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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
501
Pennsylvania Capital Management
Pennsylvania
$658K – – –
CAM
502
Carret Asset Management
New York
$658K +$17.4K +559 +3%
IWM
503
IHT Wealth Management
Illinois
$657K -$132K -4,227 -16%
ML
504
McAdam LLC
Pennsylvania
$650K -$96.8K -3,108 -13%
CCM
505
Crabel Capital Management
California
$642K +$656K +21,052 New
UFA
506
Unify Financial Advisors
Florida
$641K -$262K -8,418 -29%
AAMC
507
Asset Allocation & Management Company
Illinois
$640K – – –
LWM
508
LongView Wealth Management
Georgia
$631K -$56K -1,798 -8%
LAM
509
LOM Asset Management
$631K -$187K -6,000 -22%
CSB
510
City State Bank
Iowa
$630K +$68.5K +2,200 +12%
SA
511
Sincerus Advisory
New York
$629K -$4.8K -154 -0.7%
EFG
512
Ehrlich Financial Group
California
$629K +$54.6K +1,753 +9%
WANY
513
Wealthspire Advisors (New York)
New York
$627K +$17.8K +573 +3%
DA
514
Dover Advisors
Virginia
$624K – – –
SCG
515
Sonata Capital Group
Washington
$623K -$39.3K -1,261 -6%
NSIM
516
North Star Investment Management
Illinois
$619K -$155K -4,961 -20%
FFO
517
Fortitude Family Office
Arizona
$618K +$18.6K +598 +3%
PWMAG
518
Pinnacle Wealth Management Advisory Group
New Jersey
$616K -$230K -7,385 -27%
PIM
519
Penobscot Investment Management
Massachusetts
$613K -$42K -1,350 -6%
SFP
520
Strategic Financial Partners
Oregon
$610K -$38.3K -1,230 -6%
MC
521
Moors & Cabot
Massachusetts
$610K -$21.5K -689 -3%
CWM
522
ClientFirst Wealth Management
Arkansas
$608K – – –
GWP
523
Gen-Wealth Partners
Michigan
$600K -$22.1K -709 -3%
SW
524
Simplicity Wealth
New Jersey
$599K +$176K +5,637 +40%
PFS
525
Prospect Financial Services
New York
$595K -$10.4K -334 -2%
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