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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
RHIG
501
R.H. Investment Group
Arizona
$642K – – –
CAM
502
Carret Asset Management
New York
$637K +$3.76K +120 +0.6%
AAMC
503
Asset Allocation & Management Company
Illinois
$637K – – –
SA
504
Sincerus Advisory
New York
$630K -$11.3K -360 -2%
MC
505
Moors & Cabot
Massachusetts
$627K -$73.3K -2,341 -10%
GTWM
506
Global Trust Wealth Management
Florida
$627K -$5.17K -165 -0.8%
MWM
507
Melfa Wealth Management
Massachusetts
$623K +$15.7K +502 +3%
GWP
508
Gen-Wealth Partners
Michigan
$618K -$10.3K -328 -2%
PFBT
509
Parkside Financial Bank & Trust
Missouri
$614K +$720 +23 +0.1%
DA
510
Dover Advisors
Virginia
$611K – – –
AAP
511
Arax Advisory Partners
Colorado
$606K +$108K +3,463 +21%
WANY
512
Wealthspire Advisors (New York)
New York
$606K -$5.98K -191 -0.9%
CWM
513
ClientFirst Wealth Management
Arkansas
$605K – – –
GPA
514
Guidance Point Advisors
Massachusetts
$604K +$3.94K +126 +0.6%
PFS
515
Prospect Financial Services
New York
$602K -$239K -7,638 -28%
RRWA
516
Rainey & Randall Wealth Advisors
Florida
$599K +$333K +10,633 +117%
SPC
517
Sigma Planning Corp
Michigan
$597K -$7.7K -246 -1%
FFO
518
Fortitude Family Office
Arizona
$597K -$13.8K -440 -2%
RIA
519
Richwood Investment Advisors
Ohio
$592K -$7.36K -235 -1%
MCA
520
MSH Capital Advisors
Arizona
$590K -$7.11K -227 -1%
CPA
521
Cardiff Park Advisors
California
$582K +$3.94K +126 +0.7%
GT
522
Glenmede Trust
Pennsylvania
$581K +$108K +3,453 +22%
CFS
523
CRA Financial Services
New Jersey
$576K +$85.2K +2,720 +17%
EFG
524
Ehrlich Financial Group
California
$572K -$16.5K -526 -3%
FWM
525
Forteris Wealth Management
New York
$568K – – –
19 20
21
22 23