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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
LPAM
376
Lodestar Private Asset Management
California
$1.02M -$22.8K -729 -2%
BWG
377
Balanced Wealth Group
Ohio
$1.02M -$168K -5,369 -14%
IWP
378
Invenio Wealth Partners
Florida
$1.02M -$132K -4,229 -11%
BRWA
379
B. Riley Wealth Advisors
Florida
$1.02M -$367K -11,731 -26%
PWM
380
Perigon Wealth Management
California
$1.01M -$50.6K -1,617 -5%
TAM
381
Titleist Asset Management
Texas
$1.01M +$693K +22,140 +197%
AWM
382
Apollon Wealth Management
South Carolina
$1.01M -$526K -16,807 -34%
RIA
383
Realta Investment Advisors
Delaware
$1.01M +$251 +8 +0%
BCM
384
Bowie Capital Management
Texas
$1M – – –
CFG
385
Citizens Financial Group
Rhode Island
$999K +$81.2K +2,592 +9%
SWA
386
Sax Wealth Advisors
New Jersey
$996K – – –
MHR
387
Matthew Hamilton Rosenberg
$992K -$3.26K -104 -0.3%
OFG
388
Orcam Financial Group
California
$992K -$5.79K -185 -0.6%
HAC
389
Harbor Advisory Corp
New Hampshire
$992K -$130K -4,155 -11%
AWM
390
Activest Wealth Management
Florida
$988K +$305K +9,725 +43%
PI
391
PFG Investments
New York
$988K -$150K -4,792 -13%
JSW
392
Journey Strategic Wealth
New Jersey
$986K – – –
BOM
393
Bank of Marin
California
$982K -$125K -3,995 -11%
EFG
394
Ethos Financial Group
Pennsylvania
$981K +$65.4K +2,090 +7%
CANC
395
Culbertson A N & Co
Virginia
$979K – – –
PC
396
Prairiewood Capital
North Dakota
$977K +$4.88K +156 +0.5%
TCM
397
Telos Capital Management
California
$975K +$7.17K +229 +0.7%
WB
398
WesBanco Bank
West Virginia
$973K -$17.7K -564 -2%
YMRC
399
Yorktown Management & Research Company
Virginia
$970K -$251K -8,000 -20%
CAG
400
Crestwood Advisors Group
Massachusetts
$960K -$11.7K -375 -1%
14 15
16
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