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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
401
Bowie Capital Management
Texas
$1.02M +$249K +8,000 +32%
OFG
402
Orcam Financial Group
California
$1.02M -$24.3K -781 -2%
MWM
403
Meridian Wealth Management
Kentucky
$1.02M +$140K +4,497 +16%
MHR
404
Matthew Hamilton Rosenberg
$1.02M +$6.07K +195 +0.6%
KWMG
405
King Wealth Management Group
Florida
$1.01M -$46.6K -1,496 -4%
WB
406
WesBanco Bank
West Virginia
$1.01M -$35.2K -1,131 -3%
JSW
407
Journey Strategic Wealth
New Jersey
$1.01M -$527K -16,922 -34%
HWM
408
Howard Wealth Management
Connecticut
$1,000K -$86.3K -2,771 -8%
CANC
409
Culbertson A N & Co
Virginia
$1,000K -$9.34K -300 -0.9%
NAG
410
Northstar Advisory Group
New Jersey
$998K -$25.3K -813 -2%
SEP
411
Signature Equity Partners
Ohio
$996K +$1M +32,182 New
SWA
412
Sax Wealth Advisors
New Jersey
$996K -$23.1K -741 -2%
OMC
413
Old Mission Capital
Illinois
$994K -$303K -9,716 -23%
PC
414
Prairiewood Capital
North Dakota
$993K +$119K +3,817 +14%
CAG
415
Crestwood Advisors Group
Massachusetts
$992K -$50.6K -1,625 -5%
CWM
416
Calamos Wealth Management
Illinois
$990K +$631K +20,273 +173%
TCM
417
Telos Capital Management
California
$988K +$11.6K +374 +1%
LAM
418
LOM Asset Management
$981K +$271K +8,690 +38%
SFG
419
Seamount Financial Group
Colorado
$978K +$187K +5,990 +23%
USCWA
420
U.S. Capital Wealth Advisors
Texas
$973K +$370K +11,891 +61%
VFG
421
V2 Financial group
Illinois
$973K +$293K +9,421 +43%
WIC
422
Woodmont Investment Counsel
Tennessee
$972K +$437K +14,035 +81%
HTC
423
Haverford Trust Company
Pennsylvania
$968K +$65.9K +2,115 +7%
PCS
424
Private Client Services
Kentucky
$967K +$16.4K +525 +2%
BRM
425
Boston Research & Management
Massachusetts
$965K +$536K +17,213 +123%
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17
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