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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
551
SkyOak Wealth
Michigan
$550K -$23.3K -750 -4%
BC
552
Burney Company
Virginia
$548K -$95.6K -3,073 -15%
TCM
553
Triumph Capital Management
Colorado
$547K -$130K -4,168 -19%
KPWS
554
Kestra Private Wealth Services
Texas
$546K +$38K +1,221 +7%
ACA
555
Atlas Capital Advisors
Wyoming
$544K -$181K -5,813 -25%
AP
556
Atwood & Palmer
Missouri
$544K -$70K -2,250 -11%
IF
557
Ironwood Financial
Arizona
$543K -$340K -10,945 -38%
CCA
558
Cadent Capital Advisors
Oklahoma
$543K -$98K -3,149 -15%
AWM
559
Avior Wealth Management
Nebraska
$541K +$11.2K +361 +2%
VA
560
Valmark Advisers
Ohio
$541K -$11.1K -358 -2%
KWS
561
Keystone Wealth Services
California
$535K +$546K +17,537 New
DWMG
562
DB Wealth Management Group
California
$535K -$196K -6,292 -26%
RSC
563
Red Spruce Capital
Pennsylvania
$534K – – –
PPP
564
Private Portfolio Partners
New Jersey
$533K -$234K -7,537 -30%
IWA
565
Icon Wealth Advisors
Texas
$525K -$86.1K -2,768 -14%
NGA
566
Naples Global Advisors
Florida
$523K +$219K +7,030 +70%
BL
567
BCWM LLC
Kansas
$523K +$13.9K +446 +3%
PA
568
Parallel Advisors
California
$522K +$127K +4,072 +31%
IAG
569
Investment Advisory Group
Massachusetts
$521K +$435 +14 +0.1%
PAG
570
Powers Advisory Group
Illinois
$517K -$213K -6,852 -29%
CIC
571
Cutler Investment Counsel
Oregon
$511K -$24.1K -776 -4%
AMBIA
572
Allen Mooney & Barnes Investment Advisors
Georgia
$510K -$155K -4,986 -23%
AIS
573
AM Investment Strategies
Tennessee
$509K -$128K -4,101 -20%
MCA
574
Magnolia Capital Advisors
Mississippi
$506K +$4.2K +135 +0.8%
WANY
575
Wealthspire Advisors (New York)
New York
$503K – – –
21 22
23
24 25