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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
526
Valley Wealth Managers
New Jersey
$700K +$141K +4,323 +24%
SWP
527
Summit Wealth Partners
Florida
$699K -$3.33K -102 -0.5%
BAM
528
Belpointe Asset Management
Nevada
$694K -$4.73K -145 -0.7%
BCA
529
Bay Colony Advisors
Massachusetts
$693K -$192K -5,883 -21%
PA
530
Pinnacle Associates
New York
$692K +$686 +21 +0.1%
AAM
531
Advisors Asset Management
Colorado
$689K +$97.9K +2,997 +16%
PCM
532
Pennsylvania Capital Management
Pennsylvania
$689K – – –
AOWM
533
Alpha Omega Wealth Management
Virginia
$687K +$11.9K +363 +2%
SCG
534
Sonata Capital Group
Washington
$683K +$1.53K +47 +0.2%
RIA
535
Richwood Investment Advisors
Ohio
$682K -$14.9K -455 -2%
HIP
536
HUB Investment Partners
Texas
$679K -$153K -4,696 -18%
CSB
537
City State Bank
Iowa
$675K -$9.79K -300 -1%
BPA
538
Beacon Pointe Advisors
California
$674K -$179K -5,494 -20%
EP
539
Essential Planning
New Hampshire
$673K +$673K +20,605 New
JFG
540
Jefferies Financial Group
New York
$666K +$113K +3,471 +20%
KWA
541
Kingswood Wealth Advisors
California
$666K +$223K +6,825 +48%
DA
542
Dover Advisors
Virginia
$661K -$31.7K -970 -4%
AAMC
543
Asset Allocation & Management Company
Illinois
$660K – – –
SCI
544
Stableford Capital II
Arizona
$659K -$849 -26 -0.1%
IAN
545
Integrated Advisors Network
Texas
$652K -$2.74K -84 -0.4%
CFG
546
Carr Financial Group
Massachusetts
$648K +$188K +5,751 +39%
SCA
547
STALEY CAPITAL ADVISERS
Pennsylvania
$645K – – –
BA
548
Bard Associates
Illinois
$641K +$250K +7,660 +60%
EAM
549
Everstar Asset Management
North Carolina
$640K -$18K -550 -3%
LWA
550
Lineweaver Wealth Advisors
Ohio
$638K -$70.2K -2,149 -10%
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