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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
LFPWM
551
Leicht Financial Planning & Wealth Management
New Jersey
$223K +$219K +5,883 New
AOWM
552
Alpha Omega Wealth Management
Virginia
$221K +$2.61K +70 +1%
GG
553
GenWealth Group
New Jersey
$220K – – –
LIM
554
Leavell Investment Management
Alabama
$220K +$12.1K +325 +6%
TFS
555
TrustCore Financial Services
Tennessee
$218K -$165K -4,437 -43%
PAG
556
Pinnacle Advisory Group
Maryland
$218K -$47.7K -1,280 -18%
LFS
557
Legacy Financial Strategies
Kansas
$217K +$215K +5,763 New
AR
558
Advisory Research
Illinois
$216K – – –
SWP
559
Strategic Wealth Partners
Ohio
$215K -$51.4K -1,381 -19%
DWT
560
Dorsey & Whitney Trust
South Dakota
$215K – – –
FCBT
561
First Citizens Bank & Trust
North Carolina
$215K +$212K +5,700 New
LWM
562
Lyons Wealth Management
Florida
$212K -$552K -14,813 -72%
IP
563
Intellectus Partners
California
$211K +$633 +17 +0.3%
ST
564
Somerset Trust
Pennsylvania
$210K – – –
PFPT
565
Pinnacle Financial Partners (Tennessee)
Tennessee
$209K +$206K +5,540 New
WTB
566
Washington Trust Bank
Washington
$207K -$20.6K -553 -9%
LWA
567
Lenox Wealth Advisors
New York
$204K +$201K +5,400 New
DBRC
568
D.B. Root & Company
Pennsylvania
$204K +$202K +5,422 New
B
569
Brightworth
Georgia
$203K – – –
SIA
570
SeaBridge Investment Advisors
New Jersey
$195K +$7.45K +200 +4%
WAM
571
Wealthspire Advisors (Maryland)
Maryland
$189K -$5.29K -142 -3%
ST
572
Sageworth Trust
Pennsylvania
$189K – – –
OSNBOA
573
Old Second National Bank of Aurora
Illinois
$186K – – –
FHA
574
Flagship Harbor Advisors
Massachusetts
$185K +$183K +4,907 New
AWM
575
Aevitas Wealth Management
Massachusetts
$180K +$68.6K +1,842 +63%
21 22
23
24 25