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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
551
Inscription Capital
Texas
$328K – – –
BC
552
Burleson & Co
California
$327K – – –
SWP
553
Strategic Wealth Partners
Ohio
$326K +$67.5K +1,813 +22%
NWM
554
Northwest Wealth Management
Iowa
$325K -$46.9K -1,261 -13%
SFM
555
Signet Financial Management
New Jersey
$323K -$35.1K -942 -10%
SCM
556
Schnieders Capital Management
California
$323K +$67K +1,800 +26%
LWA
557
Lenox Wealth Advisors
New York
$321K – – –
CWM
558
Concentrum Wealth Management
California
$321K +$1.23K +33 +0.4%
PCM
559
Princeton Capital Management
New Jersey
$319K -$28.5K -765 -8%
PWLP
560
Prio Wealth Limited Partnership
Massachusetts
$319K +$316K +8,506 New
AFP
561
Ausdal Financial Partners
Iowa
$318K +$4.43K +119 +1%
BFA
562
Bragg Financial Advisors
North Carolina
$315K +$313K +8,400 New
SFSIG
563
San Francisco Sentry Investment Group
California
$314K +$149K +4,000 +92%
RMAM
564
Raab & Moskowitz Asset Management
New Jersey
$313K +$311K +8,359 New
FIB
565
First Interstate Bank
Montana
$306K -$258K -6,943 -46%
CFA
566
Carroll Financial Associates
North Carolina
$304K +$20.3K +546 +7%
DI
567
DFPG Investments
Utah
$301K -$115K -3,102 -28%
KPCM
568
Kings Point Capital Management
New York
$301K +$124K +3,326 +71%
CA
569
Cumberland Advisors
Florida
$299K -$37.2K -1,000 -11%
ACI
570
Alpha Cubed Investments
California
$299K +$297K +7,978 New
FA
571
FCG Advisors
New Jersey
$294K +$856 +23 +0.3%
JCM
572
Jacobi Capital Management
Pennsylvania
$294K +$18.7K +503 +7%
VFPI
573
Vantage Financial Partners (Illinois)
Illinois
$291K – – –
MA
574
MONECO Advisors
Connecticut
$290K -$409 -11 -0.1%
AF
575
Affiance Financial
Minnesota
$290K – – –
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