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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
WJA
526
Willis Johnson & Associates
Texas
$585K – – –
BL
527
BCWM LLC
Kansas
$583K +$49.2K +1,531 +9%
JAG
528
Journey Advisory Group
Kentucky
$582K +$174K +5,417 +41%
SMC
529
Smith, Moore & Co
Missouri
$581K +$15.8K +493 +3%
BC
530
Barrett & Company
Rhode Island
$580K +$578 +18 +0.1%
TWM
531
Tradition Wealth Management
Minnesota
$579K -$315K -9,803 -35%
CWP
532
Cyndeo Wealth Partners
Florida
$578K +$141K +4,395 +31%
CAAS
533
Capital Asset Advisory Services
Michigan
$578K -$11.5K -358 -2%
WPC
534
Wedmont Private Capital
Pennsylvania
$575K +$6.58K +205 +1%
ECM
535
Evergreen Capital Management
Washington
$574K -$3.28M -102,099 -85%
WDG
536
Wealth Dimensions Group
Ohio
$570K +$587K +18,266 New
LWM
537
Lodestone Wealth Management
Washington
$568K +$1.51K +47 +0.3%
SW
538
SkyOak Wealth
Michigan
$563K -$64 -2 -0%
RSC
539
Red Spruce Capital
Pennsylvania
$554K +$7.71K +240 +1%
IF
540
Ironwood Financial
Arizona
$553K -$2.12K -66 -0.4%
DWMG
541
DB Wealth Management Group
California
$543K -$4.66K -145 -0.8%
AP
542
Atwood & Palmer
Missouri
$541K -$15.8K -492 -3%
NGA
543
Naples Global Advisors
Florida
$540K +$4.82K +150 +0.9%
IAG
544
Investment Advisory Group
Massachusetts
$539K +$6.23K +194 +1%
RWB
545
RMR Wealth Builders
New Jersey
$539K -$87.2K -2,716 -14%
CCA
546
Cadent Capital Advisors
Oklahoma
$528K -$27.2K -847 -5%
MM
547
Main Management
California
$525K -$541K -16,831 -50%
AMBIA
548
Allen Mooney & Barnes Investment Advisors
Georgia
$524K +$2.38K +74 +0.4%
AIS
549
AM Investment Strategies
Tennessee
$523K +$2.18K +68 +0.4%
RMAM
550
Raab & Moskowitz Asset Management
New Jersey
$522K +$537K +16,732 New
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