K +63 +0.1%
SW
334
StrongBox Wealth
Missouri
$2.05M +$331K +8,556 +20%
LWANC
335
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.04M +$175K +4,520 +10%
MOS
336
MGO One Seven
Ohio
$2.04M -$249K -6,436 -11%
BST
337
Bath Savings Trust
Maine
$2.04M +$223K +5,765 +13%
WWM
338
Western Wealth Management
Colorado
$2.03M +$44.9K +1,160 +2%
BFPW
339
BOK Financial Private Wealth
Colorado
$2.02M – – –
WPC
340
White Pine Capital
Minnesota
$1.99M +$24.5K +633 +1%
GTAM
341
Global Trust Asset Management
Florida
$1.97M +$1.53M +39,492 +369%
PA
342
PFG Advisors
Arizona
$1.95M +$107K +2,767 +6%
V
343
Veritable
Delaware
$1.95M +$178K +4,585 +10%
Wolverine Trading
344
Wolverine Trading
Illinois
$1.92M +$1.9M +49,069 New
MA
345
Montag & Associates
Georgia
$1.9M -$6.97K -180 -0.4%
AWM
346
Altium Wealth Management
New York
$1.9M -$250K -6,459 -12%
AWM
347
Accel Wealth Management
Iowa
$1.89M +$222K +5,735 +14%
PFPT
348
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.88M +$975K +25,161 +111%
PWA
349
Pinnacle Wealth Advisors
Tennessee
$1.88M +$1.86M +47,908 New
NSIM
350
North Star Investment Management
Illinois
$1.87M -$8.64K -223 -0.5%
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