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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
CGH
351
CMG Global Holdings
Texas
$1.33M -$654K -21,021 -33%
KFI
352
Key Financial Inc
Pennsylvania
$1.31M – – –
NP
353
NorthRock Partners
Minnesota
$1.3M -$1.15M -37,082 -47%
BOM
354
Bank of Marin
California
$1.29M +$4.85K +156 +0.4%
KWMG
355
King Wealth Management Group
Florida
$1.29M +$14.6K +469 +1%
JIC
356
Joel Isaacson & Co
New York
$1.29M -$240K -7,711 -15%
RJT
357
Raymond James Trust
Florida
$1.28M -$14.3K -459 -1%
OPS
358
Orion Portfolio Solutions
Nebraska
$1.28M +$546K +17,559 +72%
VAM
359
Verity Asset Management
North Carolina
$1.27M +$640K +20,576 +97%
HSA
360
HBK Sorce Advisory
Pennsylvania
$1.27M +$649K +20,854 +100%
BWA
361
Blodgett Wealth Advisors
California
$1.25M -$1.08M -34,566 -46%
FNC
362
First National Corp
Massachusetts
$1.25M +$53.2K +1,709 +4%
EDRH
363
Edmond de Rothschild Holding
Switzerland
$1.24M – – –
WPC
364
White Pine Capital
Minnesota
$1.24M -$107K -3,455 -8%
HFG
365
Heron Financial Group
New York
$1.22M -$1.51M -48,562 -56%
RIG
366
RiverFront Investment Group
Virginia
$1.22M +$428K +13,767 +53%
LNC
367
Lincoln National Corp
Pennsylvania
$1.21M -$1.16M -37,439 -49%
RBC
368
Romano Brothers & Co
Illinois
$1.19M -$62K -1,993 -5%
EAMA
369
EFG Asset Management (Americas)
Florida
$1.19M – – –
GPA
370
Guidance Point Advisors
Massachusetts
$1.19M +$8.3K +267 +0.7%
V
371
ViaWealth
Kansas
$1.18M +$1.15M +37,060 New
LPAM
372
Lodestar Private Asset Management
California
$1.17M +$1.19M +38,408 New
AA
373
Aire Advisors
California
$1.16M +$314K +10,104 +37%
BAM
374
Belpointe Asset Management
Nevada
$1.15M -$1.43M -46,042 -55%
PAG
375
Private Advisor Group
New Jersey
$1.15M -$100K -3,220 -1%
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