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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
501
Carret Asset Management
New York
$634K -$5.09K -169 -0.8%
RIA
502
Richwood Investment Advisors
Ohio
$631K – – –
PVM
503
Palogic Value Management
Texas
$627K – – –
PFBT
504
Parkside Financial Bank & Trust
Missouri
$627K -$164K -5,442 -21%
PIM
505
Penobscot Investment Management
Massachusetts
$626K +$30.1K +1,000 +5%
LWA
506
Lineweaver Wealth Advisors
Ohio
$623K – – –
DA
507
Dover Advisors
Virginia
$619K -$70K -2,326 -10%
MWM
508
Melfa Wealth Management
Massachusetts
$615K +$572 +19 +0.1%
WIC
509
Woodmont Investment Counsel
Tennessee
$611K – – –
RTC
510
Real Talk Capital
Tennessee
$604K -$28.3K -940 -5%
AWA
511
Arete Wealth Advisors
Illinois
$603K -$56.9K -1,890 -9%
BL
512
BCWM LLC
Kansas
$597K -$158K -5,234 -21%
AWE
513
Avidian Wealth Enterprises
Texas
$596K -$2.38K -79 -0.4%
KA
514
Kovack Advisors
Florida
$595K -$116K -3,864 -17%
WC
515
Whitney & Co
New York
$594K – – –
BPA
516
Beacon Pointe Advisors
California
$593K -$23.6K -783 -4%
KLCM
517
KG&L Capital Management
Louisiana
$587K +$5.21K +173 +0.9%
MCA
518
MSH Capital Advisors
Arizona
$584K +$16.3K +543 +3%
AGWCA
519
Annis Gardner Whiting Capital Advisors
Florida
$580K – – –
MA
520
MONECO Advisors
Connecticut
$579K +$2.08K +69 +0.4%
TA
521
TrueWealth Advisors
Alabama
$579K -$308K -10,238 -35%
CFD
522
Creative Financial Designs
Indiana
$578K +$5.93K +197 +1%
SWP
523
Summit Wealth Partners
Florida
$576K -$105K -3,493 -16%
EAM
524
Everstar Asset Management
North Carolina
$574K +$52.5K +1,743 +10%
MWM
525
Mission Wealth Management
California
$574K -$205K -6,812 -27%
19 20
21
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