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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
551
Meridian Wealth Management
Kentucky
$335K -$13.1K -364 -3%
MFW
552
Meristem Family Wealth
Minnesota
$335K – – –
BFA
553
Bragg Financial Advisors
North Carolina
$334K +$75.3K +2,100 +25%
FAT
554
First American Trust
California
$334K +$124K +3,464 +49%
MA
555
MONECO Advisors
Connecticut
$333K -$22.7K -632 -6%
MMA
556
Miracle Mile Advisors
California
$331K -$14.3K -400 -4%
BTW
557
Boston Trust Walden
Massachusetts
$328K +$369K +10,301 New
CBN
558
Cadence Bank NA
Texas
$323K – – –
IC
559
IEQ Capital
California
$323K +$323 +9 +0.1%
BAC
560
Boys Arnold & Co
North Carolina
$323K +$14.2K +395 +4%
RFWA
561
RPg Family Wealth Advisory
Massachusetts
$321K -$888K -24,776 -71%
CRWM
562
Castle Rock Wealth Management
California
$320K -$305K -8,510 -47%
IHL
563
Investment House LLC
California
$318K – – –
CB
564
Community Bank
New York
$317K +$71.7K +1,999 +25%
WI
565
WrapManager Inc
California
$313K -$216K -6,037 -38%
UF
566
Univest Financial
Pennsylvania
$313K -$86.4K -2,410 -20%
MBTD
567
Mechanics Bank - Trust Department
California
$309K – – –
FNT
568
First Nebraska Trust
Nebraska
$308K -$8.43K -235 -2%
ATPW
569
Ashton Thomas Private Wealth
Arizona
$304K +$343K +9,552 New
CA
570
Cornerstone Advisory
Maryland
$304K -$13.2K -367 -4%
SS
571
Simplicity Solutions
Minnesota
$301K -$255K -7,124 -43%
JCM
572
Jacobi Capital Management
Pennsylvania
$301K -$13.1K -364 -4%
CMI
573
Clare Market Investments
Texas
$301K +$339K +9,440 New
BC
574
Burleson & Co
California
$297K – – –
GG
575
GenWealth Group
New Jersey
$297K +$38.2K +1,066 +13%
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