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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
526
Hall Capital Management
Rhode Island
$1.08M +$41.8K +1,075 +4%
ZCA
527
Zeke Capital Advisors
Pennsylvania
$1.08M – – –
HG
528
Herbst Group
Connecticut
$1.08M +$1.06M +27,280 New
MSFS
529
Main Street Financial Solutions
Pennsylvania
$1.07M +$3.89K +100 +0.4%
MA
530
MONECO Advisors
Connecticut
$1.07M -$15.3K -393 -1%
CAL
531
Capital Advisors Ltd
Ohio
$1.06M -$42.2K -1,085 -4%
IFO
532
Independent Family Office
New York
$1.06M – – –
EIP
533
Easterly Investment Partners
Massachusetts
$1.06M +$1.04M +26,859 New
EWA
534
EP Wealth Advisors
California
$1.05M +$255K +6,572 +33%
CC
535
Claybrook Capital
Massachusetts
$1.04M – – –
AIS
536
AM Investment Strategies
Tennessee
$1.04M +$3.46K +89 +0.3%
TYCC
537
Texas Yale Capital Corp
Florida
$1.04M -$26.6K -684 -3%
CAM
538
Carret Asset Management
New York
$1.04M -$5.6K -144 -0.5%
OAM
539
Occidental Asset Management
California
$1.04M +$13.7K +352 +1%
CHA
540
Carmichael Hill & Associates
Maryland
$1.03M +$11K +284 +1%
CA
541
CGN Advisors
Kansas
$1.03M +$316K +8,136 +45%
AWM
542
Axxcess Wealth Management
California
$1.02M +$1.01M +25,946 New
SRC
543
Shufro Rose & Co
New York
$1.02M +$13.8K +355 +1%
OFG
544
Orcam Financial Group
California
$1.01M +$1M +25,737 New
DA
545
Detalus Advisors
Missouri
$1.01M -$1.94K -50 -0.2%
PA
546
Procyon Advisors
Connecticut
$997K +$200K +5,137 +25%
RCWM
547
Royal Capital Wealth Management
Indiana
$994K +$980K +25,220 New
CFO
548
Collective Family Office
Pennsylvania
$987K +$394K +10,132 +68%
LWA
549
Lineweaver Wealth Advisors
Ohio
$985K -$415K -10,678 -30%
FFG
550
Fortem Financial Group
California
$982K -$19.4K -500 -2%
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