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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
501
Windsor Wealth Management
Indiana
$903K +$309K +7,973 +53%
ACM
502
AlphaStar Capital Management
North Carolina
$897K +$374K +9,659 +73%
SRC
503
Sage Rhino Capital
California
$894K -$18.2K -471 -2%
RCA
504
Ranch Capital Advisors
Florida
$886K -$7.17K -185 -0.8%
SW
505
SkyOak Wealth
Michigan
$885K -$2.13K -55 -0.2%
NA
506
Nottingham Advisors
New York
$878K – – –
KPWS
507
Kestra Private Wealth Services
Texas
$877K +$43.1K +1,112 +5%
COF
508
Capital One Financial
Virginia
$875K -$25.4K -655 -3%
VA
509
Valmark Advisers
Ohio
$853K -$143K -3,697 -15%
EWA
510
EP Wealth Advisors
California
$850K -$97.7K -2,521 -10%
DCM
511
Delta Capital Management
New Jersey
$846K -$34.5K -890 -4%
BHWM
512
Bar Harbor Wealth Management
New Hampshire
$837K +$239K +6,160 +41%
WCM
513
WealthBridge Capital Management
Ohio
$831K +$18K +464 +2%
CA
514
Cumberland Advisors
Florida
$826K – – –
SBIA
515
Sheaff Brock Investment Advisors
Indiana
$815K -$20.8K -538 -3%
BG
516
Benedetti & Gucer
Georgia
$807K +$43.3K +1,117 +6%
PWM
517
Perigon Wealth Management
California
$790K +$221K +5,710 +40%
HWM
518
Hohimer Wealth Management
Washington
$783K +$8.52K +220 +1%
EWA
519
Evolution Wealth Advisors
Florida
$781K – – –
PBF
520
Petix & Botte Financial
California
$774K -$20.3K -525 -3%
SFP
521
Sterling Financial Planning
New Jersey
$771K -$16.7K -432 -2%
ERWM
522
Elk River Wealth Management
Colorado
$770K -$28.8K -744 -4%
CCA
523
Checchi Capital Advisers
California
$770K – – –
SMC
524
Smith, Moore & Co
Missouri
$768K -$23.6K -608 -3%
TWM
525
Titus Wealth Management
California
$767K -$76.6K -1,978 -9%
19 20
21
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