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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
526
Carret Asset Management
New York
$640K +$34.7K +1,102 +6%
EFG
527
Ethos Financial Group
Pennsylvania
$637K – – –
RTC
528
Real Talk Capital
Tennessee
$634K -$158K -5,026 -20%
PEA
529
Park Edge Advisors
Ohio
$632K +$124K +3,921 +24%
RIA
530
Richwood Investment Advisors
Ohio
$632K -$36.3K -1,150 -5%
PVM
531
Palogic Value Management
Texas
$628K +$12.6K +400 +2%
TCM
532
Traynor Capital Management
Pennsylvania
$626K -$67.1K -2,127 -9%
IWM
533
IHT Wealth Management
Illinois
$625K +$21.6K +685 +3%
LWA
534
Lineweaver Wealth Advisors
Ohio
$624K – – –
BPA
535
Beacon Pointe Advisors
California
$618K -$41.7K -1,322 -6%
AAP
536
Arax Advisory Partners
Colorado
$616K +$127K +4,025 +25%
MWM
537
Melfa Wealth Management
Massachusetts
$615K +$6.4K +203 +1%
WIC
538
Woodmont Investment Counsel
Tennessee
$612K +$91.4K +2,899 +17%
HP
539
Haven Private
Florida
$608K – – –
AUB
540
Atlantic Union Bankshares
Virginia
$604K +$126 +4 +0%
FMII
541
Farmers & Merchants Investments Inc
Nebraska
$600K +$11.8K +375 +2%
AWE
542
Avidian Wealth Enterprises
Texas
$599K +$200K +6,349 +48%
EP
543
Edgestream Partners
New Jersey
$598K +$613K +19,456 New
EDRH
544
Edmond de Rothschild Holding
Switzerland
$597K – – –
PIM
545
Penobscot Investment Management
Massachusetts
$596K -$4.19K -133 -0.7%
CCP
546
Clarity Capital Partners
California
$596K -$109K -3,457 -15%
WC
547
Whitney & Co
New York
$595K -$20.5K -650 -3%
AWM
548
Avior Wealth Management
Nebraska
$591K +$25.1K +795 +4%
WIA
549
World Investment Advisors
California
$588K +$54K +1,713 +10%
CKAIS
550
Christensen King & Associates Investment Services
Washington
$588K -$15.2K -482 -3%
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