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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
476
WealthPlan Investment Management
Nebraska
$754K +$213K +6,856 +43%
SG
477
StoneX Group
New York
$753K -$116K -3,732 -13%
ATPW
478
Ashton Thomas Private Wealth
Arizona
$753K -$122K -3,909 -14%
LSA
479
Lion Street Advisors
Texas
$749K +$592K +19,022 New
AHC
480
Adell Harriman & Carpenter
Texas
$741K -$309K -9,933 -29%
LIA
481
LBMC Investment Advisors
Tennessee
$733K -$565K -18,163 -43%
LWA
482
Lineweaver Wealth Advisors
Ohio
$730K -$11.9K -381 -2%
SC
483
Scotia Capital
Ontario, Canada
$724K +$85.4K +2,746 +13%
WTC
484
WhitTier Trust Company
Nevada
$723K +$87.8K +2,821 +14%
HVM
485
Harvest Volatility Management
Connecticut
$720K – – –
BJL
486
Brighton Jones LLC
Washington
$719K +$9.92K +319 +1%
MLA
487
My Legacy Advisors
Oregon
$718K -$111K -3,567 -14%
DA
488
Detalus Advisors
Missouri
$716K -$243K -7,808 -25%
CAL
489
Capital Advisors Ltd
Ohio
$716K -$16.9K -542 -2%
BRM
490
Boston Research & Management
Massachusetts
$715K +$101K +3,235 +16%
SWM
491
SeaCrest Wealth Management
New York
$714K -$498 -16 -0.1%
CST
492
Charles Schwab Trust
Nevada
$705K -$2.52M -81,007 -78%
DCM
493
Delta Capital Management
New Jersey
$703K – – –
CSB
494
City State Bank
Iowa
$701K -$375K -12,065 -34%
WAM
495
Weatherly Asset Management
California
$693K -$81.3K -2,614 -10%
SAM
496
Sawgrass Asset Management
Florida
$687K -$289K -9,301 -29%
EW
497
Evoke Wealth
California
$682K +$257K +8,250 +59%
AAP
498
Arax Advisory Partners
Colorado
$682K -$231K -7,420 -25%
FAM
499
Flaharty Asset Management
Florida
$679K -$894K -28,742 -56%
CAM
500
Carret Asset Management
New York
$676K -$161K -5,181 -19%
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